Millennium Management
LB

Millennium Management’s LandBridge Co LB Stock Holding History

Millennium 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
Q2 		$16.7M Buy
211,305
+192,440
+1,020% +$13.2M 0.01% 1787
2026
Q1 		$1.3M Sell
18,865
-132,138
-88% -$8.4M ﹤0.01% 4185
2025
Q4 		$7.4M Buy
151,003
+80,035
+113% +$4.65M ﹤0.01% 2582
2025
Q3 		$3.79M Sell
70,968
-79,005
-53% -$4.36M ﹤0.01% 3424
2025
Q2 		$10.1M Buy
+149,973
New +$10.8M ﹤0.01% 2240
2025
Q1 		– Sell
-80,767
Closed -$5.22M – 6514
2024
Q4 		$5.22M Sell
80,767
-96,556
-54% -$5.8M ﹤0.01% 2782
2024
Q3 		$6.94M Sell
177,323
-122,677
-41% -$4.13M ﹤0.01% 2542
2024
Q2 		$6.95M Buy
+300,000
New +$6.95M ﹤0.01% 2400

Other funds holding LB

First Manhattan
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management's LB Position: Q2 2026 in Review

Millennium Management increased its LandBridge Co (LB) stake by 1,020% in Q2 2026, buying an estimated $13.2M and bringing the position to 211,305 shares worth $16.7M. The position accounts for 0.01% of the portfolio, ranked #1787.

Millennium Management first reported a position in LB in Q2 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Millennium Management held 211,305 shares of LandBridge Co worth $16.7M as of Q2 2026.
  • Millennium Management bought 192,440 LandBridge Co shares in Q2 2026, an estimated $13.2M.
  • LandBridge Co made up 0.01% of Millennium Management's portfolio in Q2 2026, its #1787 holding.
  • Millennium Management first reported a position in LandBridge Co in Q2 2024 and has held it in 8 quarters since.
  • 193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.