🕵️ Landbridge Co LLC ($LB)
SEC insider & ownership activity, last 12 months · CIK 1995807 · every row links its SEC filing
Over the last 12 months insiders sold $716.6M against $165K of open-market buying. David N. Capobianco sold $268.8M in discretionary trades (Nov–Aug). LandBridge Holdings LLC trimmed 69.6% → 61.4%; Horizon Kinetics Asset Management LLC trimmed 23.6% → 22.2%. No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
3 buyers, $165K (3 lots) · 4 sellers, $716.6M (8 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| David N. Capobianco | 0 | – | 2 | $268.8M | Aug 7, 2026 |
| Landbridge Holdings LLC | 0 | – | 2 | $268.8M | Aug 7, 2026 |
| FIVE Point Energy Fund II Aiv-Vii LP | 0 | – | 1 | $175.0M | Nov 18, 2025 |
| Charles L. Watson | 0 | – | 3 | $4.0M | Mar 6, 2026 |
| Long Jason Thomas | 1 | $100K | 0 | – | Jan 5, 2026 |
| Bolling Harrison Fenner | 1 | $40K | 0 | – | Jan 5, 2026 |
| McNeely Scott Lloyd | 1 | $25K | 0 | – | Jan 6, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| David N. Capobianco | 61.4% | Class A | 13D | Aug 7, 2026 | filing ↗ |
| LandBridge Holdings LLC | 61.4% | Class A | 13D | Aug 7, 2026 | filing ↗ |
| FIVE Point Energy Fund II Aiv-Vii LP | 61.4% | Class A | 13D | Aug 7, 2026 | filing ↗ |
| FIVE Point Energy Fund III Aiv-Viii LP | 61.4% | Class A | 13D | Aug 7, 2026 | filing ↗ |
| FIVE Point Energy Fund GP II LP | 61.4% | Class A | 13D | Aug 7, 2026 | filing ↗ |
| FIVE Point Energy GP III LP | 61.4% | Class A | 13D | Aug 7, 2026 | filing ↗ |
| FIVE Point Energy GP II LLC | 61.4% | Class A | 13D | Aug 7, 2026 | filing ↗ |
| FIVE Point Energy GP III LLC | 61.4% | Class A | 13D | Aug 7, 2026 | filing ↗ |
| First Manhattan Co. LLC. | 26.3% | 13G | Nov 7, 2025 | filing ↗ | |
| FMC Group Holdings LP | 26.3% | 13G | Nov 7, 2025 | filing ↗ | |
| First Manhattan Management LLC | 26.3% | 13G | Nov 7, 2025 | filing ↗ | |
| Horizon Kinetics Asset Management LLC | 23.2% | Class A | 13D | Dec 19, 2024 | filing ↗ |
| Horizon Kinetics Asset Management LLC | 22.2% | 13G | Oct 29, 2025 | filing ↗ | |
| Horizon Kinetics Asset Management LLC | 20.9% | Class A | 13G | Jul 29, 2026 | filing ↗ |
| Horizon Kinetics Holding Corp | 20.9% | Class A | 13G | Jul 29, 2026 | filing ↗ |
| FMR LLC | 6.4% | Class A | 13G | Aug 6, 2026 | filing ↗ |
| Abigail P. Johnson | 6.4% | Class A | 13G | Aug 6, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| LandBridge Holdings LLC | $94.2M | Aug 7, 2026 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Aug 5, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 5, 2026 | filing ↗ |
| Shareholder vote (5.07) | Jun 18, 2026 | filing ↗ |
| Earnings (2.02) | May 6, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | May 6, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 6, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 19, 2026 | filing ↗ |
| Earnings (2.02) | Feb 25, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Feb 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 25, 2026 | filing ↗ |
| Material agreement (1.01) | Nov 25, 2025 | filing ↗ |
| New financial obligation (2.03) | Nov 25, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 25, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Nov 19, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 19, 2025 | filing ↗ |
| Material agreement (1.01) | Nov 18, 2025 | filing ↗ |
| Earnings (2.02) | Nov 18, 2025 | filing ↗ |
| New financial obligation (2.03) | Nov 18, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Nov 18, 2025 | filing ↗ |
| Other events (8.01) | Nov 18, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 18, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Nov 17, 2025 | filing ↗ |
| Other events (8.01) | Nov 17, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 17, 2025 | filing ↗ |
| Earnings (2.02) | Nov 12, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Nov 12, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 12, 2025 | filing ↗ |
| Material agreement (1.01) | Oct 3, 2025 | filing ↗ |
| New financial obligation (2.03) | Oct 3, 2025 | filing ↗ |