Ticker · CUSIP 514952100

LB

LANDBRIDGE COMPANY LLC
Energy·Oil & Gas Equipment & Services
···Share
Holders (tracked)
7
Combined shares
573,631
Combined value
$28.10M
Last close
$67.23
Quarter
2025Q4
Price · 1Y$67.23-1.37 (-2.00%)H $85.27 · L $44.13 · Avg Vol 482K
Position opened
$50.00$60.00$70.00$80.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
Flat over the last 7 quarters.
742024Q22025Q4
Price is +37.2% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

11 events
  1. Ken Griffin (Citadel Advisors) added2026-02-17
    +122,421 shares · 2025Q4
    Position
  2. Two Sigma Investments trimmed2026-02-17
    −146,420 shares · 2025Q4
    Position
  3. Izzy Englander (Millennium Mgmt) added2026-02-17
    +80,035 shares · 2025Q4
    Position
  4. Steve Cohen (Point72) exited2026-02-17
    −27,998 shares · 2025Q4
    Position
  5. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +6,378 shares · 2025Q4
    Position
  6. AQR Capital Management added2026-02-17
    +4,289 shares · 2025Q4
    Position
  7. Izzy Englander (Millennium Mgmt) trimmed2025-11-14
    −79,005 shares · 2025Q3
    Position
  8. Steve Cohen (Point72) added2025-11-14
    +4,364 shares · 2025Q3
    Position
  9. Two Sigma Investments added2025-11-14
    +7,440 shares · 2025Q3
    Position
  10. AQR Capital Management opened position2025-11-14
    +66,785 shares · 2025Q3
    Position
  11. Ray Dalio (Bridgewater Associates) exited2025-11-13
    −89,418 shares · 2025Q3
    Position

Insider activity

No insider transactions in the last 30 days.
View full insider history for LB →
Follow-the-investor returns
If you'd copied each holder of LB…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
Izzy Englander (Millennium Mgmt)2024Q2$46.48+44.6%$10.2M
Ken Griffin (Citadel Advisors)2024Q4$50.52+33.1%$15.1M
Ken Griffin (Citadel Advisors)2024Q4$50.52+33.1%$15.1M
Ken Griffin (Citadel Advisors)2024Q4$50.52+33.1%$15.1M
AQR Capital Management2025Q3$53.09+26.6%$4.8M
Paul Tudor Jones (Tudor Investment)2024Q4$58.16+15.6%$429K
Two Sigma Investments2024Q2$65.43+2.7%$3.0M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.
New positions1
Added to3
Trimmed1
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2024Q2
4
$23.7M
2024Q3
1
$6.9M
2024Q4
8
$52.0M
2025Q1
7
$29.5M
2025Q2
8
$44.2M
2025Q3
7
$29.0M
2025Q4
7
$28.1M

Who owns LB

7 super-investors · 2025Q4
Tracked stake
573.6K
shares
Combined value
$28M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New1Added5Trim1
#ManagerSharesValue
1Ken Griffin
Citadel Advisors
224.7K$11M
2Izzy Englander
Millennium Mgmt
151.0K$7M
3AQR Capital Management71.1K$3M
4Two Sigma Investments44.0K$2M
5Ken Griffin
Citadel Advisors
42.2K$2M
6Ken Griffin
Citadel Advisors
34.2K$2M
7Paul Tudor Jones
Tudor Investment
6.4K$312K

Recent moves

20 transactions
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