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The company

LandBridge Corporation

LB · NYSE

EnergyEnergy RoyaltyLeading

LB stood above a rising 150-day average in 33 of the last 52 weekly readings, including each of the last 17 weeks. It is 8.0% above that average now. Energy Royalty: 38% of its 8 stocks in an uptrend (−12 points in four weeks); Energy: 36% (−8 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
17 in a row
Industry in uptrend
38% -13 in 4 wk
Insider buys, 12 months
$329K
Insider sales, 12 months
$908.2M
Officials’ trades on record
15
Institutions holding
185 (+8)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 33 of 52 weeks.

17 Apr – 16 Oct
15%44%73%Apr 26Jun 26Jul 26Sep 26Oct 26

Energy Royalty: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Energy: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$506.1M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

15 disclosed lines: House 12, Senate 3, executive 0; 8 people.

WhoDidAmountTraded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$15k–$50k21 Nov 2025filed 15 Dec 2025
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$50k–$100k20 Nov 2025filed 15 Dec 2025
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$50k–$100k6 Aug 2025filed 12 Sep 2025
Chris Jacobs House: U.S. House ClerkNY27sold$1k–$15k4 Jan 2021filed 17 Feb 2021
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39sold$1k–$15k18 Mar 2020filed 16 Apr 2020
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39bought$1k–$15k7 Feb 2020filed 10 Mar 2020
Dean Phillips House: U.S. House ClerkMN03sold$1k–$15k13 Aug 2019filed 16 Sep 2019
Dean Phillips House: U.S. House ClerkMN03bought$1k–$15k20 Jun 2019filed 11 Jul 2019
Greg Gianforte House: U.S. House ClerkMT00sold$15k–$50k26 Mar 2018filed 13 Apr 2018
Greg Gianforte House: U.S. House ClerkMT00bought$50k–$100k11 Oct 2017filed 25 Oct 2017
Sheldon Whitehouse Senate: U.S. Senate eFDSenatorsolddependent child$1k–$15k16 May 2017filed 8 Jun 2017
Sheldon Whitehouse Senate: U.S. Senate eFDSenatorsoldjoint$15k–$50k5 Apr 2017filed 10 May 2017

Insiders

Buy orders, 12 months3
Sale orders, 12 months9
Buyers · sellers3 · 6
WhoDidSharesTraded
David N. CapobiancoDirector, 10% ownersold1,250,000at $75.057 Aug 2026filed 11 Aug 2026
Landbridge Holdings LlcDirector, 10% ownersold1,250,000at $75.057 Aug 2026filed 11 Aug 2026
Charles L. WatsonDirectorsold13,000at $75.006 Mar 2026filed 6 Mar 2026
Charles L. WatsonDirectorsold9,670at $75.194 Mar 2026filed 6 Mar 2026
Charles L. WatsonDirectorsold30,680at $74.072 Mar 2026filed 6 Mar 2026
Scott Lloyd McNeelyOfficerbought549at $45.496 Jan 2026filed 7 Jan 2026
Jason Thomas LongDirector, Officerbought2,143at $46.595 Jan 2026filed 7 Jan 2026
Harrison Fenner BollingOfficerbought850at $46.845 Jan 2026filed 7 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders185+8 on the quarter
New · exited34 · 25
Reported value$2.1B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
FIRST MANHATTAN CO. LLC.added · filed 14 Aug 20267,082,845$561.2M+25,617+0.4%
HORIZON KINETICS ASSET MANAGEMENT LLCadded · filed 11 Aug 20265,821,263$461.3M+164,129+2.9%
FMR LLCadded · filed 13 Aug 20261,775,450$140.7M+440,622+33.0%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20261,267,116$100.4M+27,218+2.2%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCadded · filed 12 Aug 20261,235,265$97.9M+347,799+39.2%
MORGAN STANLEYreduced · filed 13 Aug 2026731,836$58.0M-743,991−50.4%
SCHWARTZ INVESTMENT COUNSEL INCadded · filed 27 Jul 2026644,716$51.1M+51,825+8.7%
Hood River Capital Management LLCreduced · filed 14 Aug 2026592,619$47.0M-28,456−4.6%
UBS Group AGreduced · filed 13 Aug 2026573,587$45.5M-59,582−9.4%
DF DENT & CO INCadded · filed 14 Aug 2026567,536$45.0M+69,729+14.0%
30 Jun 2024 – 30 Jun 2026
38109180Jun 24Dec 24Jun 25Dec 25Jun 26

News

No headline names it lately.

Everyone who traded it

David N. Capobianco Company insiderDirector, 10% owner · last 7 Aug 20260 · 3
Five Point Energy Gp Ii Llc Company insiderDirector, 10% owner · last 7 Aug 20260 · 1
LandBridge Holdings LLC Company insiderDirector, 10% owner · last 7 Aug 20260 · 1
Andrea Liria Nicolas Company insiderDirector · last 4 Aug 20260 · 0
Charles L. Watson Company insiderDirector · last 4 Aug 20261 · 3
Harrison Fenner Bolling Company insiderOfficer · last 4 Aug 20261 · 0
Jason Frederick Williams Company insiderOfficer · last 4 Aug 20260 · 0
Jason Thomas Long Company insiderDirector, Officer · last 4 Aug 20261 · 0
Scott Lloyd McNeely Company insiderOfficer · last 4 Aug 20261 · 0
Ty P. Daul Company insiderDirector · last 4 Aug 20261 · 0
Valerie Chase Company insiderDirector · last 4 Aug 20261 · 0
Gilbert Ray Cisneros, Jr. HouseCA31 · last 21 Nov 20254 · 1

Same industry

SJT San Juan Basin Royalty TrustAbove a falling average+18%
NRT North European Oil Royality TrustAbove a falling average+2%
SBR Sabine Royalty TrustNot moving yet-2%
TPL Texas Pacific LandNot moving yet-12%
MTR Mesa Royalty TrustNot moving yet-42%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202559.5%
Free cash flow marginFY 2025 · to 31 Dec 202561.3%
Return on capital employedFY 2025 · to 31 Dec 20258.8%
Cash conversionFY 2025 · to 31 Dec 2025419%
Debt to equityFY 2025 · to 31 Dec 20251.68×
Interest coverFY 2025 · to 31 Dec 2025-3.62×
Cash and equivalentsFY 2025 · to 31 Dec 2025$30.7M
Free cash flowFY 2025 · to 31 Dec 2025$122.0M

Analyst forecasts

No analyst forecasts yet.