SEI Investments’s LandBridge Co LB Stock Holding History

SEI Investments’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	$5.34M	Sell	67,360 -67,360	-50%	-$4.63M	﹤0.01%	1477
2026 Q1	$9.3M	Buy	134,720 +67,360	+100%	+$4.28M	0.01%	1183
2025 Q4	$3.3M	Buy	+67,360	New	+$3.92M	﹤0.01%	1596
2025 Q2	–	Sell	-5,895	Closed	-$424K	–	2927
2025 Q1	$424K	Sell	5,895 -2,896	-33%	-$205K	﹤0.01%	2200
2024 Q4	$568K	Buy	+8,791	New	+$528K	﹤0.01%	2144

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

SEI Investments's LB Position: Q2 2026 in Review

SEI Investments reduced its LandBridge Co (LB) stake by 50% in Q2 2026, selling an estimated $4.63M and leaving 67,360 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

SEI Investments first reported a position in LB in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.3M in Q1 2026. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

SEI Investments held 67,360 shares of LandBridge Co worth $5.34M as of Q2 2026.
SEI Investments sold 67,360 LandBridge Co shares in Q2 2026, an estimated $4.63M.
LandBridge Co made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1477 holding.
SEI Investments first reported a position in LandBridge Co in Q4 2024 and has held it in 5 quarters since.
SEI Investments's LandBridge Co position peaked at $9.3M in Q1 2026.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.