Landbridge CO LLC

Market Movers (8-K)

NYSE
LandBridge Company LLC shareholders elected 11 directors and ratified the appointment of Deloitte & Touche LLP at the 2026 Annual Meeting.
NYSE
LandBridge Company LLC announced the posting of its 'LandBridge 2026 Investor Day' presentation on its investor relations website.
NYSE
LandBridge Company LLC announced robust financial and operating results for the fourth quarter and fiscal year ended December 31, 2025, featuring significant revenue and EBITDA growth, an increased dividend, and a new share repurchase authorization.
Better than expected
Capital raise
NYSE
DBR Land Holdings LLC, a subsidiary of LandBridge Company LLC, successfully completed a private placement of $500 million in 6.250% Senior Notes due 2030, with proceeds used to refinance existing debt.
Capital raise
NYSE
LandBridge Company LLC's subsidiary, DBR Land Holdings LLC, priced a $500 million offering of 6.250% senior notes due 2030 to refinance existing debt.
Capital raise
NYSE
LandBridge Company LLC's subsidiary, DBR Land Holdings LLC, entered a new $275 million revolving credit agreement and announced a $500 million senior notes offering to refinance existing debt.
Capital raise

Quarterly Earnings (10-Q)

NYSE
LandBridge Company LLC announced a significant increase in Q3 2025 revenues and net income, driven by strong surface use and resource sales, alongside a strategic post-quarter acquisition.
Capital raise
Better than expected
NYSE
LandBridge Company LLC reported a significant financial turnaround in Q2 2025, with revenues increasing by 83% and net income rising by 132% year-over-year, driven by strategic acquisitions and increased surface use.
Better than expected
Capital raise
NYSE
LandBridge Company LLC announces a significant increase in revenue for the first quarter of 2025, driven by growth in surface use royalties and resource sales.
Better than expected
NYSE
LandBridge Company LLC's Q3 2024 revenue increased by 60% compared to Q3 2023, driven by growth in surface use royalties and related revenues, though the company reported a net loss for the quarter.
Worse than expected
NYSE
LandBridge Company LLC's second quarter 2024 results show a 20% increase in revenue compared to the same period last year, driven by growth in surface-related activities, despite a net loss due to non-cash share-based compensation expenses.
Worse than expected
Capital raise

Annual Reports (10-K)

NYSE
LandBridge Company LLC reported significant revenue and net income growth in 2025, driven by strategic acquisitions and active land management in the Permian Basin.
Capital raise
Better than expected
NYSE
LandBridge Company LLC reports a net loss for 2024, but showcases revenue growth driven by strategic land management and recent acquisitions in the Delaware Basin.
Worse than expected

Insider Trading (Form 4)

NYSE
LandBridge Co LLC reports that Executive Vice President Scott McNeely sold Class A shares to cover tax obligations related to restricted share unit vesting.
NYSE
LandBridge Co LLC reports that Executive Vice President Harrison Fenner Bolling sold 9,152 Class A shares to cover tax obligations related to vested restricted share units.
NYSE
LandBridge Co LLC Director Charles L. Watson reported multiple sales of Class A shares totaling 53,350 shares in early March 2026.
Worse than expected
NYSE
LandBridge Co LLC's Executive Vice President and General Counsel, Harrison Fenner Bolling, purchased 850 Class A shares at $46.84 per share.
NYSE
LandBridge Co LLC's Executive Vice President and CFO, Scott Lloyd McNeely, purchased 549 Class A shares at $45.49 per share, increasing his direct beneficial ownership to 81,276 shares.
Better than expected
NYSE
LandBridge Co LLC's President and CEO, Jason Thomas Long, acquired 2,143 Class A shares for approximately $99,800 in a pre-planned transaction.

Proxy Statements (Def-14A)

NYSE
LandBridge Company LLC has scheduled its 2026 Annual Meeting of shareholders for June 18, 2026, to vote on director elections, auditor ratification, and executive compensation.
NYSE
LandBridge Company LLC will hold its annual shareholder meeting on June 10, 2025, to elect directors and ratify the appointment of Deloitte & Touche LLP as the independent auditor.
NYSE
LandBridge Company LLC will hold its 2025 Annual Meeting of Shareholders virtually on June 10, 2025, to elect directors and ratify the appointment of its independent accounting firm.

New Public Companies (S-1)

NYSE
LandBridge Company LLC has filed a registration statement for the potential resale of up to 59 million Class A shares by existing shareholders.
Capital raise
NYSE
LandBridge Company LLC has filed an amendment to its Form S-1 registration statement for its initial public offering of Class A shares, with an expected price between $19.00 and $22.00 per share.
Capital raise
NYSE
LandBridge Company LLC files an amendment to its S-1 registration statement, primarily to include updated exhibits related to its proposed public offering and various agreements.
Capital raise
NYSE
LandBridge Company LLC has filed an amendment to its Form S-1 registration statement for its initial public offering of Class A shares, with an expected price between $19.00 and $22.00 per share.
Capital raise
NYSE
LandBridge Company LLC files an amendment to its Form S-1 registration statement for its initial public offering of Class A shares, with an expected price between $19.00 and $22.00 per share.
Capital raise
NYSE
LandBridge Company LLC finalizes agreements for registration rights and reorganization in preparation for its IPO.
Capital raise

Schedule 13D - Activist Investments

NYSE
LandBridge Holdings LLC and affiliated entities reported a secondary public offering of 2.5 million Class A shares at $70.00 per share and adjusted their beneficial ownership in LandBridge Company LLC.
Capital raise
NYSE
LandBridge Holdings LLC, a significant beneficial owner, has reduced its stake in LandBridge Company LLC by selling 1.9 million Class A shares for $75.25 per share and cancelling OpCo Units in lieu of tax distributions.

Schedule 13G - Passive Investments

NYSE
Horizon Kinetics Asset Management LLC and its parent Horizon Kinetics Holding Corp. have reported a significant beneficial ownership stake of 20.9% in LandBridge Co LLC.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed a Schedule 13G, indicating their beneficial ownership of LandBridge Co LLC Class A Shares has fallen below the 5% threshold.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have disclosed an 8.3% beneficial ownership stake in LandBridge Co LLC Class A Shares.
NYSE
First Manhattan Co. LLC and its affiliates have disclosed a significant beneficial ownership stake of 26.3% in LandBridge Co LLC's Class A shares.
NYSE
Horizon Kinetics Asset Management LLC has increased its beneficial ownership in LandBridge Co LLC to 22.2% of Class A Shares.
NYSE
First Manhattan Co. LLC, FMC Group Holdings LP, and First Manhattan Management LLC collectively reported beneficial ownership of 19.7% of LandBridge Co LLC's Class A shares.