Position in LB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,437,440
+$570,640 QoQ
Shares Held
56,000
0.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2
of 30 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026VIKING FUND MANAGEMENT LLC holds $34,302,490 across 7 Oil & Gas Equipment & Services names. LB ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGS |
Kodiak Gas Services, Inc.
|
100,000 | $7,513,000 | |
| 2 | AROC |
Archrock, Inc.
|
180,000 | $7,327,800 | |
| 3 | BKR |
Baker Hughes Co
|
130,000 | $7,215,000 | |
| 4 | LB |
LandBridge Co LLC
This page
|
56,000 | $4,437,440 | |
| 5 | NEXT |
NextDecade Corp
|
500,000 | $3,770,000 | |
| 6 | FTI |
TechnipFMC plc
|
40,000 | $2,652,000 | |
| 7 | TS |
Tenaris SA
|
25,000 | $1,387,250 |
All Filings in LB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,437,440 | 56,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,866,800 | 56,000 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,919,200 | 80,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,134,000 | 40,000 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||