Position in LB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$101,905,851
-$137,899,802 QoQ
Shares Held
1,475,827
-69.9% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026MORGAN STANLEY holds $4,833,146,744 across 43 Oil & Gas Equipment & Services names. LB ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
40,159,562 | $2,063,799,883 | |
| 2 | BKR |
Baker Hughes Co
|
12,955,827 | $790,953,230 | |
| 3 | HAL |
Halliburton Co
|
17,258,914 | $672,925,052 | |
| 4 | FTI |
TechnipFMC plc
|
3,124,767 | $216,015,136 | |
| 5 | LB |
LandBridge Co LLC
This page
|
1,475,827 | $101,905,851 | |
| 6 | SEI |
Solaris Energy Infrastructure, Inc.
|
1,707,455 | $96,488,278 | |
| 7 | AROC |
Archrock, Inc.
|
2,186,565 | $76,092,458 | |
| 8 | USAC |
USA Compression Partners, LP
|
2,805,009 | $76,071,843 |
All Filings in LB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,905,851 | 1,475,827 | Shares | Defined | 2026-05-15 | |
| 2026-01-31 | $121,285,533 | 2,110,782 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $239,805,653 | 4,894,992 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $264,020,398 | 4,948,836 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $312,219,326 | 4,619,996 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $266,116,273 | 3,699,142 | Shares | Defined | 2025-05-15 | |
| 2025-02-28 | $161,027,172 | 2,327,655 | Shares | Sole | 2025-03-06 | |
| 2024-12-31 | $27,364,816 | 423,604 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $16,256,509 | 415,555 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||