SSA
LB

Sierra Summit Advisors’s LandBridge Co LB Stock Holding History

Sierra Summit Advisors’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 		$1.13M Buy
+14,210
New +$976K 0.13% 114
2025
Q4 		– Sell
-17,060
Closed -$910K – 219
2025
Q3 		$910K Buy
17,060
+7,701
+82% +$425K 0.14% 105
2025
Q2 		$632K Buy
+9,359
New +$674K 0.11% 140

Other funds holding LB

First Manhattan
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sierra Summit Advisors's LB Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in LandBridge Co (LB) in Q2 2026: 14,210 shares worth $1.13M. The stake represents 0.13% of the portfolio and ranks #114 among its holdings. This is a return to the name: Sierra Summit Advisors previously reported a position in LB as recently as Q3 2025.

Sierra Summit Advisors first reported a position in LB in Q2 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Sierra Summit Advisors held 14,210 shares of LandBridge Co worth $1.13M as of Q2 2026.
  • LandBridge Co was a new Sierra Summit Advisors position in Q2 2026.
  • LandBridge Co made up 0.13% of Sierra Summit Advisors's portfolio in Q2 2026, its #114 holding.
  • Sierra Summit Advisors first reported a position in LandBridge Co in Q2 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.