LandBridge Company LLC

NYSE:LB Stock Report

Market Cap: US$4.7b

LandBridge Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:LB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
20 Sep 24BuyUS$22,299,401Horizon Kinetics Holding CorporationCompany541,379US$41.19
19 Sep 24SellUS$19,479,016Horizon Kinetics Holding CorporationCompany473,942US$41.10
01 Jul 24BuyUS$149,600Ty DaulIndividual8,800US$17.00
01 Jul 24BuyUS$49,725Valerie ChaseIndividual2,925US$17.00
01 Jul 24BuyUS$1,999,200Wincrest Capital Ltd.Company117,600US$17.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LB?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders11,7250.0673%
Hedge Funds1,000,0005.74%
General Public1,296,7437.44%
Institutions15,116,53286.8%

Dilution of Shares: LB only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 88.16% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
29.8%
Horizon Kinetics Holding Corporation
5,190,867US$1.4b10.3%3.94%
13.7%
FMR LLC
2,378,121US$646.9m40.5%0.01%
12.6%
First Manhattan Co. LLC
2,197,126US$597.7m14.4%0.41%
5.74%
Hill City Capital LP
1,000,000US$272.0m0%4.06%
3.16%
Highsage Ventures, LLC
550,000US$149.6m0%no data
2.42%
Schwartz Investment Counsel, Inc.
422,168US$114.8m618%0.92%
1.98%
Bornite Capital Management LP
345,000US$93.9m0%3.63%
1.77%
AllianceBernstein L.P.
307,738US$83.7m0%0.01%
1.72%
Zimmer Partners, LP
300,000US$81.6m0%0.36%
1.72%
Morgan Stanley Investment Management Inc.
299,108US$81.4m0%0.01%
1.63%
BlackRock, Inc.
284,211US$77.3m-43.2%no data
1.55%
Yaupon Capital Management LP
270,062US$73.5m-46%1.12%
1.33%
MRM-Horizon Advisors, LLC
232,550US$63.3m0%6.56%
1.32%
Raymond James Financial Inc., Asset Management Arm
229,350US$62.4m9.21%0.01%
1.18%
Gilder Gagnon Howe & Co. LLC
205,205US$55.8m0%0.14%
1.05%
Fidelity International Ltd
183,142US$49.8m0%no data
1.02%
Millennium Management LLC
177,323US$48.2m-40.9%0.01%
0.67%
Wincrest Capital Ltd.
117,600US$32.0m0%100.0%
0.67%
Morgan Stanley, Investment Banking and Brokerage Investments
116,325US$31.6m0%no data
0.63%
Moors & Cabot, Inc., Asset Management Arm
109,970US$29.9m0%0.33%
0.57%
Blackstone Inc.
100,000US$27.2m0%0.03%
0.57%
Seven Grand Managers LLC
100,000US$27.2m14.3%1.26%
0.55%
Balyasny Asset Management L.P.
95,454US$26.0m-65.3%0.02%
0.47%
Tocqueville Asset Management LP
81,950US$22.3m0%0.08%
0.39%
HighTower Advisors, LLC
68,649US$18.7m370%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 20:56
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

LandBridge Company LLC is covered by 8 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Theresa ChenBarclays
Spiro DounisCitigroup Inc
John MackayGoldman Sachs