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Nicolas Andrea Liria reported acquisition or exercise transactions in this Form 4 filing.
LandBridge Co LLC reported that director Nicolas Andrea Liria received a grant of 1,900 restricted stock units representing Class A shares on August 4, 2026, at a stated price of 0.0000 per share. These RSUs vest on July 1, 2027, generally subject to continued board service, bringing his reported Class A holdings to 11,454 shares.
Long Jason Thomas reported acquisition or exercise transactions in this Form 4 filing.
LandBridge Co LLC reported that President and Chief Executive Officer Jason Thomas Long received a grant of 20,358 restricted stock units, each representing one Class A share. The RSUs vest in five equal annual installments beginning on the first anniversary of July 1, 2026, and his direct holdings increased to 210,479 Class A shares.
Williams Jason Frederick reported acquisition or exercise transactions in this Form 4 filing.
LandBridge Co LLC reported that Executive Vice President and Chief Administrative Officer Jason Frederick Williams received an award of 13,572 restricted stock units (RSUs) for Class A shares on August 4, 2026. Each RSU equals one Class A share and vests in five equal annual installments starting July 1, 2026. Following this grant, Williams directly holds 68,447 Class A shares.
LandBridge Co LLC director Charles L. Watson received a grant of 1,900 restricted stock units for Class A shares on August 4, 2026 under the LandBridge Company LLC Long-Term Incentive Plan. These RSUs vest on July 1, 2027, generally subject to his continued service on the board.
Following this award he directly holds 11,454 Class A shares and may exercise voting and investment control over 64,250 additional Class A shares held by Wincrest Ventures, LP, while disclaiming beneficial ownership beyond his pecuniary interest.
FMR LLC and Abigail P. Johnson report beneficial ownership of 1,775,450 shares of LANDBRIDGE CO LLC Class A common stock on a Schedule 13G. This represents 6.4% of the outstanding Class A shares as of the reporting date.
FMR LLC reports sole voting power over 1,775,450 shares and sole dispositive power over 1,775,450 shares, with no shared voting or dispositive power. Abigail P. Johnson reports sole dispositive power over 1,775,450 shares, but no sole or shared voting power, reflecting her control relationship over the investment adviser entities. One or more other persons have rights to dividends or sale proceeds for these shares, but no such person holds more than five percent of the class.
LandBridge Company LLC generated strong growth in the quarter ended June 30, 2026. Total revenues were $66.8 million, up 41% from a year earlier, driven mainly by higher surface use royalties and easements tied to produced water handling and infrastructure development, including contributions from the Wolf Bone Ranch and 1918 acquisitions. Net income was $31.0 million, a 68% increase, yielding a 46% net margin. Net income attributable to LandBridge was $12.3 million, with basic earnings per Class A share of $0.43 and diluted earnings of $0.40.
For the first half of 2026, revenues reached $117.8 million and net income was $48.9 million. Net cash provided by operating activities was $82.5 million, supporting cash of $39.8 million against total debt of $545.2 million (including $500.0 million of 6.25% senior notes and $45.0 million drawn on the revolving facility). Subsequent to quarter-end, revolving commitments were increased from $275.0 million to $375.0 million with lower interest margins, and the company agreed to acquire about 560 additional surface acres for roughly $20 million. Capital returns include a share repurchase authorization of up to $50 million of Class A shares and quarterly dividends of $0.12 per Class A share, with another $0.12 dividend declared for payment in September 2026. The board also approved a plan to convert from a Delaware LLC to a Texas corporation, targeting completion in the third quarter of 2026, citing index eligibility considerations.
LandBridge Company LLC reported strong results for the quarter ended June 30, 2026, with revenue of $66.8 million, up 41% year-over-year and 31% sequentially. Net income was $31.0 million, a 68% year-over-year and 74% sequential increase, yielding a 46% net income margin. Adjusted EBITDA reached $59.8 million with an 89% margin, while free cash flow was $40.2 million, supported by operating cash flow of $41.4 million and modest capital spending.
Total liquidity was $269.8 million, including $39.8 million of cash and about $230.0 million of available borrowing capacity, against $545.2 million of debt. On August 4, 2026, commitments under the 2025 revolving credit facility were increased by $100.0 million to $375.0 million, with interest margins reduced by 25 basis points and potential capacity up to $475.0 million. The company agreed to acquire approximately 560 acres in Lea County, New Mexico, for $20 million, and the board approved converting from a Delaware LLC to a Texas corporation. A quarterly dividend of $0.12 per share was declared, and 2026 Adjusted EBITDA guidance was reaffirmed at $210–$230 million.
Horizon Kinetics Asset Management LLC, a Delaware entity, reports beneficial ownership of 5,821,263 Class A shares of LandBridge Co LLC, representing 20.9% of the class. These shares carry sole voting power and sole dispositive power, with no shared voting or dispositive authority.
Horizon Kinetics Holding Corp, also a Delaware entity, is the parent of Horizon Kinetics Asset Management LLC and may be deemed to beneficially own the same 5,821,263 shares through its wholly owned subsidiary.
LandBridge Co LLC director and officer Jason Thomas Long reported a tax-related share disposition linked to vested equity awards. On this Form 4, 33,425 Class A shares were withheld by the company at $72.30 per share to cover tax obligations arising from the vesting and settlement of restricted share units under the LandBridge Long-Term Incentive Plan. After this withholding, Long directly holds 190,121 Class A shares. This event reflects routine equity compensation and tax settlement rather than an open-market stock sale.
LandBridge Co LLC executive Jason Frederick Williams reported a routine tax-related share disposition tied to equity compensation. In connection with the vesting and settlement of restricted share units under LandBridge’s Long-Term Incentive Plan, the company withheld 9,758 Class A shares that otherwise would have been issued to him to cover tax withholding obligations. This was recorded as a Form 4 code F transaction, which is a payment of tax liability by delivering securities rather than an open-market sale. After this withholding event, Williams directly holds 54,875 Class A shares.