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.
LandBridge Company LLC filings document an operating land and resource management business whose Class A shares representing limited liability company interests trade under LB on the New York Stock Exchange and NYSE Texas. Form 8-K reports furnish quarterly and annual results, Regulation FD investor presentations, material agreements and capital-structure updates.
Proxy materials describe shareholder meeting procedures, voting matters and board governance for the LLC. The filing record also includes disclosures about subsidiary financing, senior notes, credit-facility refinancing, underwriting activity involving Class A shares and covenants tied to the company's land-based revenue model.
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.
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.
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.
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.
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.
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.