LB · Insider trading · 13F holders · Congress trades
LandBridge Co LLC (LB)
Who is buying and selling LB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 20
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $187.6M
- Congress trades, 12 months
- 3
LB at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 2 LB insiders filed 2 sales worth $187.6M on SEC Form 4, and no open-market purchases.
- 20 13F filers hold LB among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Mad River Investors (8.8%), Msrh, LLC (5.7%) and Horizon Kinetics Asset Management LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- Members of Congress have disclosed 11 LB trades since 2016, 3 purchases and 0 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), buying $15K–50K on Nov 21, 2025.
- LB last closed at $82.83 on Oct 29, 2026.
LB insider trading
Between Aug 1, 2026 and Oct 29, 2026, 2 LB insiders filed 2 sales worth $187.6M on SEC Form 4, and no open-market purchases.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026 | LandBridge Holdings LLC | Director, 10% Owner | Sale | 1,250,000 | $75.05 | $93.8M | SEC |
| Aug 11, 2026 | Capobianco David N | Director, 10% Owner | Sale | 1,250,000 | $75.05 | $93.8M | SEC |
Who owns LB? Hedge funds and superinvestors
20 13F filers hold LB among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Mad River Investors (8.8%), Msrh, LLC (5.7%) and Horizon Kinetics Asset Management LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| First Manhattan Co. LLC.Wealth manager | 1.4% | $561.2M | 7,082,845 | +0.4% shares | Q2 2026 |
| Horizon Kinetics Asset Management LLCAsset manager | 5.2% | $461.3M | 5,821,263 | +2.9% shares | Q2 2026 |
| Schwartz Investment Counsel IncMutual fund manager | 2.4% | $68.5M | 844,263 | +31.0% shares | Q3 2026 |
| Df Dent & Co IncInvestment manager | 0.9% | $45.0M | 567,536 | +14.0% shares | Q2 2026 |
| Mad River InvestorsWealth manager | 8.8% | $21.6M | 266,705 | -0.5% shares | Q3 2026 |
| Moors & Cabot, Inc.Wealth manager | 0.8% | $19.9M | 251,704 | +12.4% shares | Q2 2026 |
| Ashford Capital Management IncAsset manager | 2.0% | $18.6M | 234,860 | -5.5% shares | Q2 2026 |
| One Charles Private Wealth Services, LLCWealth manager | 4.1% | $17.8M | 224,152 | -4.9% shares | Q2 2026 |
| EagleClaw Capital Managment, LLCAsset manager | 2.2% | $16.7M | 210,805 | +0.9% shares | Q2 2026 |
| Summit Street Capital Management, LLCHedge fund | 2.3% | $16.1M | 203,365 | -10.5% shares | Q2 2026 |
| Cortland Associates Inc/moInvestment manager | 2.1% | $14.6M | 179,842 | -53.2% shares | Q3 2026 |
| one8zero8, LLCWealth manager | 1.3% | $6.6M | 83,668 | +7.7% shares | Q2 2026 |
| Msrh, LLCHedge fund | 5.7% | $6.5M | 93,756 | -0.1% shares | Q1 2026 |
| Promethium Advisors,llcWealth manager | 2.8% | $5.6M | 68,965 | +0.1% shares | Q3 2026 |
| Atlas Wealth Partners, LLCWealth manager | 3.3% | $3.0M | 38,420 | +1.0% shares | Q2 2026 |
| Ipswich Investment Management Co., Inc.Wealth manager | 0.5% | $2.3M | 28,882 | — | Q3 2026 |
| Santa Monica Partners LPHedge fund | 0.9% | $1.5M | 18,000 | +0.0% shares | Q3 2026 |
| Pecaut & Co.Wealth manager | 0.4% | $1.3M | 15,895 | +0.0% shares | Q3 2026 |
| Adalta Capital Management LLCWealth manager | 0.4% | $1.0M | 12,735 | +12.8% shares | Q2 2026 |
| Renaissance Capital LLCMutual fund manager | 0.5% | $746K | 9,186 | -26.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 11, Q1 2026: 1). Screen LB in the grand portfolio →
LB stock trades by members of Congress
Members of Congress have disclosed 11 LB trades since 2016, 3 purchases and 0 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), buying $15K–50K on Nov 21, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Dec 15, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $15K–50K | Nov 21, 2025 | +44.0% |
| Dec 15, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $50K–100K | Nov 20, 2025 | +38.3% |
| Sep 12, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $50K–100K | Aug 6, 2025 | +39.3% |
| Feb 17, 2021 | Chris JacobsR-NY · House | Sale | $1K–15K | Jan 4, 2021 | — |
| Apr 16, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Mar 18, 2020 | — |
| Mar 10, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Feb 7, 2020 | — |
| Sep 16, 2019 | Dean PhillipsD-MN · House | Sale | $1K–15K | Aug 13, 2019 | — |
| Jun 8, 2017 | Sheldon WhitehouseD-RI · Senate | Sale | $1K–15K | May 16, 2017 | — |
| May 10, 2017 | Sheldon WhitehouseD-RI · Senate | Sale | $15K–50K | Apr 5, 2017 | — |
| May 10, 2017 | Sheldon WhitehouseD-RI · Senate | Sale | $1K–15K | Apr 5, 2017 | — |
| Jun 30, 2016 | Richard L. HannaR-NY · House | Sale | $1K–15K | May 17, 2016 | — |
5 members have traded LB: Gilbert Ray Cisneros, Jr., Chris Jacobs, Dean Phillips, Sheldon Whitehouse, Richard L. Hanna.
Analysis mentioning LB
Posts from the blog that cover LandBridge Co LLC, newest first.
LB questions and answers
Are insiders buying LB stock?
Between Aug 1, 2026 and Oct 29, 2026, 2 LB insiders filed 2 sales worth $187.6M on SEC Form 4, and no open-market purchases.
Which hedge funds own LB?
20 13F filers hold LB among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Mad River Investors (8.8%), Msrh, LLC (5.7%) and Horizon Kinetics Asset Management LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded LB?
Members of Congress have disclosed 11 LB trades since 2016, 3 purchases and 0 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), buying $15K–50K on Nov 21, 2025.
Who is the largest holder of LB?
Among 13F filers, First Manhattan Co. LLC. reports the largest LB position, $561.2M (7,082,845 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Mad River Investors's: 8.8% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.