Position in LB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$21,232,595
+$2,838,711 QoQ
Shares Held
267,953
+0.6% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
8.01%
of 13F equity value
Holder Rank
#16
of 192 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026MAD RIVER INVESTORS holds $146,104,416 across 2 Oil & Gas E&P names. LB ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
285,330 | $124,871,821 | |
| 2 | LB |
LandBridge Co LLC
This page
|
267,953 | $21,232,595 |
All Filings in LB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,232,595 | 267,953 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $18,393,884 | 266,385 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,881,136 | 262,934 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,860,337 | 241,056 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,864,675 | 234,754 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $16,852,160 | 234,253 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,080,999 | 233,452 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,097,356 | 232,550 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||