LB

LandBridge Company LLC
LB

Overview Fund Activity

58 hedge funds and large institutions have $587M invested in LandBridge Company LLC in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 19 closing their positions.

Holders
58
Holders Change
+21
Holders Change %
+56.76%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
9
Reduced
5
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$93M
2
HKAM
2
Horizon Kinetics Asset Management
New York
$203M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.3M
4
SIC
4
Schwartz Investment Counsel
Michigan
$16.5M
5
BCM
5
Bornite Capital Management
New York
$13.5M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
YCM
2
Yaupon Capital Management
New York
$10.6M
3
BlackRock
3
BlackRock
New York
$11.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$3.73M
5
CCM
5
Cinctive Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$203M 5,190,867 +484,968 +10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$93M 2,378,121 +686,070 +41%
First Manhattan
3
First Manhattan
New York
$86M 2,197,126 +276,691 +14%
HCC
4
Hill City Capital
Massachusetts
$39.1M 1,000,000 – –
SIC
5
Schwartz Investment Counsel
Michigan
$16.5M 422,168 +363,345 +618%
Morgan Stanley
6
Morgan Stanley
New York
$16.3M 415,555 +415,555 New
BCM
7
Bornite Capital Management
New York
$13.5M 345,000 +345,000 New
ZP
8
Zimmer Partners
New York
$11.7M 300,000 – –
BlackRock
9
BlackRock
New York
$11.1M 284,211 -215,789 -43%
YCM
10
Yaupon Capital Management
New York
$10.6M 270,062 -229,938 -46%
MRI
11
Mad River Investors
Massachusetts
$9.1M 232,550 +232,550 New
RJA
12
Raymond James & Associates
Florida
$8.97M 229,350 +19,350 +9%
GGHC
13
Gilder Gagnon Howe & Co
New York
$8.03M 205,205 +205,205 New
Fidelity International
14
Fidelity International
Bermuda
$7.16M 183,142 +183,142 New
Millennium Management
15
Millennium Management
New York
$6.94M 177,323 -122,677 -41%
MC
16
Moors & Cabot
Massachusetts
$4.3M 109,970 +109,970 New
Blackstone Inc
17
Blackstone Inc
New York
$3.91M 100,000 – –
SGM
18
Seven Grand Managers
New York
$3.91M 100,000 +12,500 +14%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$3.73M 95,454 -179,571 -65%
TAM
20
Tocqueville Asset Management
New York
$3.21M 81,950 +81,950 New
HighTower Advisors
21
HighTower Advisors
Illinois
$2.69M 68,649 +54,048 +370%
Cohen & Steers
22
Cohen & Steers
New York
$2.54M 64,824 -115,020 -64%
Squarepoint
23
Squarepoint
New York
$2.38M 60,916 +916 +2%
GCM
24
Ghisallo Capital Management
Massachusetts
$1.96M 50,000 – –
ZDA
25
Zweig-DiMenna Associates
New York
$1.96M 50,000 +50,000 New
1
2 3 4