Santa Monica Partners’s LandBridge Co LB Stock Holding History

Santa Monica 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	$1.43M	Hold	18,000	–	–	0.77%	10
2026 Q1	$1.24M	Hold	18,000	–	–	0.69%	10
2025 Q4	$882K	Sell	18,000 -10,000	-36%	-$582K	0.53%	10
2025 Q3	$1.49M	Buy	28,000 +14,000	+100%	+$772K	0.88%	10
2025 Q2	$946K	Hold	14,000	–	–	0.55%	10
2025 Q1	$1.01M	Buy	+14,000	New	+$990K	0.55%	10

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

Santa Monica Partners's LB Position: Q2 2026 in Review

Santa Monica Partners held its LandBridge Co (LB) position steady in Q2 2026 at 18,000 shares worth $1.43M. The position accounts for 0.77% of the portfolio, ranked #10.

Santa Monica Partners first reported a position in LB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2025. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Santa Monica Partners held 18,000 shares of LandBridge Co worth $1.43M as of Q2 2026.
Santa Monica Partners left its LandBridge Co share count unchanged in Q2 2026.
LandBridge Co made up 0.77% of Santa Monica Partners's portfolio in Q2 2026, its #10 holding.
Santa Monica Partners first reported a position in LandBridge Co in Q1 2025 and has held it in 6 quarters since.
Santa Monica Partners's LandBridge Co position peaked at $1.49M in Q3 2025.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Santa Monica Partners's 13F filing for Q2 2026, filed 13 Aug 2026.