LandBridge Co LLC (LB) research
LandBridge Co LLC- Sector
- Energy
- Industry
- Oil & Gas Equipment & Services
- Last price
- $83.79
- As of
LandBridge Co LLC (LB): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-01.
As of . Source: SEC EDGAR filings for LB. Method and limitations.
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Preview the LB dossierActive signals for LB
- highCONSENSUS_BUY
4 tracked funds increased LB this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
Point72 Asset Management, L.P. cut 80% of LB (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +1020% to LB (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +62% to LB (2026Q2)
- mediumNEW_POSITION
D. E. Shaw & Co., Inc. new position in LB
FREE, NO ACCOUNT
Every signal on LB, as it fires
You are seeing 5 of 11 signals recorded on LB since 2026-05-30.
The five above landed across 2 days. The other 6 were recorded on 4 other days. 6 of the 11 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in LB (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 514952100 · 2026Q2 | $41.1M | 0.03% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 514952100 · 2026Q2 | $16.7M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 514952100 · 2026Q2 | $1.8M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 514952100 · 2026Q2 | $1.5M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 514952100 · 2026Q2 | $398K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, LB
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
LB against its peers
LB's operating margin of 59.5% ranks in the 98th percentile of 20 Oil & Gas Equipment & Services sub-industry peers, fiscal period ending 2025-12-31.
| Metric | LB | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 199M USD | 1.1B USD | 7 | 21 |
| Gross margin | n/a | 13.8% | n/a | 7 |
| Operating margin | 59.5% | 10.0% | 98 | 20 |
| Net margin | 15.1% | 7.1% | 93 | 20 |
| Return on equity | 8.9% | 11.7% | 45 | 18 |
| P / E | 89.1x | 21.2x | 88 | 11 |
Peers (21): WTTR, INVX, NESR, XPRO, USAC, HLX, WBI, AESI, WHD, OII, VTOL, FTK, WFRD, FLOC, ACDC, CLB, SND, HAL, NCSM, BKR, NINE. Left out: EROK (no annual filing), SBOEF (no annual filing), HMH (no annual filing), OMSE (period gap). Fiscal period ending 2025-12-31. Every figure is one full fiscal year read from one annual filing (LB: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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