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Showing 8 of 9 quarters

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

FIRST MANHATTAN CO. LLC. holds 7.1M shares of LB (LANDBRIDGE COMPANY LLC), worth $561.2M as of 2026-Q2. The position was increased (+0.4% shares). LB represents 1.4% of FIRST MANHATTAN CO. LLC.'s portfolio.

Current Value

$561.2M

Current Shares

7.1M

Total Value Change

+$475.3M

Total Shares Change

+4.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.1M
+0.4%
$561.2M1.4%$79.24
50
2026-Q1
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

Other major holders of LB: HORIZON KINETICS ASSET MANAGEMENT LLC

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