Janus Henderson Group’s LandBridge Co LB Stock Holding History

Janus Henderson Group’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$990K	Buy	14,325 +5,300	+59%	+$337K	﹤0.01%	1698
2025 Q4	$442K	Hold	9,025	–	–	﹤0.01%	2059
2025 Q3	$482K	Buy	9,025 +2,325	+35%	+$128K	﹤0.01%	2018
2025 Q2	$453K	Sell	6,700 -27,959	-81%	-$2.01M	﹤0.01%	1999
2025 Q1	$2.42M	Buy	34,659 +23,532	+211%	+$1.66M	﹤0.01%	1178
2024 Q4	$719K	Buy	+11,127	New	+$668K	﹤0.01%	1853

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Janus Henderson Group's LB Position: Q1 2026 in Review

Janus Henderson Group increased its LandBridge Co (LB) stake by 59% in Q1 2026, buying an estimated $337K and bringing the position to 14,325 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Janus Henderson Group first reported a position in LB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.42M in Q1 2025. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Janus Henderson Group held 14,325 shares of LandBridge Co worth $990K as of Q1 2026.
Janus Henderson Group bought 5,300 LandBridge Co shares in Q1 2026, an estimated $337K.
LandBridge Co made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #1698 holding.
Janus Henderson Group first reported a position in LandBridge Co in Q4 2024 and has held it in 6 quarters since.
Janus Henderson Group's LandBridge Co position peaked at $2.42M in Q1 2025.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.