Vanguard Portfolio Management
LB

Vanguard Portfolio Management’s LandBridge Co LB Stock Holding History

Vanguard Portfolio 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 		$100M Buy
1,267,116
+27,218
+2% +$1.87M ﹤0.01% 1500
2026
Q1 		$85.6M Buy
+1,239,898
New +$78.8M ﹤0.01% 1495

Other funds holding LB

First Manhattan
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Vanguard Portfolio Management's LB Position: Q2 2026 in Review

Vanguard Portfolio Management increased its LandBridge Co (LB) stake by 2.2% in Q2 2026, buying an estimated $1.87M and bringing the position to 1,267,116 shares worth $100M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Vanguard Portfolio Management first reported a position in LB in Q1 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Vanguard Portfolio Management held 1,267,116 shares of LandBridge Co worth $100M as of Q2 2026.
  • Vanguard Portfolio Management bought 27,218 LandBridge Co shares in Q2 2026, an estimated $1.87M.
  • LandBridge Co made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1500 holding.
  • Vanguard Portfolio Management first reported a position in LandBridge Co in Q1 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.