Company profile
Ticker
LB
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Rice Acquisition Corp. II
SEC CIK
Corporate docs
IRS number
933636146
LB stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
4 Oct 24
8-K
Departure of Directors or Certain Officers
16 Sep 24
10-Q
2024 Q2
Quarterly report
7 Aug 24
8-K
LandBridge Company LLC Announces Second Quarter Results
7 Aug 24
8-K
Departure of Directors or Certain Officers
16 Jul 24
D
$12.75 mm in equity, sold $12.75 mm, 1 investor
12 Jul 24
S-8
Registration of securities for employees
3 Jul 24
8-K
Landbridge Announces Pricing of Initial Public Offering
3 Jul 24
424B4
Prospectus supplement with pricing info
28 Jun 24
EFFECT
Notice of effectiveness
28 Jun 24
Latest ownership filings
4
Andrea Liria Nicolas
16 Sep 24
3
Andrea Liria Nicolas
13 Sep 24
4
CHARLES L. WATSON
17 Jul 24
4
Jason Frederick Williams
17 Jul 24
4
Harrison Fenner Bolling
17 Jul 24
4
Ty P. Daul
17 Jul 24
4
Scott Lloyd McNeely
17 Jul 24
4
Valerie Chase
17 Jul 24
4
Jason Thomas Long
17 Jul 24
SC 13G
HighSage Ventures LLC
11 Jul 24
Financial summary
Quarter (USD) | Jun 24 | |
---|---|---|
Revenue | ||
Cost of revenue | ||
Operating income | ||
Operating margin | ||
Net income | ||
Net profit margin | ||
Cash on hand | ||
Change in cash | ||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | |||
---|---|---|---|---|---|---|
Cash on hand (at last report) | 24.65 mm | 24.65 mm | ||||
Cash burn (monthly) | 19.17 mm | (no burn) | ||||
Cash used (since last report) | 71.99 mm | n/a | ||||
Cash remaining | -47.35 mm | n/a | ||||
Runway (months of cash) | -2.5 | n/a |
Institutional ownership, Q2 2024
83.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 37 |
Opened positions | 37 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 329.34 bn |
Total shares | 14.57 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Horizon Kinetics Asset Management | 4.71 mm | $108.94 bn |
First Manhattan | 1.92 mm | $44.46 bn |
FMR | 1.69 mm | $39.17 bn |
Adage Capital Partners GP, L.L.C. | 1.10 mm | $25.47 bn |
Hill City Capital | 1.00 mm | $23.15 bn |
BLK BlackRock | 500.00 k | $11.57 bn |
Yaupon Capital Management | 500.00 k | $11.58 bn |
Millennium Management | 300.00 k | $6.95 bn |
Zimmer Partners | 300.00 k | $6.95 bn |
Balyasny Asset Management | 275.03 k | $6.37 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
13 Sep 24 | Andrea Liria Nicolas | Class A shares | Grant | Acquire A | No | No | 0 | 7,353 | 0.00 | 7,353 |
15 Jul 24 | Jason Thomas Long | Class A shares | Grant | Acquire A | No | No | 0 | 254,827 | 0.00 | 254,827 |
15 Jul 24 | Valerie Chase | Class A shares | Grant | Acquire A | No | No | 0 | 7,353 | 0.00 | 10,278 |
15 Jul 24 | Scott Lloyd McNeely | Class A shares | Grant | Acquire A | No | No | 0 | 92,914 | 0.00 | 92,914 |
News
Barclays Maintains Equal-Weight on LandBridge, Raises Price Target to $38
15 Oct 24
Analyst Scoreboard: 10 Ratings For LandBridge
8 Oct 24
Goldman Sachs Maintains Buy on LandBridge, Raises Price Target to $43
8 Oct 24
Analyst Ratings For LandBridge
12 Sep 24
Citigroup Maintains Neutral on LandBridge, Raises Price Target to $34
12 Sep 24