Position in LB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,665,186
+$35,507,373 QoQ
Shares Held
545,477
+1138.4% QoQ
Ownership
0.708%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $607,509,076 across 30 Oil & Gas Equipment & Services names. LB ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEI |
Solaris Energy Infrastructure, Inc.
|
1,941,546 | $109,716,764 | |
| 2 | KGS |
Kodiak Gas Services, Inc.
|
1,796,988 | $104,800,340 | |
| 3 | HAL |
Halliburton Co
|
2,081,755 | $81,167,627 | |
| 4 | AROC |
Archrock, Inc.
|
1,585,729 | $55,183,369 | |
| 5 | LB |
LandBridge Co LLC
This page
|
545,477 | $37,665,186 | |
| 6 | FTI |
TechnipFMC plc
|
515,862 | $35,661,540 | |
| 7 | EFXT |
Enerflex Ltd.
|
1,347,650 | $28,192,838 | |
| 8 | NOV |
NOV Inc.
|
1,228,983 | $23,117,170 |
All Filings in LB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,665,186 | 545,477 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,157,813 | 44,046 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,161,361 | 190,466 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,368,897 | 183,026 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,075,980 | 84,459 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,531,536 | 23,708 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $277,800 | 12,000 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||