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LB position history

The shares of Landbridge (LB) that HORIZON KINETICS ASSET MANAGEMENT LLC reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 4,705,899 shares, $109M, 1.9% of portfolio, New
  2. 2024 Q3: 5,190,867 shares, $203M, 3.0% of portfolio, Add +10.3%
  3. 2024 Q4: 5,399,275 shares, $349M, 4.3% of portfolio, Add +4.0%
  4. 2025 Q1: 5,486,957 shares, $395M, 4.5% of portfolio, Add +1.6%
  5. 2025 Q2: 5,498,925 shares, $372M, 4.4% of portfolio, Add +0.2%
  6. 2025 Q3: 5,632,113 shares, $300M, 3.7% of portfolio, Add +2.4%
  7. 2025 Q4: 5,642,766 shares, $276M, 3.7% of portfolio, Add +0.2%
  8. 2026 Q1: 5,657,134 shares, $391M, 4.2% of portfolio, Add +0.3%
  9. 2026 Q2: 5,821,263 shares, $461M, 5.2% of portfolio, Add +2.9%
Holdings date Value % of holdings Shares Filing date All 13F holders