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.
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 Company LLC agreed to acquire about 37,500 acres and related assets in Reeves, Loving, Winkler and Ward counties, Texas, for $250.0 million. The price includes roughly $208.3 million in cash and about $41.7 million in OpCo units paired with Class B shares of the company, with the equity portion valued using a 10-day volume-weighted average price of the Class A shares. The land package combines fee simple, mineral classified and leasehold acres.
The acquisition is expected to close in the fourth quarter of 2025, subject to customary conditions, including antitrust clearance. To help fund the deal, a subsidiary entered into a Third Amendment to its credit agreement creating a new delayed draw term loan facility with total commitments of $200.0 million, available in a single draw for up to 90 days after the October 3, 2025 amendment date. Until certain collateral conditions are satisfied, revolving credit commitments are reduced from $100.0 million to $65.0 million. If drawn, the new term loan will mature on July 3, 2027 and will be secured by a first-priority lien on substantially all assets of the borrower group. The equity issued in the acquisition will be unregistered, relying on a Section 4(a)(2) exemption.
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.
Daul Ty P., a director of LandBridge Co LLC (LB), amended a Form 4 to report the grant of restricted stock units under the company’s Long-Term Incentive Plan. The reported transaction on 08/27/2025 shows 2,201 Class A shares acquired at a $0 price that vest on July 1, 2026 subject to continued board service. Following the grant the reporting person beneficially owned 18,368 Class A shares, which the filing notes includes 14.048 shares acquired through a dividend reinvestment plan. The Form 4/A corrects an administrative error in the original Form 4 filed on 08/28/2025.
First Manhattan Co. LLC, FMC Group Holdings LP and First Manhattan Management LLC filed an amended Schedule 13G reporting collective beneficial ownership of 4,993,365 Class A shares of LandBridge Co LLC, equal to 19.7% of the class (CUSIP 514952100). The filing shows the filers hold 30,736 shares with sole voting and dispositive power and 4,962,629 shares with shared voting and dispositive power.
The document states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer; addresses for the issuer and filers and Delaware organization are provided.
LandBridge Company LLC director Valerie Chase was granted 3,895 restricted stock units (Class A shares) on 08/27/2025 under the company’s Long-Term Incentive Plan. The RSUs vest on July 1, 2026, generally conditioned on continued service on the board through the vesting date. The filing reports 14,173 Class A shares beneficially owned by the reporting person after the grant. The Form 4 was filed as a single reporting-person filing and was signed by an attorney-in-fact on 08/28/2025. The grant appears recorded at a price of $0 in the Form 4 table.
Daul Ty P., a director of LandBridge Company LLC (LB), received a grant of 3,895 restricted stock units (RSUs) on 08/27/2025 under the company's Long-Term Incentive Plan. The RSUs were granted with a $0 price and vest on July 1, 2026, generally conditioned on continued service on the board through that date. Following the grant, the reporting person beneficially owns 20,048 Class A shares. The Form 4 was signed on 08/28/2025 by an attorney-in-fact, Scott L. McNeely.
Charles L. Watson, a director of LandBridge Company LLC (LB), reported on Form 4 that on 08/27/2025 he was granted 3,895 restricted Class A shares (reported as RSUs) under the companys Long-Term Incentive Plan at a $0 price. Those awards vest on July 1, 2026, generally conditioned on continued board service through the vesting date. The filing also discloses that 117,600 Class A shares are indirectly held by Wincrest Ventures, LP, over which Watson may be deemed to exercise voting and investment control through his ownership interests in the general partner. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.