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 Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $342.55 M.
Top institutional holders include Murray Stahl and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $5.39 M net inflow during the quarter.
Recent activity highlights Cliff Asness who opened a new position.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 3.66% | Add 2.4% | 5,632,113 | $300.47 M | Q3 2025 | |
| 0.00% | New Buy | 66,785 | $3.56 M | Q3 2025 | |
| 0.00% | Add 18.5% | 27,998 | $1.49 M | Q3 2025 | |
| 0.01% | New Buy | 10,000 | $533,500 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for LandBridge Company LLC (LB)
Major holders include Murray Stahl ($300.47 M), Cliff Asness ($3.56 M), Steven Cohen ($1.49 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 5.74 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.39 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 $6.04 M.
Yes, 2 managers opened new positions in LB, and 2 increased their existing holdings. The total reported buy value was $11.43 M.