UBS AM’s LandBridge Co LB Stock Holding History

UBS AM’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	$1.82M	Buy	22,953 +2,680	+13%	+$184K	﹤0.01%	2089
2026 Q1	$1.4M	Sell	20,273 -286	-1%	-$18.2K	﹤0.01%	2194
2025 Q4	$1.01M	Buy	20,559 +2,953	+17%	+$172K	﹤0.01%	2133
2025 Q3	$939K	Sell	17,606 -19,233	-52%	-$1.06M	﹤0.01%	2035
2025 Q2	$2.49M	Buy	36,839 +17,112	+87%	+$1.23M	﹤0.01%	2052
2025 Q1	$1.42M	Buy	19,727 +10,846	+122%	+$767K	﹤0.01%	2161
2024 Q4	$574K	Buy	+8,881	New	+$533K	﹤0.01%	2533

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

UBS AM's LB Position: Q2 2026 in Review

UBS AM increased its LandBridge Co (LB) stake by 13% in Q2 2026, buying an estimated $184K and bringing the position to 22,953 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

UBS AM first reported a position in LB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q2 2025. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

UBS AM held 22,953 shares of LandBridge Co worth $1.82M as of Q2 2026.
UBS AM bought 2,680 LandBridge Co shares in Q2 2026, an estimated $184K.
LandBridge Co made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2089 holding.
UBS AM first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
UBS AM's LandBridge Co position peaked at $2.49M in Q2 2025.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.