Summit Street Capital Management’s LandBridge Co LB Stock Holding History

Summit Street Capital Management’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	$16.1M	Sell	203,365 -23,893	-11%	-$1.64M	2.26%	28
2026 Q1	$15.7M	Hold	227,258	–	–	2.22%	27
2025 Q4	$11.1M	Sell	227,258 -58,551	-20%	-$3.4M	1.75%	29
2025 Q3	$15.2M	Hold	285,809	–	–	2.09%	28
2025 Q2	$19.3M	Sell	285,809 -25,287	-8%	-$1.82M	3.19%	18
2025 Q1	$22.4M	Buy	311,096 +41,905	+16%	+$2.96M	3.73%	11
2024 Q4	$17.7M	Buy	+269,191	New	+$16.2M	2.77%	23

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

Summit Street Capital Management's LB Position: Q2 2026 in Review

Summit Street Capital Management reduced its LandBridge Co (LB) stake by 11% in Q2 2026, selling an estimated $1.64M and leaving 203,365 shares worth $16.1M. The position accounts for 2.26% of the portfolio, ranked #28.

Summit Street Capital Management first reported a position in LB in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.4M in Q1 2025. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Summit Street Capital Management held 203,365 shares of LandBridge Co worth $16.1M as of Q2 2026.
Summit Street Capital Management sold 23,893 LandBridge Co shares in Q2 2026, an estimated $1.64M.
LandBridge Co made up 2.26% of Summit Street Capital Management's portfolio in Q2 2026, its #28 holding.
Summit Street Capital Management first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
Summit Street Capital Management's LandBridge Co position peaked at $22.4M in Q1 2025.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Summit Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.