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LB

LandBridge Co
LB

Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$349M +$12.5M +208,408 +4%
First Manhattan
2
First Manhattan
New York
$175M +$31M +516,380 +24%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$127M -$24.5M -407,666 -17%
HRCM
4
Hood River Capital Management
Florida
$41.4M +$38.5M +641,345 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.5M +$35.8M +595,663 New
HCC
6
Hill City Capital
Massachusetts
$38.4M -$24.3M -405,000 -41%
BlackRock
7
BlackRock
New York
$27.8M +$8.74M +145,511 +51%
SIC
8
Schwartz Investment Counsel
Michigan
$27.6M +$264K +4,400 +1%
Morgan Stanley
9
Morgan Stanley
New York
$27.4M +$484K +8,049 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$20.9M +$19.5M +323,968 New
Citadel Advisors
11
Citadel Advisors
Florida
$20.4M +$19.3M +321,523 New
OMC
12
Oasis Management Company
Cayman Islands
$18.8M +$17.5M +291,520 New
GGHC
13
Gilder Gagnon Howe & Co
New York
$18M +$4.42M +73,651 +36%
SSCM
14
Summit Street Capital Management
New York
$17.7M +$16.2M +269,191 New
YCM
15
Yaupon Capital Management
New York
$16.1M -$1.21M -20,187 -7%
GCM
16
Ghisallo Capital Management
Massachusetts
$16.1M +$12M +199,875 +400%
BFM
17
Boston Financial Management
Massachusetts
$15.3M +$14.2M +236,475 New
BGM
18
Burkehill Global Management
New York
$15.3M +$15M +249,875 New
MRI
19
Mad River Investors
Massachusetts
$15.1M +$54.2K +902 +0.4%
MC
20
Moors & Cabot
Massachusetts
$12.8M +$5.33M +88,755 +81%
DCM
21
Driehaus Capital Management
Illinois
$12.7M +$11.8M +196,220 New
Renaissance Technologies
22
Renaissance Technologies
New York
$11.1M +$10.3M +171,300 New
UBS Group
23
UBS Group
Switzerland
$11.1M +$8.61M +143,313 +513%
HCM
24
Heights Capital Management
California
$10.8M +$10M +166,583 New
CA
25
Cortland Associates
Missouri
$9.73M +$9.04M +150,573 New
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