LB

LandBridge Company LLC
LB

Overview Fund Activity

122 hedge funds and large institutions have $1.25B invested in LandBridge Company LLC in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 16 closing their positions.

Holders
122
Holders Change
+64
Holders Change %
+110.34%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
26
Reduced
11
Closed
16
Calls
$5.99M
Puts
$5.41M
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

1
HRCM
1
Hood River Capital Management
Florida
$41.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.5M
3
First Manhattan
3
First Manhattan
New York
$175M
4
Raymond James Financial
4
Raymond James Financial
Florida
$20.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$20.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M
2
HCC
2
Hill City Capital
Massachusetts
$38.4M
3
BCM
3
Bornite Capital Management
New York
$0
4
ZP
4
Zimmer Partners
New York
$0
5
Fidelity International
5
Fidelity International
Bermuda
$3.39M
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$349M 5,399,275 +208,408 +4%
First Manhattan
2
First Manhattan
New York
$175M 2,713,506 +516,380 +24%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$127M 1,970,455 -407,666 -17%
HRCM
4
Hood River Capital Management
Florida
$41.4M 641,345 +641,345 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.5M 595,663 +595,663 New
HCC
6
Hill City Capital
Massachusetts
$38.4M 595,000 -405,000 -41%
BlackRock
7
BlackRock
New York
$27.8M 429,722 +145,511 +51%
SIC
8
Schwartz Investment Counsel
Michigan
$27.6M 426,568 +4,400 +1%
Morgan Stanley
9
Morgan Stanley
New York
$27.4M 423,604 +8,049 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$20.9M 323,968 +323,968 New
Citadel Advisors
11
Citadel Advisors
Florida
$20.4M 321,523 +321,523 New
OMC
12
Oasis Management Company
Cayman Islands
$18.8M 291,520 +291,520 New
GGHC
13
Gilder Gagnon Howe & Co
New York
$18M 278,856 +73,651 +36%
SSCM
14
Summit Street Capital Management
New York
$17.7M 269,191 +269,191 New
YCM
15
Yaupon Capital Management
New York
$16.1M 249,875 -20,187 -7%
GCM
16
Ghisallo Capital Management
Massachusetts
$16.1M 249,875 +199,875 +400%
BFM
17
Boston Financial Management
Massachusetts
$15.3M 236,475 +236,475 New
BGM
18
Burkehill Global Management
New York
$15.3M 249,875 +249,875 New
MRI
19
Mad River Investors
Massachusetts
$15.1M 233,452 +902 +0.4%
MC
20
Moors & Cabot
Massachusetts
$12.8M 198,725 +88,755 +81%
DCM
21
Driehaus Capital Management
Illinois
$12.7M 196,220 +196,220 New
Renaissance Technologies
22
Renaissance Technologies
New York
$11.1M 171,300 +171,300 New
UBS Group
23
UBS Group
Switzerland
$11.1M 171,228 +143,313 +513%
HCM
24
Heights Capital Management
California
$10.8M 166,583 +166,583 New
CA
25
Cortland Associates
Missouri
$9.73M 150,573 +150,573 New
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