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.
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.
LandBridge Company LLC director Nicolas Andrea Liria received a grant of 3,895 restricted stock units (RSUs) under the company's Long-Term Incentive Plan on 08/27/2025. The RSUs vest on July 1, 2026 and are generally conditioned on continued service on the board through the vesting date. The Form 4 reports 11,248 Class A shares beneficially owned by Mr. Liria following the reported grant. The filing was signed by an attorney-in-fact on 08/28/2025. No derivative transactions or cash consideration are reported for this grant.
Morgan Stanley and subsidiary Morgan Stanley Investment Management Inc. (together, the “Reporting Persons”) filed Amendment No. 2 to Schedule 13G disclosing their aggregate beneficial ownership of 4,005,849 Class A shares of LandBridge Co LLC (CUSIP 514952100) as of 30 June 2025. The position equals 17.2 % of the outstanding class.
The Reporting Persons report shared voting power over 3,867,715 shares and shared dispositive power over 4,005,849 shares; they hold no sole voting or dispositive power. Morgan Stanley is classified as a parent holding company/control person (HC, CO), while MSIM is an investment adviser (IA, CO). Both entities are organized in Delaware and list their principal office at 1585 Broadway, New York, NY.
The certification 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. Signatures were provided by authorized signatories Christopher O’Hara and Deidre A. Downes on 5 Aug 2025.
Schedule 13G filing: Horizon Kinetics Asset Management LLC (HKAM), a Delaware-based investment adviser, reports beneficial ownership of 5,498,925 Class A shares of LandBridge Co LLC (CUSIP 514952100) as of 06/30/2025.
The holding equals 23.6 % of the outstanding class. HKAM has sole voting and dispositive power over the entire block; no shared power is disclosed. The firm certifies the shares were “acquired and are held in the ordinary course of business” and “not held for the purpose of changing or influencing control,” allowing the position to be reported on a passive Schedule 13G under Rule 13d-1(b). This filing supersedes HKAM’s prior Schedule 13D for the same stake.
With the switch to a 13G, HKAM is formally designated as an Investment Adviser (Type IA) filer. No group status, subsidiaries, or additional beneficial owners are reported. Signature: Jay Kesslen, General Counsel, dated 07/23/2025.
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