Landbridge Corp: which funds bought and sold

Institutions that bought and sold Landbridge shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 103 institutions that filed 13F reports for both quarters added to or opened positions in Landbridge, and 83 cut or closed them. Together they added a net 1.2M shares, +4.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.7M shares (+15.2%); index fund managers were net buyers of 77K shares (+5.4%). 31 opened a new position and 25 sold out entirely.

Bought, Q2 2026 103 institutions, 31 of them new holders Sold, Q2 2026 83 institutions, 25 of them sold out

Net change, all compared +1.2M shares (+4.6%)

Net change, active managers +1.7M shares (+15.2%), 13 bought, 13 sold

Buyers versus sellers

institutions compared, 215

103 bought 29 83 sold

Active managers and hedge funds 13 bought · 13 sold · +1.7M

Index fund managers 5 bought · 0 sold · +77K

Other institutions 85 bought · 70 sold · −522K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+1.3M New position	1.3M	$101M
FMR LLC Active manager	+441K +33.0%	1.8M	$141M
William Blair Investment Management, LLC Active manager	+348K +39.2%	1.2M	$97.9M
Millennium Management LLC Hedge fund	+192K +1020.1%	211K	$16.7M
Horizon Kinetics Asset Management LLC	+164K +2.9%	5.8M	$461M
Daiwa Securities Group Inc.	+86K New position	86K	$6.8M
Df Dent & Co Inc	+70K +14.0%	568K	$45M
Jpmorgan Chase & Co	+57K +1138520.0%	57K	$4M
Goldman Sachs Group Inc	+54K +215.4%	79K	$6.2M
Schwartz Investment Counsel Inc	+52K +8.7%	645K	$51.1M
Xtx Topco Ltd	+46K +1024.5%	50K	$4M
Tudor Investment Corp Et Al Hedge fund	+44K +107.9%	84K	$6.7M
Cinctive Capital Management LP Hedge fund	+44K +690.8%	50K	$3.9M
TD Asset Management Inc	+43K New position	43K	$3.4M
Citigroup Inc	+36K +1174.9%	39K	$3.1M
Legal & General Group PLC	+35K +195.1%	52K	$4.1M
Wells Fargo & Company	+34K +18.2%	223K	$17.6M
Commonwealth Equity Services, LLC	+30K +110.4%	58K	$4.6M
Barclays PLC	+28K +90.0%	59K	$4.6M
Moors & Cabot, Inc.	+28K +12.4%	252K	$19.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+1.3M New position	1.3M	$101M
FMR LLC Active manager	+441K +33.0%	1.8M	$141M
William Blair Investment Management, LLC Active manager	+348K +39.2%	1.2M	$97.9M
Millennium Management LLC Hedge fund	+192K +1020.1%	211K	$16.7M
Tudor Investment Corp Et Al Hedge fund	+44K +107.9%	84K	$6.7M
Cinctive Capital Management LP Hedge fund	+44K +690.8%	50K	$3.9M
Tocqueville Asset Management L.P. Active manager	+28K +27.3%	128K	$10.2M
First Manhattan Co. Llc. Active manager	+26K +0.4%	7.1M	$561M
D. E. Shaw & Co., Inc. Hedge fund	+19K New position	19K	$1.5M
Aristeia Capital, L.L.C. Hedge fund	+6,517 New position	6,517	$516,407

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Morgan Stanley	−744K −50.4%	732K	$58M
Marshall Wace, LLP Hedge fund	−444K −78.9%	118K	$9.4M
Citadel Advisors LLC Hedge fund	−182K −89.1%	22K	$1.8M
Jane Street Group, LLC	−108K −50.4%	107K	$8.4M
Amundi	−102K Sold out	0	—
Sei Investments Co	−67K −50.0%	67K	$5.3M
Aquatic Capital Management LLC	−60K Sold out	0	—
UBS Group AG	−60K −9.4%	574K	$45.5M
Aventail Capital Group, LP	−41K Sold out	0	—
HRT Financial LP	−28K Sold out	0	—
Hood River Capital Management LLC	−28K −4.6%	593K	$47M
Trexquant Investment LP Hedge fund	−28K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−27K −4.9%	519K	$41.1M
Royal Bank Of Canada	−26K −57.8%	19K	$1.5M
Key Client Fiduciary Advisors, LLC	−26K Sold out	0	—
Summit Street Capital Management, LLC	−24K −10.5%	203K	$16.1M
Point72 Asset Management, L.P. Hedge fund	−20K −80.1%	5,020	$397,785
Kingswood Wealth Advisors, LLC	−20K −29.9%	46K	$3.7M
Exoduspoint Capital Management, LP Hedge fund	−20K Sold out	0	—
Massar Capital Management, LP	−18K −75.7%	5,623	$445,567

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−444K −78.9%	118K	$9.4M
Citadel Advisors LLC Hedge fund	−182K −89.1%	22K	$1.8M
Trexquant Investment LP Hedge fund	−28K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−27K −4.9%	519K	$41.1M
Point72 Asset Management, L.P. Hedge fund	−20K −80.1%	5,020	$397,785
Exoduspoint Capital Management, LP Hedge fund	−20K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−5,672 Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−5,491 −24.0%	17K	$1.4M
Voloridge Investment Management, LLC Hedge fund	−4,178 Sold out	0	—
Engineers Gate Manager LP Hedge fund	−3,361 −23.3%	11K	$874,810

New positions

largest by value

Institution	Shares	Value June 30, 2026
T. Rowe Price Investment Management, Inc.Active manager	1.3M	$101M
Daiwa Securities Group Inc.	86K	$6.8M
TD Asset Management Inc	43K	$3.4M
Fenimore Asset Management Inc	26K	$2.1M
Pks Advisory Services, LLC	22K	$1.7M
D. E. Shaw & Co., Inc.Hedge fund	19K	$1.5M
State Of New Jersey Common Pension Fund D	16K	$1.2M
Beacon Pointe Advisors, LLC	14K	$1.1M
Sierra Summit Advisors LLC	14K	$1.1M
Occudo Quantitative Strategies LP	13K	$1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Amundi	102K	$7M
Aquatic Capital Management LLC	60K	$4.1M
Aventail Capital Group, LP	41K	$2.8M
HRT Financial LP	28K	$2M
Trexquant Investment LPHedge fund	28K	$1.9M
Key Client Fiduciary Advisors, LLC	26K	$1.8M
Exoduspoint Capital Management, LPHedge fund	20K	$1.4M
Penserra Capital Management LLC	11K	$778,000
Virtu Financial LLC	8,050	$556,000
Schonfeld Strategic Advisors LLCHedge fund	5,672	$391,650

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 193
Ten largest holders: 73.8%
Index fund managers: 5.3%
Active managers and hedge funds: 44.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	13	13	6	5	+1.7M	+15.2%
Index fund managers	5	0	0	0	+77K	+5.4%
Other institutions	85	70	25	20	−522K	−3.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Landbridge.

Only managers that filed a holdings report for both quarters are compared (215 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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