Pathstone Holdings

Pathstone Holdings’s LandBridge Co LB Stock Holding History

Pathstone Holdings’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	$582K	Buy	8,424 +539	+7%	+$34.3K	﹤0.01%	1676
2025 Q4	$386K	Sell	7,885 -33	-0.4%	-$1.92K	﹤0.01%	1854
2025 Q3	$422K	Buy	7,918 +3,548	+81%	+$196K	﹤0.01%	1848
2025 Q2	$295K	Hold	4,370	–	–	﹤0.01%	1931
2025 Q1	$314K	Sell	4,370 -45	-1%	-$3.18K	﹤0.01%	1917
2024 Q4	$285K	Buy	+4,415	New	+$265K	﹤0.01%	1992

Other funds holding LB

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return