LB
LandBridge Co LLC
+2.72 (+3.29%)85.42USD52.8K成交股數6.6B市值75.6本益比(近四季)29.2股價營收比+40.6%營收年增(近四季)2026-11-09下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 9 · 844M · 8 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 844M |
| 近 180 天 淨額 | −844M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-07 | 08-11 | Five Point Energy GP III LLC | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | Capobianco David N | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-07 | 08-11 | Capobianco David N | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | Capobianco David N | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | Capobianco David N | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | Capobianco David N | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP III LP | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP III LP | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP III LP | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP III LLC | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | Capobianco David N | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP III LLC | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP II LLC | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP II LLC | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP II LLC | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-07 | 08-11 | Five Point Energy Fund III AIV-VIII LP | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy Fund III AIV-VIII LP | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy Fund III AIV-VIII LP | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP II LP | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP II LP | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy GP II LP | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-07 | 08-11 | Five Point Energy Fund II AIV-VII LP | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy Fund II AIV-VII LP | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | Five Point Energy Fund II AIV-VII LP | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-07 | 08-11 | LandBridge Holdings LLC | Director,TenPercentOwner | J 其他 | 1.3M | – | – | 47.2M | SEC |
| 2026-08-07 | 08-11 | LandBridge Holdings LLC | Director,TenPercentOwner | C 轉換 | 1.3M | – | – | 1.3M | SEC |
| 2026-08-07 | 08-11 | LandBridge Holdings LLC | Director,TenPercentOwner | S 公開市場賣出 | 1.3M | 75.05 | 93.8M | 0 | SEC |
| 2026-08-04 | 08-06 | Daul Ty P. | Director | A 獲配股票 | 1.9K | – | – | 20.3K | SEC |
| 2026-08-04 | 08-06 | Long Jason Thomas | See Remarks | A 獲配股票 | 20.4K | – | – | 210K | SEC |
| 2026-08-04 | 08-06 | Bolling Harrison Fenner | See Remarks | A 獲配股票 | 13.6K | – | – | 71.3K | SEC |
| 2026-08-04 | 08-06 | Chase Valerie | Director | A 獲配股票 | 1.9K | – | – | 14.4K | SEC |
| 2026-08-04 | 08-06 | McNeely Scott Lloyd | See Remarks | A 獲配股票 | 14.9K | – | – | 84.0K | SEC |
| 2026-08-04 | 08-06 | Nicolas Andrea Liria | Director | A 獲配股票 | 1.9K | – | – | 11.5K | SEC |
| 2026-08-04 | 08-06 | WATSON CHARLES L. | Director | A 獲配股票 | 1.9K | – | – | 11.5K | SEC |
| 2026-08-04 | 08-06 | Williams Jason Frederick | See Remarks | A 獲配股票 | 13.6K | – | – | 68.4K | SEC |
| 2026-07-01 | 07-02 | Long Jason Thomas | See Remarks | F 繳稅扣股 | 33.4K | 72.30 | 2.4M | 190K | SEC |
| 2026-07-01 | 07-02 | Bolling Harrison Fenner | See Remarks | F 繳稅扣股 | 9.2K | 72.30 | 662K | 57.7K | SEC |
