LandBridge Co

LB

Market cap $1.35B

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) ("LandBridge") today announced that it will release its financial results for the third quarter of 2025 after market close on Wednesday, November 12, 2025. LandBridge will host a webcast and conference call to discuss its results on Thursday, November 13, 2025, at 9:30 a.m. Central Time / 10:30 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Events and Presentations section of the LandBridge Inv.

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/water royalties, data center buildout, and defense modernization, all supported by secular tailwinds. In light of recent underperformance due to energy weakness and tariffs, I plan to use market dips to add to cyclical and infrastructure holdings.

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced it has finalized the sale of a solar project to a leading, publicly-traded energy infrastructure developer. In connection with the transaction, LandBridge received an upfront cash payment and the right to receive contingent future cash payments based on the achievement of certain developmental milestones. The solar project is a 3,000-acre photovoltaic solar energy generation project in Reeves County, Texa.

The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality changes how we must invest. We should focus on companies central to America's big picture goals, not just quarterly earnings. My strategy targets the essential pillars of national success: Energy independence, AI infrastructure, a reshored industrial base, and a modernized defense apparatus.

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it has entered into an agreement to acquire approximately 37,500 total acres, across Loving, Reeves, Winkler and Ward counties, Texas, from 1918 Ranch & Royalty, LLC (the “Acquisition”), with closing anticipated to occur in the fourth quarter of 2025, subject to customary closing conditions. The acreage to be acquired consists of approximately 22,000 fee surface acres, approximately 3,500 surface.

Building a resilient retirement portfolio requires a mix of disruption-proof income from REITs, midstream energy, and high-yielding assets, plus growth stocks and ETFs. Current market challenges—AI disruption, weak job market, inflation risks—make long-term planning difficult, but also highlight the need for self-reliance and diversification. Core portfolio holdings should include large, proven REITs, natural gas midstream companies, select high-yield stocks, BDCs, preferred equity ETFs, and actively managed income funds.

Investors need to pay close attention to LB stock based on the movements in the options market lately.

Energy stocks offer compelling value due to low sector valuations, supply constraints, and long-term demand growth, making the sector highly attractive for investors. OPEC+ spare capacity is dwindling, U.S. shale investment is declining, and political risks are curbing new supply, setting up a bullish environment for oil prices. Key investment ideas include Canadian oil sands, Permian Basin producers, and royalty/landowner companies, with a positive outlook for select natural gas and service firms.

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) announced that it has entered into a strategic agreement with NRG Energy, Inc. (“NRG”) with respect to a potential data center site in Reeves County, Texas, in the Delaware Basin. The site could potentially house a 1,100 MW, grid-connected natural gas power generation facility, which NRG could construct if an appropriate power purchase agreement for a data center is secured. Initial air permit applications and electric i.

I had a personal Eureka moment (a very mild one) that helped me simplify how I spot companies where demand far exceeds supply. Focusing on high-demand, short-supply sectors reveals opportunities in the biggest market disruptions in decades. My strategy targets mission-critical companies poised for long-term growth without chasing fleeting trends.