LB

LandBridge Company LLC
LB

Overview Fund Activity

143 hedge funds and large institutions have $1.68B invested in LandBridge Company LLC in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+21
Holders Change %
+17.21%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
42
Increased
63
Reduced
25
Closed
19
Calls
$13.5M
Puts
$9.71M
Net Calls
+$3.79M
Net Calls Change
+$3.21M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$236M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$84.3M
3
BlackRock
BlackRock
New York
+$40M
4
Jane Street
Jane Street
New York
+$34.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.8M
2
HCC
Hill City Capital
Massachusetts
-$38.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$20.1M
4
OMC
Oasis Management Company
Cayman Islands
-$18.8M
5
YCM
Yaupon Capital Management
New York
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$395M +$6.31M +87,682 +2%
Morgan Stanley
2
Morgan Stanley
New York
$266M +$236M +3,275,538 +773%
First Manhattan
3
First Manhattan
New York
$201M +$6.09M +84,701 +3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$85.8M +$84.3M +1,171,142 +5,290%
BlackRock
5
BlackRock
New York
$70.9M +$40M +555,414 +129%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$69M -$72.8M -1,011,419 -51%
Vanguard Group
7
Vanguard Group
Pennsylvania
$50.2M +$7.34M +102,085 +17%
HRCM
8
Hood River Capital Management
Florida
$46.1M – – –
Jane Street
9
Jane Street
New York
$39.5M +$34.7M +481,945 +711%
SIC
10
Schwartz Investment Counsel
Michigan
$36.8M +$6.09M +84,700 +20%
Raymond James Financial
11
Raymond James Financial
Florida
$23.7M +$371K +5,155 +2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$23.3M +$20.1M +279,537 +622%
SSCM
13
Summit Street Capital Management
New York
$22.4M +$3.01M +41,905 +16%
GCM
14
Ghisallo Capital Management
Massachusetts
$18M +$8.99K +125 +0.1%
BGM
15
Burkehill Global Management
New York
$18M – – –
UBS Group
16
UBS Group
Switzerland
$17.5M +$5.16M +71,765 +42%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$17M +$15.3M +212,124 +900%
MRI
18
Mad River Investors
Massachusetts
$16.9M +$57.6K +801 +0.3%
DCM
19
Driehaus Capital Management
Illinois
$14.1M -$51.8K -720 -0.4%
GGHC
20
Gilder Gagnon Howe & Co
New York
$13.3M -$6.75M -93,778 -34%
AAS
21
Annex Advisory Services
Wisconsin
$13.1M +$11.8M +163,662 +907%
MC
22
Moors & Cabot
Massachusetts
$11.7M -$2.58M -35,799 -18%
CA
23
Cortland Associates
Missouri
$10.9M +$50.1K +696 +0.5%
HHAM
24
HITE Hedge Asset Management
Massachusetts
$9.44M +$9.44M +131,229 New
MIM
25
Monashee Investment Management
Massachusetts
$8.99M – – –
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