LB LandBridge Company LLC

NYSE
$86.44

LandBridge Company LLC (LB) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-36.36
7 buyers / 15 sellers
STRONG SELLING
Funds compared
23
funds with comparable LB positions
16 current holders · 19 prior-quarter holders
Net share change
-500.2K
+309.8K added, -810.0K cut
Position activity
4 new 3 increased 8 reduced 7 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
D. E. Shaw & Co., Inc. Quant New +19.0K $1.5M 0.0% 60
MILLENNIUM MANAGEMENT LLC Increased +192.4K +1020.1% $15.2M 0.0% 55
ExodusPoint Capital Management Long/Short Quant Sold Out -19.6K -100.0% $1.6M 0.0% 54
Aristeia Capital Event Long/Short New +6.5K $516.4K 0.0% 54
Voloridge Investment Management Quant Sold Out -4.2K -100.0% $331.1K 0.0% 53
CITADEL ADVISORS LLC Quant Reduced -181.9K -89.1% $14.4M 0.0% 53
Trexquant Investment Quant Sold Out -27.9K -100.0% $2.2M 0.0% 53
Quadrature Capital Quant Sold Out -3.0K -100.0% $234.1K 0.0% 52
Voleon Capital Management Quant New +3.7K $295.8K 0.0% 51
Schonfeld Strategic Advisors Long/Short Quant Sold Out -5.7K -100.0% $449.4K 0.0% 51

Most significant buyers

By move score, not size.

  • D. E. Shaw & Co., Inc. New · +19.0K
  • MILLENNIUM MANAGEMENT LLC Increased · +192.4K
  • Aristeia Capital New · +6.5K
  • Voleon Capital Management New · +3.7K
  • Tudor Investment Corporation Increased · +43.6K

Most significant sellers

By move score, not size.

  • ExodusPoint Capital Management Sold Out · -19.6K
  • Voloridge Investment Management Sold Out · -4.2K
  • CITADEL ADVISORS LLC Reduced · -181.9K
  • Trexquant Investment Sold Out · -27.9K
  • Quadrature Capital Sold Out · -3.0K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
D. E. Shaw & Co., Inc. 1 19.0K 0 +19.0K 0.0% New 60
MILLENNIUM MANAGEMENT LLC 2 211.3K 18.9K +192.4K +1020.1% 0.0% Increased 55
ExodusPoint Capital Management 3 0 19.6K -19.6K -100.0% 0.0% Sold Out 54
Aristeia Capital 2 6.5K 0 +6.5K 0.0% New 54
Voloridge Investment Management 2 0 4.2K -4.2K -100.0% 0.0% Sold Out 53
CITADEL ADVISORS LLC 1 22.4K 204.2K -181.9K -89.1% 0.0% Reduced 53
Trexquant Investment 3 0 27.9K -27.9K -100.0% 0.0% Sold Out 53
Quadrature Capital 3 0 3.0K -3.0K -100.0% 0.0% Sold Out 52
Voleon Capital Management 3 3.7K 0 +3.7K 0.0% New 51
Schonfeld Strategic Advisors 3 0 5.7K -5.7K -100.0% 0.0% Sold Out 51
Aquatic Capital Management 4 0 59.8K -59.8K -100.0% 0.0% Sold Out 51
Point72 Asset Management, L.P. 1 5.0K 25.3K -20.2K -80.1% 0.0% Reduced 50
Tudor Investment Corporation 2 84.0K 40.4K +43.6K +107.9% 0.0% Increased 50
MARSHALL WACE, LLP 2 118.5K 562.1K -443.6K -78.9% 0.0% Reduced 49
Y-Intercept 4 0 4.4K -4.4K -100.0% 0.0% Sold Out 48
Cinctive Capital Management 3 49.8K 6.3K +43.5K +690.8% 0.2% Increased 46
Quantbot Technologies 4 991 0 +991 0.0% New 45
Balyasny Asset Management L.P. 2 17.4K 22.9K -5.5K -24.0% 0.0% Reduced 32
TWO SIGMA INVESTMENTS, LP 2 518.9K 545.5K -26.6K -4.9% 0.0% Reduced 29
Engineers Gate 4 11.0K 14.4K -3.4K -23.3% 0.0% Reduced 23
Brevan Howard Capital Management 3 10.5K 12.6K -2.1K -16.5% 0.0% Reduced 23
AQR Capital Management 3 75.6K 77.8K -2.2K -2.8% 0.0% Reduced 20
Ghisallo Capital Management 2 100.0K 100.0K 0 +0.0% 0.2% Unchanged 20

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.