| 2026-07-01 | 07-02 | McNeely Scott Lloyd | See Remarks | F 繳稅扣股 | 12.2K | 72.30 | 881K | 69.1K | SEC |
| 2026-07-01 | 07-02 | Williams Jason Frederick | See Remarks | F 繳稅扣股 | 9.8K | 72.30 | 706K | 54.9K | SEC |
| 2026-03-06 | 03-06 | WATSON CHARLES L. | Director | S 公開市場賣出 | 13.0K | 75.00 | 975K | 64.3K | SEC |
| 2026-03-04 | 03-06 | WATSON CHARLES L. | Director | S 公開市場賣出 | 9.7K | 75.19 | 727K | 77.3K | SEC |
| 2026-03-02 | 03-06 | WATSON CHARLES L. | Director | S 公開市場賣出 | 30.7K | 74.07 | 2.3M | 86.9K | SEC |
| 2026-01-06 | 01-07 | McNeely Scott Lloyd | See Remarks | P 公開市場買進 | 549 | 45.49 | 25K | 81.3K | SEC |
| 2026-01-05 | 01-07 | Long Jason Thomas | See Remarks | P 公開市場買進 | 2.1K | 46.59 | 100K | 224K | SEC |
| 2026-01-05 | 01-07 | Bolling Harrison Fenner | See Remarks | P 公開市場買進 | 850 | 46.84 | 40K | 66.9K | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP III LP | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-21 | Capobianco David N | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-21 | Capobianco David N | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-21 | Capobianco David N | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP III LP | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP III LP | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP III LLC | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP III LLC | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP III LLC | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP II LLC | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP II LLC | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP II LLC | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP II LP | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP II LP | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy GP II LP | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-11-18 | 11-21 | LandBridge Holdings LLC | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-21 | LandBridge Holdings LLC | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-21 | LandBridge Holdings LLC | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-11-18 | 11-21 | Five Point Energy Fund III AIV-VIII LP | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy Fund III AIV-VIII LP | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy Fund III AIV-VIII LP | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-11-18 | 11-21 | Five Point Energy Fund II AIV-VII LP | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy Fund II AIV-VII LP | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-21 | Five Point Energy Fund II AIV-VII LP | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-11-18 | 11-20 | Capobianco David N | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 48.6M | SEC |
| 2025-11-18 | 11-20 | Capobianco David N | Director,TenPercentOwner | C 轉換 | 2.5M | – | – | 2.5M | SEC |
| 2025-11-18 | 11-20 | Capobianco David N | Director,TenPercentOwner | S 公開市場賣出 | 2.5M | 70.00 | 175M | 0 | SEC |
| 2025-08-27 | 09-22 | Daul Ty P. | Director | A 獲配股票 | 2.2K | – | – | 18.4K | SEC |
| 2025-08-27 | 09-22 | WATSON CHARLES L. | Director | A 獲配股票 | 2.2K | – | – | 9.6K | SEC |
| 2025-08-27 | 09-22 | Nicolas Andrea Liria | Director | A 獲配股票 | 2.2K | – | – | 9.6K | SEC |
| 2025-08-27 | 09-22 | Chase Valerie | Director | A 獲配股票 | 2.2K | – | – | 12.5K | SEC |
| 2025-08-27 | 08-28 | Nicolas Andrea Liria | Director | A 獲配股票 | 3.9K | – | – | 11.2K | SEC |
