FIRST MANHATTAN CO. LLC.

Holdings History for LandBridge Co LLC - Class A Shares (LB)

Symbol: LB on NYSE
Investment type: Equity / Class A Shares
Latest Disclosed Shares Owned: 6,668,804 shares
Security Ownership %: 26%

Shares, Excluding Options vs Price

Value, Excluding Options

FIRST MANHATTAN CO. LLC. ownership in LandBridge Co LLC Class A Shares (LB)

07 Nov 2025 - FIRST MANHATTAN CO. LLC. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 6,668,804 shares of LandBridge Co LLC Class A Shares (LB). This represents 26% ownership of the company. In their previous filing dated 08 Sep 2025, FIRST MANHATTAN CO. LLC. had reported owning 4,993,365 shares, indicating an increase of +34%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
FIRST MANHATTAN CO. LLC.	26%	+33%	$355,780,693	6,668,804	+1,675,439	+34%	$53.35	13G/A	31 Oct 2025	07 Nov 2025, 13:31
FIRST MANHATTAN CO. LLC.	20%		$260,304,117	4,993,365			$52.13	13G/A	29 Aug 2025	08 Sep 2025, 16:08

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.89%	+0.17%	$338,713,592	6,861,939	+1,330,099	+24%	$49.36	Q4 2025
30 Sep 2025	0.78%	+0.34%	$295,123,664	5,531,840	+2,419,273	+78%	$53.35	Q3 2025
30 Jun 2025	0.59%	+0.06%	$210,347,278	3,112,567	+314,360	+11%	$67.58	Q2 2025
31 Mar 2025	0.59%	+0.02%	$201,303,012	2,798,207	+84,701		$71.94	Q1 2025
31 Dec 2024	0.51%	+0.1%	$175,292,488	2,713,506	+516,380	+24%	$64.60	Q4 2024
30 Sep 2024	0.25%	+0.03%	$85,951,569	2,197,126	+276,691	+14%	$39.12	Q3 2024
30 Jun 2024	0.14%	+0.14%	$44,458,070	1,920,435	+1,920,435	NEW	$23.15	Q2 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.