Monashee Investment Management’s LandBridge Co LB Stock Holding History

Monashee Investment 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
2025 Q2	–	Sell	-124,937	Closed	-$8.99M	–	86
2025 Q1	$8.99M	Hold	124,937	–	–	1.06%	15
2024 Q4	$8.07M	Buy	+124,937	New	+$7.5M	1.11%	10
2024 Q3	–	Sell	-100,000	Closed	-$2.31M	–	139
2024 Q2	$2.31M	Buy	+100,000	New	+$2.31M	0.3%	37

Other funds holding LB

HKAM

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Monashee Investment Management's LB Position: Q2 2025 in Review

Monashee Investment Management sold out of LandBridge Co (LB) in Q2 2025, closing a stake of 124,937 shares — an estimated $8.99M sold.

Monashee Investment Management first reported a position in LB in Q2 2024 and held it in 3 quarters. The position peaked at $8.99M in Q1 2025. 156 funds tracked by Wall St. Rank hold LB as of Q2 2025.

Monashee Investment Management reported no remaining LandBridge Co position as of Q2 2025 after selling out during the quarter.
Monashee Investment Management sold 124,937 LandBridge Co shares in Q2 2025, an estimated $8.99M.
Monashee Investment Management first reported a position in LandBridge Co in Q2 2024 and held it in 3 quarters.
Monashee Investment Management's LandBridge Co position peaked at $8.99M in Q1 2025.
156 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2025.

Based on Monashee Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.