Landscape Capital Management’s LandBridge Co LB Stock Holding History

Landscape Capital Management’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	–	Sell	-4,103	Closed	-$201K	–	998
2025 Q4	$201K	Buy	+4,103	New	+$239K	0.01%	609
2025 Q3	–	Sell	-3,825	Closed	-$258K	–	850
2025 Q2	$258K	Buy	+3,825	New	+$276K	0.02%	553

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

Landscape Capital Management's LB Position: Q1 2026 in Review

Landscape Capital Management sold out of LandBridge Co (LB) in Q1 2026, closing a stake of 4,103 shares — an estimated $201K sold.

Landscape Capital Management first reported a position in LB in Q2 2025 and held it in 2 quarters. The position peaked at $258K in Q2 2025. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Landscape Capital Management reported no remaining LandBridge Co position as of Q1 2026 after selling out during the quarter.
Landscape Capital Management sold 4,103 LandBridge Co shares in Q1 2026, an estimated $201K.
Landscape Capital Management first reported a position in LandBridge Co in Q2 2025 and held it in 2 quarters.
Landscape Capital Management's LandBridge Co position peaked at $258K in Q2 2025.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Landscape Capital Management's 13F filing for Q1 2026, filed 12 May 2026.