Viking Fund Management’s LandBridge Co LB Stock Holding History

Viking Fund 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	$4.44M	Hold	56,000	–	–	0.4%	82
2026 Q1	$3.87M	Sell	56,000 -24,000	-30%	-$1.53M	0.4%	80
2025 Q4	$3.92M	Buy	80,000 +40,000	+100%	+$2.33M	0.45%	80
2025 Q3	$2.13M	Buy	+40,000	New	+$2.21M	0.26%	97

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

Viking Fund Management's LB Position: Q2 2026 in Review

Viking Fund Management held its LandBridge Co (LB) position steady in Q2 2026 at 56,000 shares worth $4.44M. The position accounts for 0.4% of the portfolio, ranked #82.

Viking Fund Management first reported a position in LB in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Viking Fund Management held 56,000 shares of LandBridge Co worth $4.44M as of Q2 2026.
Viking Fund Management left its LandBridge Co share count unchanged in Q2 2026.
LandBridge Co made up 0.4% of Viking Fund Management's portfolio in Q2 2026, its #82 holding.
Viking Fund Management first reported a position in LandBridge Co in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.