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LB · Energy

LANDBRIDGE COMPANY LLC

USA Energy Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
21
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in LANDBRIDGE COMPANY LLC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$5.9B
Industry
Oil & Gas Equipment & Services
Sector
Energy
Exchange
NYSE
About LANDBRIDGE COMPANY LLC

LandBridge Company LLC, together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It sells brackish water and other surface composite materials. The company was founded in 2021 and is headquartered in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.

Who's behind the signal
Every informed buyer we can see on LB, across all three feeds.
Hedge funds · 4
Citadel Advisors Increased +120%
AQR Capital Management Increased +6%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 7
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2021-01-04 Chris Jacobs · R-NY House SOLD $1,001 - $15,000
2020-03-18 Gilbert Ray Cisneros, Jr. · D-CA House SOLD $1,001 - $15,000
2020-02-07 Gilbert Ray Cisneros, Jr. · D-CA House BOUGHT $1,001 - $15,000
2019-06-20 Alan S. Lowenthal · D-CA House SOLD $15,001 - $50,000
2017-05-16 Sheldon Whitehouse · D-RI Senate SOLD $1,001 - $15,000
2017-04-05 Sheldon Whitehouse · D-RI Senate SOLD $15,001 - $50,000
2017-04-05 Sheldon Whitehouse · D-RI Senate SOLD $1,001 - $15,000
Not a model pick — but on our radar. LANDBRIDGE COMPANY LLC isn't in the top-10 model right now, but 4 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
4
Investors
1
New positions
3
Increasing
0
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Tudor Investment's portfolio
Trust weight: 1.0×
Increased +120%
% of portfolio
0.0%
Position change
+120%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +113%
% of portfolio
0.0%
Position change
+113%
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
Increased +6%
% of portfolio
0.0%
Position change
+6%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to LANDBRIDGE COMPANY LLC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell LANDBRIDGE COMPANY LLC or any security.

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