YCM
LB

Yaupon Capital Management’s LandBridge Company LLC LB Stock Holding History

Yaupon Capital Management’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,700
Closed -$1.99M – 128
2025
Q1 		$1.99M Sell
27,700
-222,175
-89% -$16M 0.1% 63
2024
Q4 		$16.1M Sell
249,875
-20,187
-7% -$1.3M 0.67% 39
2024
Q3 		$10.6M Sell
270,062
-229,938
-46% -$9M 0.57% 52
2024
Q2 		$11.6M Buy
+500,000
New +$11.6M 0.59% 35