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one8zero8 LLC’s LandBridge Corporation LB Stock Holding History

one8zero8 LLC’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 		$6.63M Buy
83,668
+6,015
+8% +$413K 1.31% 18
2026
Q1 		$5.36M Buy
77,653
+4,750
+7% +$302K 1.19% 20
2025
Q4 		$3.57M Buy
72,903
+6,861
+10% +$399K 0.78% 35
2025
Q3 		$3.52M Buy
66,042
+15,430
+30% +$851K 0.76% 32
2025
Q2 		$3.42M Sell
50,612
-2,249
-4% -$162K 0.81% 32
2025
Q1 		$3.8M Buy
52,861
+3,507
+7% +$248K 0.9% 27
2024
Q4 		$3.19M Buy
+49,354
New +$2.96M 0.69% 37

Other funds holding LB

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Horizon Kinetics Asset Management
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
Hood River Capital Management
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

one8zero8 LLC's LB Position: Q2 2026 in Review

one8zero8 LLC increased its LandBridge Corporation (LB) stake by 7.7% in Q2 2026, buying an estimated $413K and bringing the position to 83,668 shares worth $6.63M. The position accounts for 1.31% of the portfolio, ranked #18.

one8zero8 LLC first reported a position in LB in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • one8zero8 LLC held 83,668 shares of LandBridge Corporation worth $6.63M as of Q2 2026.
  • one8zero8 LLC bought 6,015 LandBridge Corporation shares in Q2 2026, an estimated $413K.
  • LandBridge Corporation made up 1.31% of one8zero8 LLC's portfolio in Q2 2026, its #18 holding.
  • one8zero8 LLC first reported a position in LandBridge Corporation in Q4 2024 and has held it in 7 quarters since.
  • 192 funds tracked by Wall St. Rank held LandBridge Corporation as of Q2 2026.

Based on one8zero8 LLC's 13F filing for Q2 2026, filed 10 Aug 2026.