172 tracked 13F filers disclose a position in LB as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FIRST MANHATTAN CO. LLC. | $487.3M | 7.1M | ▲+2.8% Added · +195K sh | Q1 2026 | |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC | $461.3M | 5.8M | ▲+2.9% Added · +164K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $101.9M | 1.5M | ▼−70% Reduced · −3.4M sh | Q1 2026 | |
| 4 | FMR LLC | $92.2M | 1.3M | ▲+64% Added · +521K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $85.6M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 6 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $97.9M | 1.2M | ▲+39% Added · +348K sh | Q2 2026 | |
| 7 | SCHWARTZ INVESTMENT COUNSEL INC | $51.1M | 645K | ▲+8.7% Added · +52K sh | Q2 2026 | |
| 8 | UBS Group AG | $43.7M | 633K | ▲+130% Added · +358K sh | Q1 2026 | |
| 9 | Hood River Capital Management LLC | $47.0M | 593K | ▼−4.6% Reduced · −28K sh | Q2 2026 | |
| 10 | MARSHALL WACE, LLP | $38.8M | 562K | ▲+294% Added · +420K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $37.7M | 545K | ▲12× Added · +501K sh | Q1 2026 | |
| 12 | DF DENT & CO INC | $34.4M | 498K | ▲+13% Added · +59K sh | Q1 2026 | |
| 13 | CORTLAND ASSOCIATES INC/MO | $30.5M | 384K | ▼−3.6% Reduced · −14K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $25.1M | 363K | ▼−6.5% Reduced · −25K sh | Q1 2026 | |
| 15 | MAD RIVER INVESTORS | $21.2M | 268K | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 16 | Moors & Cabot, Inc. | $19.9M | 252K | ▲+12% Added · +28K sh | Q2 2026 | |
| 17 | ASHFORD CAPITAL MANAGEMENT INC | $18.6M | 235K | ▼−5.5% Reduced · −14K sh | Q2 2026 | |
| 18 | Summit Street Capital Management, LLC | $15.7M | 227K | —Held | Q1 2026 | |
| 19 | One Charles Private Wealth Services, LLC | $17.8M | 224K | ▼−4.9% Reduced · −12K sh | Q2 2026 | |
| 20 | JANE STREET GROUP, LLC | $14.8M | 215K | ▲+110% Added · +113K sh | Q1 2026 | |
| 21 | EagleClaw Capital Managment, LLC | $16.7M | 211K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 22 | CITADEL ADVISORS LLC | $14.1M | 204K | ▼−9.1% Reduced · −20K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $13.0M | 188K | ▲+40% Added · +53K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $10.8M | 157K | ▲+42% Added · +46K sh | Q1 2026 | |
| 25 | SEI INVESTMENTS CO | $9.3M | 135K | ▲+100% Added · +67K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in LB and 27 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 83 funds | $69.2B |
| AMAZON.COM INCAMZN | 82 funds | $54.5B |
| ALPHABET INC-CL AGOOGL | 82 funds | $38.9B |
| APPLE INCAAPL | 80 funds | $78.3B |
| NVIDIA CORPNVDA | 79 funds | $110.1B |
| ALPHABET INC-CL CGOOG | 79 funds | $32.3B |
| ELI LILLY & COLLY | 79 funds | $20.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 78 funds | $11.9B |
| CHEVRON CORPCVX | 77 funds | $8.9B |
| JOHNSON & JOHNSONJNJ | 76 funds | $15.0B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $29.1B |
| JPMORGAN CHASE & COJPM | 75 funds | $14.7B |
Ranked by how many of LB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 7, 2026 | LandBridge Holdings LLC | Director, 10% Owner | Sell (S) | 1.3M | $93.8M |
| Aug 7, 2026 | Capobianco David N | Director, 10% Owner | Sell (S) | 1.3M | $93.8M |
| Mar 6, 2026 | WATSON CHARLES L. | Director | Sell (S) | 13K | $975K |
| Mar 4, 2026 | WATSON CHARLES L. | Director | Sell (S) | 10K | $727K |
| Mar 2, 2026 | WATSON CHARLES L. | Director | Sell (S) | 31K | $2.3M |
| Jan 6, 2026 | McNeely Scott Lloyd | See Remarks | Buy (P) | 549 | $25K |
| Jan 5, 2026 | Long Jason Thomas | See Remarks, Director | Buy (P) | 2K | $100K |
| Jan 5, 2026 | Bolling Harrison Fenner | See Remarks | Buy (P) | 850 | $40K |
| Nov 18, 2025 | Capobianco David N | Director, 10% Owner | Sell (S) | 2.5M | $175.0M |
| Nov 18, 2025 | Five Point Energy GP III LP | Director, 10% Owner | Sell (S) | 2.5M | $175.0M |
| Nov 18, 2025 | Five Point Energy Fund III AIV-VIII LP | Director, 10% Owner | Sell (S) | 2.5M | $175.0M |
| May 23, 2025 | Capobianco David N | Director, 10% Owner | Sell (S) | 1.9M | $143.0M |
Connected entities for LB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LB/capital-change-brief"
Use Arkolith's capital_change_brief for LB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.