Two Sigma Investments’s LandBridge Co LB Stock Holding History

Two Sigma Investments’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	$41.1M	Sell	518,850 -26,627	-5%	-$1.83M	0.03%	647
2026 Q1	$37.7M	Buy	545,477 +501,431	+1,138%	+$31.9M	0.03%	619
2025 Q4	$2.16M	Sell	44,046 -146,420	-77%	-$8.51M	﹤0.01%	2381
2025 Q3	$10.2M	Buy	190,466 +7,440	+4%	+$410K	0.02%	953
2025 Q2	$12.4M	Buy	183,026 +98,567	+117%	+$7.1M	0.02%	727
2025 Q1	$6.08M	Buy	84,459 +60,751	+256%	+$4.3M	0.01%	1015
2024 Q4	$1.53M	Buy	+23,708	New	+$1.42M	﹤0.01%	1894
2024 Q3	–	Sell	-12,000	Closed	-$278K	–	3378
2024 Q2	$278K	Buy	+12,000	New	+$278K	﹤0.01%	2631

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

Two Sigma Investments's LB Position: Q2 2026 in Review

Two Sigma Investments reduced its LandBridge Co (LB) stake by 4.9% in Q2 2026, selling an estimated $1.83M and leaving 518,850 shares worth $41.1M. The position accounts for 0.03% of the portfolio, ranked #647.

Two Sigma Investments first reported a position in LB in Q2 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Two Sigma Investments held 518,850 shares of LandBridge Co worth $41.1M as of Q2 2026.
Two Sigma Investments sold 26,627 LandBridge Co shares in Q2 2026, an estimated $1.83M.
LandBridge Co made up 0.03% of Two Sigma Investments's portfolio in Q2 2026, its #647 holding.
Two Sigma Investments first reported a position in LandBridge Co in Q2 2024 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.