13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
LB

LANDBRIDGE COMPANY LLC

190 institutions still hold LANDBRIDGE COMPANY LLC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 514952100·190 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.7%
vs prior quarter
13F value held
$1.6B
49.0% inst. owned
of float
Holders
190
-56 QoQ
filers reporting
Activity
+26 / −93
+851 added · −757 reduced
this quarter
Concentration
30.58%
FIRST MANHATTAN CO. LLC. #1
top holder share
AI Holders Summary · Q1 2026

190 institutions reported LB in Q1 2026. FIRST MANHATTAN CO. LLC. leads at 30.6% of the visible book. -56 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FIRST MANHATTAN CO. LLC.
CIK 0000728083
$487M7.1M1.35%Q1 202602
HORIZON KINETICS ASSET MANAGEMENT LLC
CIK 0001056823
$391M5.7M4.23%Q1 202603
MORGAN STANLEY
CIK 0000895421
$102M1.5M0.01%Q1 202604
FMR LLC
CIK 0000315066
$92M1.3M0.00%Q1 202605
Vanguard Portfolio Management
CIK 0002100121
$86M1.2M0.00%Q1 202606
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$61M887K0.20%Q1 202607
UBS Group AG
CIK 0001610520
$44M633K0.01%Q1 202608
Hood River Capital Management LLC
CIK 0001578177
$43M621K0.43%Q1 202609
SCHWARTZ INVESTMENT COUNSEL INC
CIK 0000909151
$41M593K1.45%Q1 202610
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$38M545K0.03%Q1 202611
DF DENT & CO INC
CIK 0000934999
$34M498K0.66%Q1 202612
CORTLAND ASSOCIATES INC/MO
CIK 0001014315
$28M399K3.95%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M363K0.01%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$20M288K0.00%Q1 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$19M275K0.03%Q1 202616
MAD RIVER INVESTORS
CIK 0001384484
$18M266K6.62%Q1 202617
ASHFORD CAPITAL MANAGEMENT INC
CIK 0000897070
$17M249K2.12%Q1 202618
One Charles Private Wealth Services, LLC
CIK 0001800938
$16M236K4.07%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$16M234K0.00%Q1 202620
Summit Street Capital Management, LLC
CIK 0001595533
$16M227K2.22%Q1 2026
Page 1 of 10
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