Murray Stahl's LB Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 5.6M shares of LandBridge Company LLC (LB) worth $300.47 M, representing 3.66% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Murray Stahl has maintained this position in LB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2024, adding 485.0K shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's LandBridge Company (LB) Holding Value Over Time
Track share changes against reported price movement
Quarterly LandBridge Company (LB) Trades by Murray Stahl
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2024 | +4.71 M | New Buy | 4.71 M | $23.15 |
| Q3 2024 | +484,968 | Add 10.31% | 5.19 M | $39.12 |
| Q4 2024 | +208,408 | Add 4.01% | 5.4 M | $64.60 |
| Q1 2025 | +87,682 | Add 1.62% | 5.49 M | $71.94 |
| Q2 2025 | +11,968 | Add 0.22% | 5.5 M | $67.58 |
| Q3 2025 | +133,188 | Add 2.42% | 5.63 M | $53.35 |
Murray Stahl's LandBridge Company Investment FAQs
Murray Stahl first purchased LandBridge Company LLC (LB) in Q2 2024, acquiring 4,705,899 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held LandBridge Company LLC (LB) for 6 quarters since Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl's largest addition to LandBridge Company LLC (LB) was in Q2 2024, adding 4,705,899 shares worth $108.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 5,632,113 shares of LandBridge Company LLC (LB), valued at approximately $300.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, LandBridge Company LLC (LB) represents approximately 3.66% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl's peak holding in LandBridge Company LLC (LB) was 5,632,113 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.