&Partners’s LandBridge Co LB Stock Holding History

&Partners’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	$2.16M	Buy	27,277 +488	+2%	+$33.5K	0.01%	981
2026 Q1	$1.85M	Buy	26,789 +22,517	+527%	+$1.43M	0.01%	942
2025 Q4	$209K	Buy	+4,272	New	+$248K	﹤0.01%	2125
2025 Q3	–	Sell	-3,666	Closed	-$248K	–	2187
2025 Q2	$248K	Buy	3,666 +103	+3%	+$7.42K	﹤0.01%	1721
2025 Q1	$248K	Sell	3,563 -16	-0.4%	-$1.13K	﹤0.01%	1507
2024 Q4	$251K	Buy	+3,579	New	+$215K	﹤0.01%	1427

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

&Partners's LB Position: Q2 2026 in Review

&Partners increased its LandBridge Co (LB) stake by 1.8% in Q2 2026, buying an estimated $33.5K and bringing the position to 27,277 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #981.

&Partners first reported a position in LB in Q4 2024 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

&Partners held 27,277 shares of LandBridge Co worth $2.16M as of Q2 2026.
&Partners bought 488 LandBridge Co shares in Q2 2026, an estimated $33.5K.
LandBridge Co made up 0.01% of &Partners's portfolio in Q2 2026, its #981 holding.
&Partners first reported a position in LandBridge Co in Q4 2024 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.