Morgan Stanley

13F Holdings History for LandBridge Co LLC - Class A shares, representing limited liability company interests (LB)

Symbol: LB on NYSE
Investment type: Equity / Class A shares, representing limited liability company interests
Latest Disclosed Ownership: 4.01M shares
Security Ownership: 17.2%

Shares, Excluding Options vs Price

Value, Excluding Options

Morgan Stanley ownership in LandBridge Co LLC Class A shares, representing limited liability company interests (LB)

2025-08-05 - Morgan Stanley has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 4.01M shares of LandBridge Co LLC Class A shares, representing limited liability company interests (LB). This represents 17.2% percent ownership of the company. In their previous filing dated 2025-05-06, MORGAN STANLEY had reported owning 3.31M shares, indicating an increase of 21.1% percent.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Morgan Stanley	17.2%	+21.4%	$292M	4.01M	+698,866	+21.1%	$72.84	13G/A	6/30/2025	5 Aug 2025 11:52:28
Morgan Stanley	14.2%	+42%	$208M	3.31M	+979,328	+42.1%	$62.85	13G/A	3/31/2025	6 May 2025 16:03:13
Morgan Stanley	10%		$146M	2.33M			$62.85	13G	2/28/2025	6 Mar 2025 16:39:46

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	0.02%	+0%	$312M	4.62M	+920,854	+24.9%	$67.58	Q2 2025
3/31/2025	0.02%	+0.02%	$266M	3.7M	+3,275,538	+700%	$71.94	Q1 2025
12/31/2024	0%	+0%	$27.4M	424K	+8,049		$64.60	Q4 2024
9/30/2024	0%	+0%	$16.3M	416K	+415,555	NEW	$39.12	Q3 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.