Turtle Creek Wealth Advisors’s LandBridge Co LB Stock Holding History

Turtle Creek Wealth 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 Q1	$207K	Buy	+3,000	New	+$191K	0.02%	394
2025 Q4	–	Sell	-5,000	Closed	-$267K	–	422
2025 Q3	$267K	Hold	5,000	–	–	0.02%	299
2025 Q2	$338K	Buy	+5,000	New	+$360K	0.04%	207

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

Turtle Creek Wealth Advisors's LB Position: Q1 2026 in Review

Turtle Creek Wealth Advisors opened a new position in LandBridge Co (LB) in Q1 2026: 3,000 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #394 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in LB as recently as Q3 2025.

Turtle Creek Wealth Advisors first reported a position in LB in Q2 2025 and has held it in 3 quarters since. The position peaked at $338K in Q2 2025. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Turtle Creek Wealth Advisors held 3,000 shares of LandBridge Co worth $207K as of Q1 2026.
LandBridge Co was a new Turtle Creek Wealth Advisors position in Q1 2026.
LandBridge Co made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #394 holding.
Turtle Creek Wealth Advisors first reported a position in LandBridge Co in Q2 2025 and has held it in 3 quarters since.
Turtle Creek Wealth Advisors's LandBridge Co position peaked at $338K in Q2 2025.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.