Landbridge Co Llc-a (LB) 13F Filing Data & Analysis (Q2 2026)

LB ranks #3109 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LB is a top-conviction position for Mad River Investors — at 7.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LB belongs to First Manhattan Co. LLC., but the position matters far more to Mad River Investors, who has 7.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Annex Advisory Services, LLC has added to its LB position for two straight quarters, increasing it by $1.3M to reach $3.4M today.

LB is up 0.4% today, and institutions have been net buyers of $301.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LB posted net income of $37.2M over the trailing twelve months, and currently trades at a P/E of 168.0.

• Profitable — net income of $37.2M over the trailing twelve months
• Revenue grew 44.1% year over year
• Net income improved year over year, from $19.1M to $37.2M
• Generated $126.3M in positive operating cash flow
• Current ratio of 4.87x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.68x equity — within a conventional range