Adalta Capital Management LLC

Position in LB — LandBridge Co LLC

CIK 1698926 NEW YORK, NY

Position in LB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,009,121

+$229,892 QoQ

Shares Held

12,735

+12.8% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#87

of 192 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Energy · as of Jun 30, 2026

Adalta Capital Management LLC holds $2,979,329 across 4 Oil & Gas E&P names. LB ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPL	Texas Pacific Land Corp	2,385	$1,043,771
2	LB	LandBridge Co LLC This page	12,735	$1,009,121
3	EQT	EQT Corp	15,895	$845,137
4	OBE	Obsidian Energy Ltd.	10,000	$81,300

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,009,121	12,735	+12.8%	Shares	Sole	2026-08-14
2026-03-31	$779,229	11,285	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.