L & S Advisors’s LandBridge Co LB Stock Holding History

L & S Advisors’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
2025 Q3	–	Sell	-41,485	Closed	-$2.8M	–	366
2025 Q2	$2.8M	Sell	41,485 -4,223	-9%	-$304K	0.28%	97
2025 Q1	$3.29M	Buy	+45,708	New	+$3.23M	0.41%	73

Other funds holding LB

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.82B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cortland Associates St Louis, Missouri $697M AUM 4.23% 1-Year Est. Return

L & S Advisors's LB Position: Q3 2025 in Review

L & S Advisors sold out of LandBridge Co (LB) in Q3 2025, closing a stake of 41,485 shares — an estimated $2.8M sold.

L & S Advisors first reported a position in LB in Q1 2025 and held it in 2 quarters. The position peaked at $3.29M in Q1 2025. 156 funds tracked by Wall St. Rank hold LB as of Q3 2025.

L & S Advisors reported no remaining LandBridge Co position as of Q3 2025 after selling out during the quarter.
L & S Advisors sold 41,485 LandBridge Co shares in Q3 2025, an estimated $2.8M.
L & S Advisors first reported a position in LandBridge Co in Q1 2025 and held it in 2 quarters.
L & S Advisors's LandBridge Co position peaked at $3.29M in Q1 2025.
156 funds tracked by Wall St. Rank held LandBridge Co as of Q3 2025.

Based on L & S Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.