← Holdings
LB

LANDBRIDGE CO LLC-A

2 managers · $469M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$469M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Horizon KineticsⓘAdd+2.9%$461M5.23%Contrarian / Real assets
SprottⓘAdd+1.48%$8M0.25%Precious metals & critical materials / Commodity cycle
What managers sayⓘ
2026-07-15Horizon KineticsBull2nd Quarter 2026 CommentaryDetail →
2026-01-29Horizon KineticsBull4th Quarter 2025 CommentaryDetail →
13D/G Ownership Filingsⓘ
SCHEDULE 13G/AHorizon Kinetics20.9%July 29, 2026 ↗SCHEDULE 13G/AHorizon Kinetics22.2%October 29, 2025 ↗SCHEDULE 13GHorizon Kinetics23.6%July 23, 2025 ↗SCHEDULE 13D/AHorizon Kinetics23.2%December 23, 2024 ↗SCHEDULE 13D/AHorizon Kinetics29.5%September 23, 2024 ↗

Links open the original SEC EDGAR filing. Covers tracked managers only.

Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

3y revenue CAGR 65% · latest net margin 15.1% · FCF consistently positive

Revenue$0.20B
Rev. YoY+81.1%
Gross margin—
Net margin15.1%
Net income$0.03B
Free cash flow$0.12B
Operating cash flow$0.13B
ROE8.9%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.