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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $522.09 M.
Top institutional holders include Murray Stahl and Paul Tudor Jones.
Notably, Murray Stahl has expressed high conviction in this stock, allocating 5.23% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $14.68 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 107.9%. Conversely, Steven Cohen reduced exposure by 80.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for LandBridge Company LLC (LB)
Major holders include Murray Stahl ($461.28 M), Paul Tudor Jones ($6.65 M), Cliff Asness ($5.99 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 5.99 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14.68 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited LB. The total reported sell value was $1.78 M.
Yes, 0 managers opened new positions in LB, and 2 increased their existing holdings. The total reported buy value was $16.46 M.