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FIRST MANHATTAN CO. LLC.

Position in LB — LandBridge Co LLC

CIK 728083 NEW YORK, NY

Position in LB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$487,301,593
+$151,135,202 QoQ
Shares Held
7,057,228
+2.8% QoQ
Ownership
9.16%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in LB Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $516,291,357 across 5 Oil & Gas Equipment & Services names. LB ranks #1 (94.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LB
LandBridge Co LLC
This page
7,057,228 $487,301,593

All Filings in LB

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10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $487,301,593 7,057,228
2025-12-31 $336,166,391 6,861,939
2025-10-31 $394,593,132 6,668,804
2025-09-30 $295,123,664 5,531,840
2025-08-29 $265,397,349 4,993,365
2025-06-30 $210,347,277 3,112,567
2025-03-31 $201,303,011 2,798,207
2024-12-31 $175,292,487 2,713,506
2024-09-30 $85,951,569 2,197,126
2024-06-30 $44,458,070 1,920,435