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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $388.81 M.
Top institutional holders include Murray Stahl and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $2.69 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 533.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for LandBridge Company LLC (LB)
Major holders include Murray Stahl ($390.63 M), Cliff Asness ($5.37 M), Paul Tudor Jones ($2.79 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 5.8 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.69 M, with 4 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited LB. The total reported sell value was $2.86 M.
Yes, 1 managers opened new positions in LB, and 3 increased their existing holdings. The total reported buy value was $5.55 M.