Welcome to our dedicated page for Landbridge Company SEC filings (Ticker: LB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, along with AI-powered summaries that help explain key points from each document. LandBridge is a land and resource management company that owns a large surface acreage position across Texas and New Mexico, primarily in the Delaware sub-region of the Permian Basin. Its filings offer detailed insight into how it manages this acreage, structures its capital and reports financial performance.
Through LandBridge’s annual reports on Form 10-K and quarterly reports on Form 10-Q, investors can review information on revenue categories such as surface use royalties and revenues, resource sales and resource royalties, and oil and gas royalties. These filings also describe operating metrics, non-GAAP measures like Adjusted EBITDA and free cash flow, and discussions of how produced water handling royalties, easements and commercial activity on its lands affect results. Stock Titan’s AI tools can highlight the most important sections and clarify technical terms in these lengthy documents.
Current reports on Form 8-K are particularly relevant for tracking material events at LandBridge. Recent 8-K filings describe agreements to acquire additional acreage and pore space, amendments and replacements of credit facilities, private placements of senior notes due 2030 by subsidiary DBR Land Holdings LLC, and underwritten public offerings of Class A shares by a selling shareholder. These filings also summarize key terms of revolving credit agreements, leverage and coverage covenants, note indentures and underwriting agreements. AI-generated summaries on Stock Titan can help users quickly understand how each event affects LandBridge’s financial obligations and capital structure.
The filings page is also a resource for monitoring LandBridge’s debt service coverage metrics and covenant calculations, as disclosed in connection with its credit agreements and notes offerings. While insider transaction reports on Form 4 and proxy statements on executive compensation are not detailed in the provided data, Stock Titan is designed to surface such documents when available and apply AI analysis to them. With real-time updates from EDGAR and concise AI explanations, this page helps investors and researchers navigate LandBridge’s SEC reporting history, from periodic reports to transaction-specific 8-Ks and financing-related exhibits.
LandBridge Company LLC announced an underwritten public offering of 2,500,000 Class A shares at $70.00 per share, for total gross proceeds of $175 million to a selling shareholder. The shares are being sold by DBR Land Holdings LLC and LandBridge Holdings LLC, referred to as the Selling Shareholder, under an underwriting agreement with Goldman Sachs & Co. LLC. LandBridge will not receive any proceeds from this Offering, which closed on November 18, 2025. Following the sale, the Selling Shareholder owns approximately 63% of LandBridge’s issued and outstanding shares. The Selling Shareholder also granted the underwriter a 30-day option to buy up to an additional 375,000 Class A shares, and the company, certain executives, directors and the Selling Shareholder agreed to 60-day lock-up restrictions after November 17, 2025.
LandBridge Company LLC has registered up to 2,500,000 Class A shares for resale by its majority owner, LandBridge Holdings LLC. The company itself will not receive any proceeds; the selling shareholder will receive about $175 million based on an underwriter purchase price of $70.00 per share, with a 30‑day option for the underwriter to buy up to an additional 375,000 shares.
The shares being sold are Class A shares issuable upon redemption of OpCo Units and cancellation of an equal number of Class B shares, which reduces Class B and increases publicly traded Class A over time. As of November 14, 2025, LandBridge had 25,338,199 Class A and 51,750,916 Class B shares outstanding, with LandBridge Holdings controlling most of the voting power.
LandBridge recently declared a $0.10 per share fourth‑quarter dividend payable December 18, 2025, and completed the 1918 Ranch Acquisition, adding about 37,500 acres in the Delaware Basin for a total price of $250.2 million, funded with roughly $208.3 million of cash and $41.7 million in OpCo Units. Part of the cash came from a new $200 million delayed‑draw term loan, and the company is evaluating a possible refinancing of its existing credit facility.
LandBridge Company LLC (LB) reported strong Q3 results, with total revenues of $50.8 million, up from $28.5 million a year ago. Operating income rose to $30.9 million from $3.2 million, and net income reached $20.3 million versus a prior-year loss. Net income attributable to LandBridge was $8.1 million, with diluted EPS of $0.26 (basic $0.31).
For the nine months, revenues were $142.3 million, up from $73.5 million, and net income was $54.2 million. The balance sheet showed total assets of $1.08 billion, total liabilities of $380.1 million, and shareholders’ equity of $697.8 million. Total debt was $370.2 million, including a $349.3 million term loan and $20.0 million on the revolver.
The company expanded its footprint with approximately 3,800 surface acres acquired for $17.8 million during 2025. A credit agreement amendment added a $200.0 million delayed draw term loan, subsequently drawn on November 10 to partially fund the 1918 Acquisition. The board declared a $0.10 per-share dividend on November 10. The company also revised prior period equity balances to reflect a $29.0 million deferred tax asset and noncontrolling interest rebalancing, with no impact on prior net income or cash flows.
LandBridge Company LLC announced its financial results for the quarter ended September 30, 2025. The company furnished a press release as Exhibit 99.1 and noted that this information is provided under Item 2.02.
The company also posted an investor presentation titled “LandBridge Earnings Presentation 3Q 2025” on its Investor Relations webpage. The furnished materials, including Exhibit 99.1 and the Item 7.01 information, are expressly stated as not deemed “filed” under the Exchange Act.
LandBridge Co LLC received an updated Schedule 13G/A (Amendment No. 2) from First Manhattan Co. LLC, FMC Group Holdings LP, and First Manhattan Management LLC, reporting beneficial ownership of 6,668,804 Class A shares, equal to
The filing lists 38,236 shares with sole voting and dispositive power and 6,630,568 shares with shared voting and dispositive power. The signatories certify the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control.
Horizon Kinetics Asset Management LLC filed an amended Schedule 13G reporting beneficial ownership of 5,632,113 Class A shares of LandBridge Co LLC (LB), representing 22.2% of the class.
The filer reports sole voting and sole dispositive power over 5,632,113 shares and no shared powers. The filing is made on a passive basis, certifying the securities were acquired and are held in the ordinary course and not to change or influence control. The date of the event requiring the filing is 09/09/2025.
LandBridge Co LLC reporting officer received restricted stock units. The reporting person, a director, was granted 2,201 Class A shares in the form of restricted stock units that vest on July 1, 2026 and are generally subject to continued board service through vesting. After the grant the reporting person beneficially owned 12,479 Class A shares.
The Form 4 amendment corrects an administrative error in the originally reported number of shares acquired and beneficially owned; no other transaction types or derivative instruments are reported.
LandBridge Co LLC reporting person Nicolas Andrea Liria received a grant of restricted stock units (RSUs) under the company's Long-Term Incentive Plan. The Form 4/A amends an earlier filing to correct the number of Class A shares reported: the transaction on 08/27/2025 shows an acquisition of 2,201 RSUs at no cash price, which vest on July 1, 2026 subject to continued board service. After the reported transaction, the reporting person beneficially owns 9,554 Class A shares. The amendment clarifies an administrative error in the original Form 4 filed 08/28/2025 and does not disclose any derivative transactions.
LandBridge Company LLC director Charles L. Watson amended a Form 4 to correct an administrative error and to report the grant of 2,201 restricted stock units on 08/27/2025 under the company’s Long-Term Incentive Plan. Those RSUs vest on July 1, 2026, subject to continued board service. The amendment clarifies prior reporting and shows Mr. Watson also has indirect beneficial ownership of 117,600 Class A shares through Wincrest Ventures, LP, of which he exercises voting and investment control. The filing was signed by an attorney-in-fact on 09/22/2025.
FAQ
What is the current stock price of Landbridge Company (LB)?
What is the market cap of Landbridge Company (LB)?
