LB - NYSE
LandBridge Company LLC
$75.92
-0.33%LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.
At a Glance
Live SnapshotLandBridge Company LLC Management Team
Spencer Eichler
Director of Finance & Treasury
Mr. Jason Williams
Executive Vice President & Chief Administrative Officer
Compensation
$800,000
Mr. Scott L. McNeely
Executive Vice President & Chief Financial Officer
Compensation
$850,000
Mr. Harrison F. Bolling
Executive Vice President & General Counsel
Compensation
$800,000
Mr. Jason Long
President & Chief Executive Officer
Compensation
$1,000,000
Mr. Jason Long
President, Chief Executive Officer & Director
Compensation
$1,000,000
LandBridge Company LLC Insider Positioning
During the last 12 months, insiders have purchased $165K and sold $528.97M worth of LB shares, resulting in $528.81M of net selling activity.
3 Months
0
0.00
13.0K
975.05K
-975K
-$975K
3-6 Months
3.5K
164.63K
40.4K
3.00M
-2.8M
-$2.83M
6-9 Months
0
0.00
7.5M
525.00M
-525.0M
-$525.00M
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Long Jason Thomas
Director, Officer: See Remarks
$100K
Bolling Harrison Fenner
Officer: See Remarks
$40K
Mcneely Scott Lloyd
Officer: See Remarks
$25K
Top Sellers
Capobianco David N
Director, 10 Percent Owner:
$175.00M
Landbridge Holdings Llc
Director, 10 Percent Owner:
$175.00M
Five Point Energy Fund Ii Aiv-Vii Lp
Director, 10 Percent Owner:
$175.00M
Watson Charles L.
Director
$3.97M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $528.81M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
4 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
SEC Filings
LB - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | April 30, 2026 | June 18, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | April 30, 2025 | June 10, 2025 | 2025 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.