Position in LB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$561,244,637
+$73,943,044 QoQ
Shares Held
7,082,845
+0.4% QoQ
Ownership
9.19%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#1
of 192 holders
Holding Since
Jun 2024
9 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 E&P
Energy · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $1,130,684,317 across 13 Oil & Gas E&P names. LB ranks #1 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LB |
LandBridge Co LLC
This page
|
7,082,845 | $561,244,637 | |
| 2 | TPL |
Texas Pacific Land Corp
|
1,064,741 | $465,973,251 | |
| 3 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
1,124,614 | $44,422,253 | |
| 4 | COP |
Conocophillips
|
162,995 | $16,944,960 | |
| 5 | RRC |
Range Resources Corp
|
399,877 | $14,871,425 | |
| 6 | DVN |
Devon Energy Corp/De
|
213,067 | $8,803,928 | |
| 7 | EOG |
Eog Resources Inc
|
37,123 | $4,815,966 | |
| 8 | FANG |
Diamondback Energy, Inc.
|
26,775 | $4,706,509 |
All Filings in LB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,244,637 | 7,082,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $487,301,593 | 7,057,228 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $336,166,391 | 6,861,939 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $295,123,664 | 5,531,840 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $210,347,277 | 3,112,567 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $201,303,011 | 2,798,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $175,292,487 | 2,713,506 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $85,951,569 | 2,197,126 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,458,070 | 1,920,435 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||