Malaga Cove Capital’s LandBridge Co LB Stock Holding History

Malaga Cove Capital’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	$1.19M	Sell	14,971 -182	-1%	-$12.5K	0.38%	72
2026 Q1	$1.05M	Sell	15,153 -2,235	-13%	-$142K	0.38%	78
2025 Q4	$852K	Buy	17,388 +1,238	+8%	+$72K	0.29%	95
2025 Q3	$862K	Buy	16,150 +356	+2%	+$19.6K	0.31%	92
2025 Q2	$1.07M	Buy	15,794 +3,737	+31%	+$269K	0.42%	71
2025 Q1	$867K	Buy	12,057 +7,178	+147%	+$508K	0.37%	74
2024 Q4	$315K	Buy	+4,879	New	+$293K	0.12%	157

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

Malaga Cove Capital's LB Position: Q2 2026 in Review

Malaga Cove Capital reduced its LandBridge Co (LB) stake by 1.2% in Q2 2026, selling an estimated $12.5K and leaving 14,971 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #72.

Malaga Cove Capital first reported a position in LB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Malaga Cove Capital held 14,971 shares of LandBridge Co worth $1.19M as of Q2 2026.
Malaga Cove Capital sold 182 LandBridge Co shares in Q2 2026, an estimated $12.5K.
LandBridge Co made up 0.38% of Malaga Cove Capital's portfolio in Q2 2026, its #72 holding.
Malaga Cove Capital first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Malaga Cove Capital's 13F filing for Q2 2026, filed 24 Jul 2026.