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LB Landbridge Company LLC

Energy, filed as LANDBRIDGE COMPANY LLC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 5.2%
  • $461M
  • 1 add

In 2026 Q2 Murray Stahl added to Landbridge.

Who owns this now

Largest portfolio weights among holders, up to 5.2% (Murray Stahl, Horizon Kinetics Asset Management). Not free-float ownership.

  1. Murray Stahl Add 5.2%

Who owns LB

Sorted by value, long equity only, as of 2026 Q2.

History
Murray Stahl, Horizon Kinetics Asset Management 5.2%, was 4.2% Add +2.9% 5,821,263 $461M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LB insider trades
  • $165K bought by 3 insiders
  • $717M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. LandBridge Holdings LLC Director, +7 joint filers
    Sale
    $93.8M 1,250,000 shares at $75.05 100% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  2. Charles L. Watson Director
    Sale
    $4M 53,350 shares at $74.50 45% of stake
    Traded Mar 2–6 Filed Mar 6
    ↗
  3. Harrison Fenner Bolling See Remarks
    Buy
    $40K 850 shares at $46.84 +1.3% to stake
    Traded Jan 5 Filed Jan 7
    ↗
  4. Scott Lloyd McNeely See Remarks
    Buy
    $25K 549 shares at $45.49 +0.7% to stake
    Traded Jan 6 Filed Jan 7
    ↗
  5. Jason Thomas Long See Remarks
    Buy
    $100K 2,143 shares at $46.59 +1% to stake
    Traded Jan 5 Filed Jan 7
    ↗
  6. Five Point Energy Fund II AIV-VII LP Director, +1 joint filer
    Sale
    $175M 2,500,000 shares at $70.00 100% of stake
    Traded Nov 18, 2025 Filed Nov 21, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 8 stock grants, 5 conversions, 5 other transactions, and 4 share withholdings for taxes.

Congress

1 member of Congress traded LB in the last three years: 3 buys and 0 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $15K–$50K Nov 21, 2025 filed Dec 15, 2025
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $50K–$100K Nov 20, 2025 filed Dec 15, 2025
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $50K–$100K Aug 6, 2025 filed Sep 12, 2025

SEC filings

Recent issuer filings from EDGAR, 21 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 7.01 Filing Doc
10-K Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2024 FY2025
Revenue $109.95M $199.09M
Net income $5.11M $30.13M
Net margin * 4.6% 15.1%

Balance sheet

Metric FY2024 FY2025
Total current assets $53.32M $59.82M
Total non-current assets $0.95B $1.31B
Total assets $1B $1.37B
Total current liabilities $14.41M $12.29M
Total non-current liabilities $381M $559.78M
Total equity $436.01M $340.3M

Cash flow

Metric FY2024 FY2025
Cash from operations $67.64M $126.27M
Cash from investing -$724.35M -$233.07M
Cash from financing $655.92M $100.51M
Net change in cash -$0.791M -$6.29M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.