MMCM
LB

Murphy & Mullick Capital Management’s LandBridge Co LB Stock Holding History

Murphy & Mullick 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
Q2 		$30.1K Buy
380
+350
+1,167% +$24K 0.02% 360
2026
Q1 		$2.07K Hold
30
– – ﹤0.01% 600
2025
Q4 		$1.47K Hold
30
– – ﹤0.01% 625
2025
Q3 		$1.6K Hold
30
– – ﹤0.01% 612
2025
Q2 		$1.7K Buy
+30
New +$2.16K ﹤0.01% 595

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

Murphy & Mullick Capital Management's LB Position: Q2 2026 in Review

Murphy & Mullick Capital Management increased its LandBridge Co (LB) stake by 1,167% in Q2 2026, buying an estimated $24K and bringing the position to 380 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #360.

Murphy & Mullick Capital Management first reported a position in LB in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Murphy & Mullick Capital Management held 380 shares of LandBridge Co worth $30.1K as of Q2 2026.
  • Murphy & Mullick Capital Management bought 350 LandBridge Co shares in Q2 2026, an estimated $24K.
  • LandBridge Co made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #360 holding.
  • Murphy & Mullick Capital Management first reported a position in LandBridge Co in Q2 2025 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.