JO
LB

John Overdeck’s LandBridge Co LB Stock Holding History

John Overdeck’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 		$41.1M Sell
518,850
-26,627
-5% -$1.83M 0.03% 647
2026
Q1 		$37.7M Buy
545,477
+501,431
+1,138% +$31.9M 0.03% 619
2025
Q4 		$2.16M Sell
44,046
-146,420
-77% -$8.51M ﹤0.01% 2381
2025
Q3 		$10.2M Buy
190,466
+7,440
+4% +$410K 0.02% 953
2025
Q2 		$12.4M Buy
183,026
+98,567
+117% +$7.1M 0.02% 727
2025
Q1 		$6.08M Buy
84,459
+60,751
+256% +$4.3M 0.01% 1015
2024
Q4 		$1.53M Buy
+23,708
New +$1.42M ﹤0.01% 1894
2024
Q3 		– Sell
-12,000
Closed -$278K – 3378
2024
Q2 		$278K Buy
+12,000
New +$278K ﹤0.01% 2631

Other funds holding LB

First Manhattan
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

John Overdeck's LB Position: Q2 2026 in Review

John Overdeck reduced its LandBridge Co (LB) stake by 4.9% in Q2 2026, selling an estimated $1.83M and leaving 518,850 shares worth $41.1M. The position accounts for 0.03% of the portfolio, ranked #647.

John Overdeck first reported a position in LB in Q2 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • John Overdeck held 518,850 shares of LandBridge Co worth $41.1M as of Q2 2026.
  • John Overdeck sold 26,627 LandBridge Co shares in Q2 2026, an estimated $1.83M.
  • LandBridge Co made up 0.03% of John Overdeck's portfolio in Q2 2026, its #647 holding.
  • John Overdeck first reported a position in LandBridge Co in Q2 2024 and has held it in 8 quarters since.
  • 192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.