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 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 $36.1B AUM 11.5% 1-Year Est. Return

HKAM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRCM

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

SIC

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SEI Investments's LB Position: Q1 2026 in Review

SEI Investments increased its LandBridge Co (LB) stake by 100% in Q1 2026, buying an estimated $4.28M and bringing the position to 134,720 shares worth $9.3M. The position accounts for 0.01% of the portfolio, ranked #1183.

SEI Investments first reported a position in LB in Q4 2024 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

SEI Investments held 134,720 shares of LandBridge Co worth $9.3M as of Q1 2026.
SEI Investments bought 67,360 LandBridge Co shares in Q1 2026, an estimated $4.28M.
LandBridge Co made up 0.01% of SEI Investments's portfolio in Q1 2026, its #1183 holding.
SEI Investments first reported a position in LandBridge Co in Q4 2024 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.