MSFP
LB

Mark Sheptoff Financial Planning’s LandBridge Co LB Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-290
Closed -$18.7K – 471
2024
Q4 		$18.7K Buy
+290
New +$17.4K 0.01% 264

Other funds holding LB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Mark Sheptoff Financial Planning's LB Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of LandBridge Co (LB) in Q1 2025, closing a stake of 290 shares — an estimated $18.7K sold.

Mark Sheptoff Financial Planning first reported a position in LB in Q4 2024 and held it in 1 quarter. The position peaked at $18.7K in Q4 2024. 144 funds tracked by Wall St. Rank hold LB as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining LandBridge Co position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 290 LandBridge Co shares in Q1 2025, an estimated $18.7K.
  • Mark Sheptoff Financial Planning first reported a position in LandBridge Co in Q4 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's LandBridge Co position peaked at $18.7K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.