Schwartz Investment Counsel’s LandBridge Co LB Stock Holding History

Schwartz Investment Counsel’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	$51.1M	Buy	644,716 +51,825	+9%	+$3.56M	1.7%	19
2026 Q1	$40.9M	Hold	592,891	–	–	1.45%	26
2025 Q4	$29M	Buy	592,891 +13,128	+2%	+$763K	1.02%	37
2025 Q3	$30.9M	Buy	579,763 +60,095	+12%	+$3.31M	1.04%	37
2025 Q2	$35.1M	Buy	519,668 +8,400	+2%	+$605K	1.16%	33
2025 Q1	$36.8M	Buy	511,268 +84,700	+20%	+$5.99M	1.26%	31
2024 Q4	$27.6M	Buy	426,568 +4,400	+1%	+$264K	0.99%	39
2024 Q3	$16.5M	Buy	422,168 +363,345	+618%	+$12.2M	0.59%	52
2024 Q2	$1.36M	Buy	+58,823	New	+$1.36M	0.05%	102

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

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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Schwartz Investment Counsel's LB Position: Q2 2026 in Review

Schwartz Investment Counsel increased its LandBridge Co (LB) stake by 8.7% in Q2 2026, buying an estimated $3.56M and bringing the position to 644,716 shares worth $51.1M. The position accounts for 1.7% of the portfolio, ranked #19.

Schwartz Investment Counsel first reported a position in LB in Q2 2024 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Schwartz Investment Counsel held 644,716 shares of LandBridge Co worth $51.1M as of Q2 2026.
Schwartz Investment Counsel bought 51,825 LandBridge Co shares in Q2 2026, an estimated $3.56M.
LandBridge Co made up 1.7% of Schwartz Investment Counsel's portfolio in Q2 2026, its #19 holding.
Schwartz Investment Counsel first reported a position in LandBridge Co in Q2 2024 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.