Position in LB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$51,087,295
+$10,148,172 QoQ
Shares Held
644,716
+8.7% QoQ
Ownership
0.836%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#8
of 192 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $325,970,430 across 7 Oil & Gas E&P names. LB ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
413,457 | $180,945,321 | |
| 2 | LB |
LandBridge Co LLC
This page
|
644,716 | $51,087,295 | |
| 3 | EXE |
EXPAND ENERGY Corp
|
480,720 | $43,836,856 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
236,700 | $41,607,126 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
70,750 | $3,436,327 | |
| 6 | VIST |
Vista Energy, S.A.B. de C.V.
|
44,500 | $2,839,100 | |
| 7 | PR |
Permian Resources Corp
|
120,500 | $2,218,405 |
All Filings in LB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,087,295 | 644,716 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $40,939,123 | 592,891 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $29,045,730 | 592,891 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $30,930,356 | 579,763 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $35,119,163 | 519,668 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $36,780,619 | 511,268 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $27,556,292 | 426,568 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,515,212 | 422,168 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,361,752 | 58,823 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||