WAVEMAN · COMPANY

LB · Landbridge Co Llc

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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LB

Name: LandBridge Co LLC (LB) insider trading and ownership data
Creator: WaveMan
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LandBridge Co LLC

INVESTMENT VEHICLES · OIL ROYALTY TRADERS · CIK 0001995807

CONGRESS · 1FORM 144 · 1☆ WATCH

INSIDER NET · 180D

-$187.6M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

104

13F, latest reported quarter

REVENUE GROWTH

+81.1%

XBRL, annual

NET MARGIN

15.1%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$187.6M over 180 days

-$187.6M over 90 days · -$187.6M of it by a 10%+ holder

the lowest in Investment Vehicles

CONGRESS

1 member bought in the last year

the lowest in Investment Vehicles

FUNDS

104 funds added or opened last quarter

more than 77% of Investment Vehicles

REVENUE

+81.1% year over year

more than 95% of Investment Vehicles

MARGIN

15.1% net margin

more than 54% of Investment Vehicles

BUYBACKS

no share repurchases reported

SHORT

15.9 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

104 funds added or opened positions in the latest 13F quarter, of 193 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +56.3%

+56.3%12M

INSIDER BUYINSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $187.6M sold by insiders over 180 days, 104 funds added last quarter, 1 Congress member(s) bought in 12 months, $94.2M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TPL EQIX BRT ACR IRM NYC IDCC SPG MDV MDRR DLB AAT

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, LandBridge Co LLC insiders sold a net $187.6M of stock across 19 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Capobianco David N

Director

SELL

2026-08-07

1,250,000.0

$93.8M

LandBridge Holdings LLC

Director

SELL

2026-08-07

1,250,000.0

$93.8M

WATSON CHARLES L.

Director

SELL

2026-03-06

13,000.0

$975.0K

WATSON CHARLES L.

Director

SELL

2026-03-04

9,670.0

$727.1K

WATSON CHARLES L.

Director

SELL

2026-03-02

30,680.0

$2.3M

19 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 14 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

FIRST MANHATTAN CO. LLC.

7,082,845.0 sh

$561.2M

HORIZON KINETICS ASSET MANAGEMENT LLC

5,821,263.0 sh

$461.3M

FMR LLC

1,775,450.0 sh

$140.7M

VANGUARD PORTFOLIO MANAGEMENT LLC

1,267,116.0 sh

$100.4M

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

1,235,265.0 sh

$97.9M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

LandBridge Holdings LLC

FILED 2026-08-07

$94.2M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

AVE MARIA GROWTH FOCUSED FUND

$5.1M POSITION · AS OF 2026-03-31

7.0%

AVE MARIA VALUE FOCUSED FUND

$7.7M POSITION · AS OF 2026-03-31

6.8%

Horizon Kinetics Inflation Beneficiaries ETF

$82.8M POSITION · AS OF 2026-03-31

5.6%

AVE MARIA VALUE FUND

$26.2M POSITION · AS OF 2026-03-31

5.0%

Kinetics Spin-Off and Corporate Restructuring Fund

$2.0M POSITION · AS OF 2026-03-31

4.9%

Kinetics Small Cap Opportunities Portfolio

$27.3M POSITION · AS OF 2026-03-31

4.8%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Jason Long

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2024

$24.6M

$90.3M

$11.2M

+281%

+4%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12
REVENUE	$199.1M	$110.0M	$72.9M
OPERATING INCOME	$118.5M	$-16.5M	$70.0M
NET INCOME	$72.4M	$-41.5M	$63.2M
EPS (DILUTED)	0.94	0.07	—
OPERATING CASH FLOW	$126.3M	$67.6M	$53.0M
CASH	$30.7M	$37.0M	$37.8M
LONG-TERM DEBT	$559.6M	$380.8M	$108.3M
DIVIDENDS PAID	$63.7M	$178.2M	$105.2M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE