What is the 13F Pro Quality Score for LB?

13F Pro ranks LandBridge Co LLC (LB) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LB's current score at https://13fpro.ai/research/LB (free sign-up required for the full ranking).

Where does 13F Pro source LB data?

All LandBridge Co LLC fundamentals and ownership data come directly from SEC EDGAR. LandBridge Co LLC files with the SEC under CIK 1995807. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LB in?

LandBridge Co LLC (LB) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is LB research updated on 13F Pro?

LB's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

LandBridge Co LLC(LB)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Financials →NYSE

Institutional-grade research for retail investors

SEC EDGAR: CIK 1995807 LB stock profile & AI dashboard →

13F Pro Quality Score

62.6/100

Rank #730 of 2,879 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

95.7/100

Profitability

78.4/100

Balance Sheet

53.3/100

Earnings Quality

4.6/100

Free Cash Flow

95.0/100

Institutional Flow

26.7/100

Revenue Scale

24.0/100

Dilution Risk

8.3/100

LB Stock Analysis & AI Quality Score

AI stock analysis and institutional research for LandBridge Co LLC (LB), a Financials sector company. 13F Pro's AI-powered ranking engine scores LB at 62.6/100 on a 32-signal composite quality model, placing it at rank #730 of 2,879 stocks — the top half of the AI-ranked universe. LB scores in the top quartile across revenue growth (95.7), free cash flow (95.0), profitability (78.4). Areas of concern include earnings quality (4.6) and revenue scale (24.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), LandBridge Co LLC reports quarterly revenue of $51.0M, net income of $8.7M, an operating margin of 57.2%. Top institutional holders of LB by reported 13-F value include FIRST MANHATTAN CO., HORIZON KINETICS ASSET MANAGEMENT, MORGAN STANLEY, based on the most recent SEC filings. LB trades on the NYSE exchange and files with the SEC under CIK 1995807. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LandBridge Co LLC directly from SEC EDGAR. LandBridge Co LLC's 13F Pro composite quality score has ranged between 34 and 68 since 2025, currently 62.6 — an improving long-term trajectory across 11 quarterly and live scoring snapshots.

✦

Fun facts about LandBridge Co LLC

Quirks, history, and lore behind LB — the kind of stuff that makes a stock memorable.

1
The Basics
A U.S. real estate and land company · listed on the NYSE · headquartered in Houston, Texas · operating in the energy corridor of the American Southwest.
2
The Numbers
The company owns or controls hundreds of thousands of acres of surface land, monetizing it through royalties, easements, and surface use agreements rather than drilling itself.
3
The History
Its land holdings trace back to legacy oil and gas infrastructure corridors in the Permian Basin region — prime real estate for pipelines, power lines, and industrial users who need to cross it.
4
The Secret
It doesn't pump a drop of oil — it simply owns the ground beneath energy infrastructure and collects fees every time someone needs to use, cross, or build on its land.
5
The Lore
Think of it as the toll road of the Texas energy patch: pipelines, solar farms, data centers, and fiber lines all pay to sit on its acreage, making it a quiet but steady cash-flow machine.
6
The Giveaway
Its name literally tells you what it does: it bridges capital markets to land in the Delaware and Permian Basins, and its two-letter ticker doubles as a familiar clothing store abbreviation.

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$51.0M

Net Income

Q1 2026

$8.7M

Free Cash Flow

Q1 2026

$40.9M

Operating Margin

Q1 2026

57.2%

ROIC

Q1 2026

3.3%

D/E Ratio

Q1 2026

1.55

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+81.1% YoY

$199.1MFY 2025

FY23 $72.9MFY24 $110.0MFY25 $199.1M

Net Income

+274.5% YoY

$72.4MFY 2025

FY23 —FY24 $-41.5MFY25 $72.4M

Operating Income

+817.7% YoY

$118.5MFY 2025

FY23 $70.0MFY24 $-16.5MFY25 $118.5M

EPS (Diluted)

+1242.9% YoY

$0.94FY 2025

FY23 —FY24 $0.07FY25 $0.94

Total Assets

+32.3% YoY

$1.37BFY 2025

FY23 $288.9MFY24 $1.03BFY25 $1.37B

Total Debt

+48.1% YoY

$571.4MFY 2025

FY23 $128.7MFY24 $385.9MFY25 $571.4M

Op. Cash Flow

+86.7% YoY

$126.3MFY 2025

FY23 $53.0MFY24 $67.6MFY25 $126.3M

Metric	FY 2025	FY 2024	FY 2023
Revenue	$199.1M +81.1%	$110.0M +50.9%	$72.9M
Net Income	$72.4M +274.5%	$-41.5M	—
Operating Income	$118.5M +817.7%	$-16.5M -123.6%	$70.0M
EPS (Diluted)	$0.94 +1242.9%	$0.07	—
Total Assets	$1.37B +32.3%	$1.03B +257.3%	$288.9M
Total Debt	$571.4M +48.1%	$385.9M +199.9%	$128.7M
Operating Cash Flow	$126.3M +86.7%	$67.6M +27.5%	$53.0M

AI Insight: LB Financial Trends

LandBridge revenue nearly doubled from Q3 2024 to Q4 2025, but a debt surge to $571M in Q4 2025 warrants close scrutiny.

• Revenue grew steadily from $28M in Q3 2024 to $57M in Q4 2025, representing roughly 104% growth over five quarters.

• Operating income expanded from $3M in Q3 2024 to $34M in Q4 2025, reflecting meaningful operating leverage over the period.

• Operating cash flow rose from $7M in Q3 2024 to $41M in Q1 2026, signaling strengthening cash generation capacity.

• Net income has been narrow and inconsistent, ranging $2M–$9M despite rising revenues, suggesting elevated below-the-line costs.

⚠ Total debt jumped sharply from $367M in Q3 2025 to $571M in Q4 2025 — a $204M spike in a single quarter.

⚠ Equity fell from $440M in Q1 2025 to $266M in Q2 2025 and has not recovered, suggesting distributions or write-downs.

⚠ Q1 2026 revenue dipped to $51M from Q4 2025's $57M peak — monitor whether this signals seasonal softness or a plateau.

AI Insight: LB Ratio Trends

Operating margins have stabilized near 60% since Q1 2025, but ROIC has pulled back meaningfully from its Q3 2025 peak of 19.3% to 13.3% in Q1 2026.

• Operating margin held in a tight 57–61% band from Q1 2025 through Q1 2026, signaling durable pricing power on land-surface revenues.

• ROIC peaked at 19.3% in Q3 2025 and has since declined to 13.3% in Q1 2026 — a 6pp contraction over two quarters.

• D/E rose from 0.85 in Q1 2025 to 1.68 in Q4 2025 before easing to 1.55 in Q1 2026, suggesting leverage is elevated but stabilizing.

• Net profit margin improved from 14.2% in Q4 2025 to 17.1% in Q1 2026, the highest single-quarter reading in the dataset excluding the Q3 2024 outlier.

⚠ ROIC has fallen 6pp from Q3 2025 to Q1 2026 — first multi-quarter decline since the company established consistent profitability.

⚠ D/E nearly doubled from 0.85 in Q1 2025 to 1.68 in Q4 2025; trajectory of debt reduction in 2026 warrants close monitoring.

⚠ Q3 2024 showed a 173.9% NPM anomaly — any recurrence of one-off items could distort trend reads on profitability.

Get alerted when LB's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for LandBridge Co LLC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LB

FIRST MANHATTAN CO. LLC.
$487.3M7,057,228 sh
HORIZON KINETICS ASSET MANAGEMENT LLC
$390.6M5,657,134 sh
MORGAN STANLEY
$101.9M1,475,827 sh
FMR LLC
$92.2M1,334,828 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$85.6M1,239,898 sh
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$61.3M887,466 sh
UBS Group AG
$43.7M633,169 sh
Hood River Capital Management LLC
$42.9M621,075 sh
SCHWARTZ INVESTMENT COUNSEL INC
$40.9M592,891 sh
MARSHALL WACE, LLP
$38.8M562,062 sh

Fund	Value	Shares
FIRST MANHATTAN CO. LLC.	$487.3M	7,057,228
HORIZON KINETICS ASSET MANAGEMENT LLC	$390.6M	5,657,134
MORGAN STANLEY	$101.9M	1,475,827
FMR LLC	$92.2M	1,334,828
VANGUARD PORTFOLIO MANAGEMENT LLC	$85.6M	1,239,898
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$61.3M	887,466
UBS Group AG	$43.7M	633,169
Hood River Capital Management LLC	$42.9M	621,075
SCHWARTZ INVESTMENT COUNSEL INC	$40.9M	592,891
MARSHALL WACE, LLP	$38.8M	562,062

More Financials Companies

View all Financials →

AAAU

Goldman Sachs Physical Gold ETF

AACB

Artius II Acquisition Inc.

AACI

Armada Acquisition Corp. III

AACO

Abony Acquisition Corp. I

AACP

Apogee Acquisition Corp

AAC-UN

Ares Acquisition Corp III

AAME

ATLANTIC AMERICAN CORP

AAMI

Acadian Asset Management Inc.

Put LB on your watchlist

Track score changes the day LandBridge Co LLC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is LB a good stock to buy?

13F Pro's AI-powered analysis of LandBridge Co LLC (LB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LB are available on the LB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own LB?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LandBridge Co LLC's investment landscape.