First Manhattan Co. Llc.

13F Holdings History for LandBridge Co LLC - Class A Shares (LB)

Symbol: LB on NYSE
Investment type: Equity / Class A Shares
Latest Disclosed Ownership: 6.67M shares
Security Ownership: 26.3%

Shares, Excluding Options vs Price

Value, Excluding Options

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

2025-11-07 - FIRST MANHATTAN CO. LLC. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 6.67M shares of LandBridge Co LLC Class A Shares (LB). This represents 26.3% percent ownership of the company. In their previous filing dated 2025-09-08, FIRST MANHATTAN CO. LLC. had reported owning 4.99M shares, indicating an increase of 33.6% percent.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
FIRST MANHATTAN CO. LLC.	26.3%	+33%	$356M	6.67M	+1,675,439	+33.6%	$53.35	13G/A	10/31/2025	7 Nov 2025 13:31:35
FIRST MANHATTAN CO. LLC.	19.7%		$262M	4.99M			$52.53	13G/A	8/29/2025	8 Sep 2025 16:08:43

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
9/30/2025	0.78%	+0.34%	$295M	5.53M	+2,419,273	+77.7%	$53.35	Q3 2025
6/30/2025	0.59%	+0.06%	$210M	3.11M	+314,360	+11.2%	$67.58	Q2 2025
3/31/2025	0.59%	+0.02%	$201M	2.8M	+84,701		$71.94	Q1 2025
12/31/2024	0.51%	+0.1%	$175M	2.71M	+516,380	+23.5%	$64.60	Q4 2024
9/30/2024	0.25%	+0.03%	$86M	2.2M	+276,691	+14.4%	$39.12	Q3 2024
6/30/2024	0.14%	+0.14%	$44.5M	1.92M	+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.