Yaupon Capital Management’s LandBridge Co LB Stock Holding History

Yaupon Capital 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 Q1	–	Sell	-51,258	Closed	-$2.51M	–	142
2025 Q4	$2.51M	Buy	51,258 +6,834	+15%	+$397K	0.09%	98
2025 Q3	$2.37M	Buy	+44,424	New	+$2.45M	0.09%	104
2025 Q2	–	Sell	-27,700	Closed	-$1.99M	–	144
2025 Q1	$1.99M	Sell	27,700 -222,175	-89%	-$15.7M	0.1%	82
2024 Q4	$16.1M	Sell	249,875 -20,187	-7%	-$1.21M	0.67%	53
2024 Q3	$10.6M	Sell	270,062 -229,938	-46%	-$7.74M	0.57%	61
2024 Q2	$11.6M	Buy	+500,000	New	+$11.6M	0.59%	53

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

Yaupon Capital Management's LB Position: Q1 2026 in Review

Yaupon Capital Management sold out of LandBridge Co (LB) in Q1 2026, closing a stake of 51,258 shares — an estimated $2.51M sold.

Yaupon Capital Management first reported a position in LB in Q2 2024 and held it in 6 quarters. The position peaked at $16.1M in Q4 2024. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Yaupon Capital Management reported no remaining LandBridge Co position as of Q1 2026 after selling out during the quarter.
Yaupon Capital Management sold 51,258 LandBridge Co shares in Q1 2026, an estimated $2.51M.
Yaupon Capital Management first reported a position in LandBridge Co in Q2 2024 and held it in 6 quarters.
Yaupon Capital Management's LandBridge Co position peaked at $16.1M in Q4 2024.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.