Pecaut & Co’s LandBridge Co LB Stock Holding History

Pecaut & Co’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	$1.26M	Buy	15,894 +1	+0%	+$69	0.38%	42
2026 Q1	$1.1M	Sell	15,893 -99	-0.6%	-$6.29K	0.36%	41
2025 Q4	$783K	Buy	15,992 +1	+0%	+$58	0.25%	50
2025 Q3	$853K	Hold	15,991	–	–	0.27%	50
2025 Q2	$1.08M	Buy	15,991 +1	+0%	+$72	0.36%	42
2025 Q1	$1.15M	Buy	15,990 +990	+7%	+$70K	0.39%	36
2024 Q4	$969K	Sell	15,000 -500	-3%	-$30K	0.33%	40
2024 Q3	$606K	Buy	+15,500	New	+$522K	0.21%	50

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

Pecaut & Co's LB Position: Q2 2026 in Review

Pecaut & Co increased its LandBridge Co (LB) stake by 0.01% in Q2 2026, buying an estimated $69 and bringing the position to 15,894 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #42.

Pecaut & Co first reported a position in LB in Q3 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Pecaut & Co held 15,894 shares of LandBridge Co worth $1.26M as of Q2 2026.
Pecaut & Co bought 1 LandBridge Co share in Q2 2026, an estimated $69.
LandBridge Co made up 0.38% of Pecaut & Co's portfolio in Q2 2026, its #42 holding.
Pecaut & Co first reported a position in LandBridge Co in Q3 2024 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.