Two Sigma Advisers’s LandBridge Co LB Stock Holding History

Two Sigma Advisers’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	–	Sell	-19,800	Closed	-$970K	–	2248
2025 Q4	$970K	Sell	19,800 -123,900	-86%	-$7.2M	﹤0.01%	1493
2025 Q3	$7.67M	Buy	143,700 +15,000	+12%	+$827K	0.02%	582
2025 Q2	$8.7M	Buy	128,700 +39,900	+45%	+$2.87M	0.02%	553
2025 Q1	$6.39M	Buy	88,800 +61,500	+225%	+$4.35M	0.01%	683
2024 Q4	$1.76M	Buy	+27,300	New	+$1.64M	﹤0.01%	1182

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Advisers's LB Position: Q1 2026 in Review

Two Sigma Advisers sold out of LandBridge Co (LB) in Q1 2026, closing a stake of 19,800 shares — an estimated $970K sold.

Two Sigma Advisers first reported a position in LB in Q4 2024 and held it in 5 quarters. The position peaked at $8.7M in Q2 2025. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Two Sigma Advisers reported no remaining LandBridge Co position as of Q1 2026 after selling out during the quarter.
Two Sigma Advisers sold 19,800 LandBridge Co shares in Q1 2026, an estimated $970K.
Two Sigma Advisers first reported a position in LandBridge Co in Q4 2024 and held it in 5 quarters.
Two Sigma Advisers's LandBridge Co position peaked at $8.7M in Q2 2025.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.