Zimmer Partners’s LandBridge Co LB Stock Holding History

Zimmer Partners’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
2024 Q4	–	Sell	-300,000	Closed	-$11.7M	–	190
2024 Q3	$11.7M	Hold	300,000	–	–	0.21%	75
2024 Q2	$6.95M	Buy	+300,000	New	+$6.95M	0.13%	95

Other funds holding LB

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Zimmer Partners's LB Position: Q4 2024 in Review

Zimmer Partners sold out of LandBridge Co (LB) in Q4 2024, closing a stake of 300,000 shares — an estimated $11.7M sold.

Zimmer Partners first reported a position in LB in Q2 2024 and held it in 2 quarters. The position peaked at $11.7M in Q3 2024. 124 funds tracked by Wall St. Rank hold LB as of Q4 2024.

Zimmer Partners reported no remaining LandBridge Co position as of Q4 2024 after selling out during the quarter.
Zimmer Partners sold 300,000 LandBridge Co shares in Q4 2024, an estimated $11.7M.
Zimmer Partners first reported a position in LandBridge Co in Q2 2024 and held it in 2 quarters.
Zimmer Partners's LandBridge Co position peaked at $11.7M in Q3 2024.
124 funds tracked by Wall St. Rank held LandBridge Co as of Q4 2024.

Based on Zimmer Partners's 13F filing for Q4 2024, filed 14 Feb 2025.