Steven Cohen’s LandBridge Co LB Stock Holding History

Steven Cohen’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	$398K	Sell	5,020 -20,245	-80%	-$1.39M	﹤0.01%	3275
2026 Q1	$1.74M	Buy	+25,265	New	+$1.61M	﹤0.01%	2405
2025 Q4	–	Sell	-27,998	Closed	-$1.49M	–	4233
2025 Q3	$1.49M	Buy	27,998 +4,364	+18%	+$241K	﹤0.01%	1567
2025 Q2	$1.6M	Buy	+23,634	New	+$1.7M	﹤0.01%	1399

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

Steven Cohen's LB Position: Q2 2026 in Review

Steven Cohen reduced its LandBridge Co (LB) stake by 80% in Q2 2026, selling an estimated $1.39M and leaving 5,020 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #3275.

Steven Cohen first reported a position in LB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q1 2026. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Steven Cohen held 5,020 shares of LandBridge Co worth $398K as of Q2 2026.
Steven Cohen sold 20,245 LandBridge Co shares in Q2 2026, an estimated $1.39M.
LandBridge Co made up ﹤0.01% of Steven Cohen's portfolio in Q2 2026, its #3275 holding.
Steven Cohen first reported a position in LandBridge Co in Q2 2025 and has held it in 4 quarters since.
Steven Cohen's LandBridge Co position peaked at $1.74M in Q1 2026.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.