Murray Stahl’s LandBridge Co LB Stock Holding History

Murray Stahl’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	$461M	Buy	5,821,263 +164,129	+3%	+$11.3M	5.23%	3
2026 Q1	$391M	Buy	5,657,134 +14,368	+0.3%	+$913K	4.23%	3
2025 Q4	$276M	Buy	5,642,766 +10,653	+0.2%	+$619K	3.74%	4
2025 Q3	$300M	Buy	5,632,113 +133,188	+2%	+$7.35M	3.66%	4
2025 Q2	$372M	Buy	5,498,925 +11,968	+0.2%	+$862K	4.41%	3
2025 Q1	$395M	Buy	5,486,957 +87,682	+2%	+$6.2M	4.48%	3
2024 Q4	$349M	Buy	5,399,275 +208,408	+4%	+$12.5M	4.34%	3
2024 Q3	$203M	Buy	5,190,867 +484,968	+10%	+$16.3M	3.04%	3
2024 Q2	$109M	Buy	+4,705,899	New	+$109M	1.9%	5

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Murray Stahl's LB Position: Q2 2026 in Review

Murray Stahl increased its LandBridge Co (LB) stake by 2.9% in Q2 2026, buying an estimated $11.3M and bringing the position to 5,821,263 shares worth $461M. The position accounts for 5.23% of the portfolio, ranked #3.

Murray Stahl first reported a position in LB in Q2 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Murray Stahl held 5,821,263 shares of LandBridge Co worth $461M as of Q2 2026.
Murray Stahl bought 164,129 LandBridge Co shares in Q2 2026, an estimated $11.3M.
LandBridge Co made up 5.23% of Murray Stahl's portfolio in Q2 2026, its #3 holding.
Murray Stahl first reported a position in LandBridge Co in Q2 2024 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.