one8zero8 LLC’s LandBridge Co 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 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 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

one8zero8 LLC's LB Position: Q2 2026 in Review

one8zero8 LLC increased its LandBridge Co (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. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

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

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