§ REAL ESTATE
USD · Real EstateLB
LANDBRIDGE CO LLC-A
USDSector · Real Estate
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
111 increased/new, 60 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | 7.1M | 1.4% | +3% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 5.7M | 4.2% | +0% |
| Morgan Stanley | 1.5M | 0.0% | −74% |
| Fidelity Management | 1.3M | 0.0% | +64% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | n/a | n/a |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 887K | 0.2% | +29% |
◇ AC INTELLIGENCE
Top institutional owners for LB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER64.0% · 0 holders
OTHER18.9% · 145 holders
DEEP VALUE9.2% · 1 holder
DEALER / BANK3.3% · 17 holders
QUALITY / COMPOUNDER3.2% · 9 holders
SYSTEMATIC / QUANT0.8% · 4 holders
TACTICAL / MACRO0.5% · 4 holders
PASSIVE / INDEX0.2% · 4 holders
INCOME / DEFENSIVE0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LB in the last 180 days.