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 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 $36.1B AUM 11.5% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.82B AUM 13.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

one8zero8 LLC's LB Position: Q1 2026 in Review

one8zero8 LLC increased its LandBridge Co (LB) stake by 6.5% in Q1 2026, buying an estimated $302K and bringing the position to 77,653 shares worth $5.36M. The position accounts for 1.19% of the portfolio, ranked #20.

one8zero8 LLC first reported a position in LB in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

one8zero8 LLC held 77,653 shares of LandBridge Co worth $5.36M as of Q1 2026.
one8zero8 LLC bought 4,750 LandBridge Co shares in Q1 2026, an estimated $302K.
LandBridge Co made up 1.19% of one8zero8 LLC's portfolio in Q1 2026, its #20 holding.
one8zero8 LLC first reported a position in LandBridge Co in Q4 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on one8zero8 LLC's 13F filing for Q1 2026, filed 7 May 2026.