Jeff Yass’s LandBridge Co LB Stock Holding History

Jeff Yass’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 Q2	$6.93M	Sell	87,500 -64,600	-42%	-$4.44M	﹤0.01%	4007
2026 Q1	$10.5M	Buy	152,100 +109,500	+257%	+$6.96M	﹤0.01%	3043
2025 Q4	$2.09M	Buy	42,600 +3,800	+10%	+$221K	﹤0.01%	5565
2025 Q3	$2.07M	Sell	38,800 -19,600	-34%	-$1.08M	﹤0.01%	5725
2025 Q2	$3.95M	Sell	58,400 -32,400	-36%	-$2.33M	﹤0.01%	4415
2025 Q1	$6.53M	Buy	90,800 +49,200	+118%	+$3.48M	﹤0.01%	3167
2024 Q4	$2.69M	Buy	+41,600	New	+$2.5M	﹤0.01%	4681

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

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

SIC

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

HRCM

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

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

Jeff Yass's LB Position: Q2 2026 in Review

Jeff Yass reduced its LandBridge Co (LB) stake by 66% in Q2 2026, selling an estimated $935K and leaving 6,997 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #9674.

Jeff Yass first reported a position in LB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.43M in Q3 2025. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Jeff Yass held 6,997 shares of LandBridge Co worth $554K as of Q2 2026.
Jeff Yass sold 13,621 LandBridge Co shares in Q2 2026, an estimated $935K.
LandBridge Co made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9674 holding.
Jeff Yass first reported a position in LandBridge Co in Q4 2024 and has held it in 6 quarters since.
Jeff Yass's LandBridge Co position peaked at $2.43M in Q3 2025.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.