Ken Griffin’s LandBridge Co LB Stock Holding History

Ken Griffin’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	$14.1M	Sell	204,233 -20,497	-9%	-$1.3M	﹤0.01%	2767
2025 Q4	$11M	Buy	224,730 +122,421	+120%	+$7.12M	﹤0.01%	3134
2025 Q3	$5.46M	Buy	102,309 +14,875	+17%	+$820K	﹤0.01%	4212
2025 Q2	$5.91M	Buy	87,434 +44,779	+105%	+$3.23M	﹤0.01%	3825
2025 Q1	$3.07M	Sell	42,655 -278,868	-87%	-$19.7M	﹤0.01%	4725
2024 Q4	$20.4M	Buy	+321,523	New	+$19.3M	﹤0.01%	2147

Other funds holding LB

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HKAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SIC

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ken Griffin's LB Position: Q1 2026 in Review

Ken Griffin reduced its LandBridge Co (LB) stake by 9.1% in Q1 2026, selling an estimated $1.3M and leaving 204,233 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Ken Griffin first reported a position in LB in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.4M in Q4 2024. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Ken Griffin held 204,233 shares of LandBridge Co worth $14.1M as of Q1 2026.
Ken Griffin sold 20,497 LandBridge Co shares in Q1 2026, an estimated $1.3M.
LandBridge Co made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #2767 holding.
Ken Griffin first reported a position in LandBridge Co in Q4 2024 and has held it in 6 quarters since.
Ken Griffin's LandBridge Co position peaked at $20.4M in Q4 2024.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.