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LB
8 quarters

Position history for FIRST MANHATTAN CO. LLC.'s holdings in LANDBRIDGE COMPANY LLC

FIRST MANHATTAN CO. LLC. holds 7.1M shares of LB (LANDBRIDGE COMPANY LLC), worth $487.3M as of 2026-Q1. The position was increased (+2.9% shares). LB represents 1.4% of FIRST MANHATTAN CO. LLC.'s portfolio.

Current Value

$487.3M

Current Shares

7.1M

Total Value Change

+$442.8M

Total Shares Change

+5.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.1M
+2.9%
$487.3M1.4%$73.33
51
2025-Q4
Increased
6.9M
+24.0%
$338.7M0.9%$50.22
53
2025-Q3
Increased
5.5M
+77.7%
$295.1M0.8%$52.77
66
2025-Q2
Increased
3.1M
+11.2%
$210.3M0.6%$67.34
48
2025-Q1
Increased
2.8M
+3.1%
$201.3M0.6%$69.35
44
2024-Q4
Increased
2.7M
+23.5%
$175.3M0.5%$64.79
52
2024-Q3
Increased
2.2M
+14.4%
$86M0.3%$39.49
41
2024-Q2
New
1.9M
-
$44.5M0.1%$22.97
48

Other major holders of LB: HORIZON KINETICS ASSET MANAGEMENT LLC, MORGAN STANLEY

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