WhaleCreep

Which hedge funds own LB? LANDBRIDGE COMPANY LLC, Q2 2026 13F holders

EnergyOil & Gas E&P

22 tracked hedge funds disclosed a position in LB (LANDBRIDGE COMPANY LLC) in their Q2 2026 13F filings, worth $1.1bn in total. The largest holder by portfolio weight is Horizon Kinetics (Murray Stahl) at 5.2% of its book. 5 opened a new position this quarter: Occudo Quantitative Strategies LP, Aristeia Capital, L.L.C., Voleon Capital Management LP, Quantbot Technologies LP. 7 exited: Aventail Capital Group, LP, Aquatic Capital Management LLC, Trexquant Investment LP.

22
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
5
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
7
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$3.4m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$11.2m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$1.1bn
Combined value
Sum of the holders' reported positions in the security.
1.8%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

22 rows
Horizon Kinetics (Murray Stahl) Long-only investor5.2%$461m5.82m+2.9%added
Summit Street Capital Management, LLC Hedge fund2.3%$16.1m203,365−11%reduced
First Manhattan Long-only investor1.4%$561m7.08m+0.4%held
Seven Grand Managers, LLC Hedge fund0.3%$7.9m100,0000.0%held
Cinctive Capital Management LP Hedge fund0.2%$3.9m49,826+691%added
Ghisallo Capital Management LLC Hedge fund0.2%$7.9m100,0000.0%held
Gsa Capital Partners LLP Hedge fund0.07%$1.2m14,602−51%reduced
Occudo Quantitative Strategies LP Hedge fund0.05%$1.0m12,659–new
Two Sigma Investments, LP Hedge fund0.03%$41.1m518,850−4.9%reduced
Tudor Investment Corp ET AL Hedge fund0.03%$6.7m83,955+108%added
Brevan Howard Capital Management LP Hedge fund0.01%$834k10,528−16%reduced
Engineers Gate Manager LP Hedge fund0.01%$875k11,040−23%reduced
Millennium Management LLC Hedge fund0.01%$16.7m211,305+1020%added
Aristeia Capital, L.L.C. Hedge fund0.01%$516k6,517–new
Marshall Wace, LLP Hedge fund0.01%$9.4m118,494−79%reduced
Voleon Capital Management LP Hedge fund0.01%$296k3,733–new
Quantbot Technologies LP Hedge fund0.0%$78.5k991–new
Balyasny Asset Management L.P. Hedge fund0.0%$1.4m17,401−24%reduced
AQR Capital Management LLC Hedge fund0.0%$6.0m75,633−2.8%reduced
Citadel Advisors LLC Hedge fund0.0%$1.8m22,360−89%reduced
D. E. Shaw & Co., Inc. Hedge fund0.0%$1.5m19,042–new
Point72 Asset Management, L.P. Hedge fund0.0%$398k5,020−80%reduced