LandBridge Company LLC

LB.US
Energy · Oil & Gas Equipment & Services
75.02
-0.36 (-0.48%)
USD · NYSE

Company Information

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Company Name
LandBridge Company LLC
Sector
Energy
Industry
Oil & Gas Equipment & Services
Exchange
NYSE
ISIN: US5149521008
CIK: 0001995807
Currency: USD
Full Time Employees: 4
Phone: 713 230 8864
Website: https://www.landbridgeco.com
Fiscal Year End: December
IPO Date: Jun 28, 2024
Description:

LandBridge Company LLC, together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It sells brackish water and other surface composite materials. The company was founded in 2021 and is headquartered in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.

Address:

5555 San Felipe Street, Houston, TX, United States, 77056

People

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Directors & Officers

Name Title Year Born
Mr. Jason Long President, CEO & Director 1982
Mr. Scott L. McNeely Executive VP & CFO 1985
Mr. Jason Williams Executive VP & Chief Administrative Officer 1980
Mr. Harrison F. Bolling Executive VP & General Counsel 1983
Mr. Mae Herrington Director of Investor Relations NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 06, 2026 Charles L Watson N/A Sale 13.00K $75.00 $975.00K
Mar 04, 2026 Charles L Watson N/A Sale 9.67K $75.19 $727.09K
Mar 02, 2026 Charles L Watson N/A Sale 30.68K $74.07 $2.27M
Jan 06, 2026 Scott Lloyd Mcneely N/A Purchase 549.00 $45.49 $24.97K
Jan 05, 2026 Harrison Fenner Bolling N/A Purchase 850.00 $46.84 $39.81K
Jan 05, 2026 Jason Thomas Long N/A Purchase 2.14K $46.59 $99.84K
Nov 21, 2025 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $57.27 N/A
Nov 20, 2025 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $59.48 N/A
Nov 18, 2025 Point Energy Fund Aiv- Five II N/A Sale 2.50M $70.00 $175.00M
Aug 06, 2025 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $59.42 N/A
May 23, 2025 David N Capobianco N/A Sale 1.90M $75.25 $142.98M

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
First Manhattan Co. LLC 7.06M Mar 31, 2026 25.35% $1.35 2.85%
Horizon Asset Management Inc/ny 5.66M Mar 31, 2026 20.32% $4.23 0.25%
Morgan Stanley - Brokerage Accounts 1.48M Mar 31, 2026 5.30% $0.01 -69.85%
FMR Inc 1.33M Mar 31, 2026 4.79% $0.00 64.03%
Vanguard Portfolio Management, LLC 1.24M Mar 31, 2026 4.45% $0.00 0.00%
William Blair Investment Management, LLC 887.47K Mar 31, 2026 3.19% $0.20 28.56%
Vanguard Group Inc 861.82K Dec 31, 2025 3.10% $0.00 0.82%
UBS Group AG 633.17K Mar 31, 2026 2.27% $0.01 130.37%
Hood River Capital Management LLC 621.08K Mar 31, 2026 2.23% $0.43 0.00%
Schwartz Investment Counsel Inc 592.89K Mar 31, 2026 2.13% $1.45 0.00%
Marshall Wace Asset Management Ltd 562.06K Mar 31, 2026 2.02% $0.04 294.41%
Two Sigma Investments LLC 545.48K Mar 31, 2026 1.96% $0.03 1,138.43%
DF Dent & Co Inc 497.81K Mar 31, 2026 1.79% $0.66 13.40%
Cortland Associates Inc 398.71K Mar 31, 2026 1.43% $3.95 -2.34%
CapTrust Financial Advisors 274.56K Mar 31, 2026 0.99% $0.03 2.45%
MRM-HORIZON ADVISORS LLC 266.39K Mar 31, 2026 0.96% $6.62 1.31%
Ashford Capital Management Inc 248.54K Mar 31, 2026 0.89% $2.12 0.00%
One Charles Private Wealth Services, LLC 235.77K Mar 31, 2026 0.85% $4.07 -0.40%
Summit Street Capital Management 227.26K Mar 31, 2026 0.82% $2.22 0.00%
Moors & Cabot Inc 223.99K Mar 31, 2026 0.80% $0.66 8.67%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Horizon Kinetics Inflation Bnfcrs ETF 1.29M 4.62% ▲ 0.00% Jun 30, 2026
2 Vanguard Real Estate Index Investor 1.06M 3.81% ▲ 1.66% Jun 30, 2026
3 Kinetics Paradigm No Load 916.40K 3.29% ▲ 0.00% Mar 31, 2026
4 Fidelity Dividend Growth 691.70K 2.48% ▲ 0.00% May 31, 2026
5 Hood River Small-Cap Growth Instl 593.22K 2.13% ▲ 0.00% Mar 31, 2026
6 Horizon Core Value - Strategy 586.87K 2.11% ▲ 6.15% Mar 31, 2026
7 T. Rowe Price Small-Cap Stock 569.12K 2.04% ▲ 0.00% Jun 30, 2026
8 T. Rowe Price US Small-Cap Core Equity 569.12K 2.04% ▲ 0.00% Jun 30, 2026
9 DF Dent Small Cap Growth 452.42K 1.63% ▼ 1.91% Jun 30, 2026
10 Kinetics Small Cap Opportunities No Load 395.04K 1.42% ▲ 0.00% Mar 31, 2026

Financial Highlights

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Market Cap: $5.81B
EBITDA: $135.94M
P/E Ratio: $77.71
Book Value: $12.37
Dividend/Share: $0.42
Dividend Yield: 0.55%
Earnings/Share: $0.97
Profit Margin: 15.71%
Operating Margin: 57.21%
ROA (TTM): 6.47%
ROE (TTM): 10.47%
Revenue (TTM): $206.15M
Revenue/Share (TTM): $7.94
Earnings Growth (YOY): 15.10%
Revenue Growth (YOY): 16.10%

Valuation Metrics

Enterprise Value: $2.63B
Trailing P/E: 77.71
Forward P/E: 21.60

Shares Statistics

Shares Outstanding: 27.84M
Shares Float: 27.59M
% Insiders: 52.50%
% Institutions: 9,964.90%
Short % Float: 13.80%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

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Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$199.09M
Cost of Goods Sold
adjust
$-18.01M
Gross Profit
subtotal
$181.08M
SG&A
adjust
$-62.45M
Operating Income
subtotal
$118.50M
Other / Non-Operating Items
adjust
$-88.37M
Net Income
subtotal
$30.13M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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