Guru Ownership Trend
Guru Analysis for LandBridge Company LLC (LB)
LandBridge Company LLC (LB), a key player in the Energy sector, continues to attract institutional attention.
As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $432.19 M.
Top institutional holders include Murray Stahl and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $1.88 M net inflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for LandBridge Company LLC (LB)
Major holders include Murray Stahl ($276.44 M), Cliff Asness ($3.48 M), Jefferies Group ($2.86 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 5.78 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.88 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited LB. The total reported sell value was $2.03 M.
Yes, 2 managers opened new positions in LB, and 2 increased their existing holdings. The total reported buy value was $3.91 M.