| 2025-08-27 | 08-28 | WATSON CHARLES L. | Director | A 獲配股票 | 3.9K | – | – | 11.2K | SEC |
| 2025-08-27 | 08-28 | Daul Ty P. | Director | A 獲配股票 | 3.9K | – | – | 20.0K | SEC |
| 2025-08-27 | 08-28 | Chase Valerie | Director | A 獲配股票 | 3.9K | – | – | 14.2K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | 7.1M | 561M | 新進 | 新進 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 5.8M | 461M | 新進 | 新進 |
| FMR LLC | 1.8M | 141M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | 100M | 新進 | 新進 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.2M | 97.9M | 新進 | 新進 |
| MORGAN STANLEY | 732K | 58.0M | 新進 | 新進 |
| SCHWARTZ INVESTMENT COUNSEL INC | 645K | 51.1M | 新進 | 新進 |
| Hood River Capital Management LLC | 593K | 47.0M | 新進 | 新進 |
| UBS Group AG | 574K | 45.5M | 新進 | 新進 |
| DF DENT & CO INC | 568K | 45.0M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 519K | 41.1M | 新進 | 新進 |
| CORTLAND ASSOCIATES INC/MO | 384K | 30.5M | 新進 | 新進 |
| RAYMOND JAMES FINANCIAL INC | 377K | 29.9M | 新進 | 新進 |
| CAPTRUST FINANCIAL ADVISORS | 282K | 22.3M | 新進 | 新進 |
| MAD RIVER INVESTORS | 268K | 21.2M | 新進 | 新進 |
| Moors & Cabot, Inc. | 252K | 19.9M | 新進 | 新進 |
| ASHFORD CAPITAL MANAGEMENT INC | 235K | 18.6M | 新進 | 新進 |
| One Charles Private Wealth Services, LLC | 224K | 17.8M | 新進 | 新進 |
| WELLS FARGO & COMPANY/MN | 223K | 17.6M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 211K | 16.7M | 新進 | 新進 |
| EagleClaw Capital Managment, LLC | 211K | 16.7M | 新進 | 新進 |
| Summit Street Capital Management, LLC | 203K | 16.1M | 新進 | 新進 |
| HighTower Advisors, LLC | 141K | 11.2M | 新進 | 新進 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 128K | 10.2M | 新進 | 新進 |
| MARSHALL WACE, LLP | 118K | 9.4M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 193 +6 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 193 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 28.5M · 37.0% |
| 合計季末市值 | 2.1B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 3.6M |
|---|---|
| 與上期比 | -3.1% |
| 佔流通股數 | 4.62% |
| 日均成交量 | 313K |
| 回補天數 | 11.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 3.6M | -3.1% | 4.62% | 313K | 11.4 |
| 2026-08-14 | 3.7M | -1.8% | 4.77% | 410K | 9.0 |
| 2026-07-31 | 3.7M | -1.9% | 4.86% | 236K | 15.9 |
| 2026-07-15 | 3.8M | +8.9% | 4.95% | 334K | 11.4 |
| 2026-06-30 | 3.5M | +2.8% | 4.55% | 487K | 7.2 |
| 2026-06-15 | 3.4M | +12.5% | 4.42% | 301K | 11.3 |
| 2026-05-29 | 3.0M | -10.7% | 3.93% | 461K | 6.6 |
| 2026-05-15 | 3.4M | +25.3% | 4.40% | 371K | 9.1 |
| 2026-04-30 | 2.7M | -12.1% | 3.51% | 208K | 13.0 |
| 2026-04-15 | 3.1M | +6.7% | 4.00% | 371K | 8.3 |
| 2026-03-31 | 2.9M | +7.0% | 3.75% | 497K | 5.8 |
| 2026-03-13 | 2.7M | -0.8% | 3.50% | 391K | 6.9 |
| 2026-02-27 | 2.7M | +2.0% | 3.53% | 612K | 4.4 |
| 2026-02-13 | 2.7M | -2.0% | 3.46% | 596K | 4.5 |
| 2026-01-30 | 2.7M | -11.3% | 3.53% | 490K | 5.6 |
| 2026-01-15 | 3.1M | -9.5% | 3.98% | 575K | 5.3 |
| 2025-12-31 | 3.4M | -3.2% | 4.40% | 453K | 7.5 |
| 2025-12-15 | 3.5M | -0.4% | 4.55% | 297K | 11.8 |
| 2025-11-28 | 3.5M | -10.1% | 4.57% | 683K | 5.2 |
| 2025-11-14 | 3.9M | -4.1% | 5.08% | 439K | 8.9 |
| 2025-10-31 | 4.1M | +0.2% | 5.30% | 312K | 13.1 |
| 2025-10-15 | 4.1M | -7.3% | 5.29% | 445K | 9.2 |
| 2025-09-30 | 4.4M | +8.0% | 5.70% | 457K | 9.6 |
| 2025-09-15 | 4.1M | +0.8% | 5.28% | 358K | 11.4 |
| 2025-08-29 | 4.0M | -1.7% | 5.24% | 401K | 10.1 |
| 2025-08-15 | 4.1M | -12.2% | 5.34% | 681K | 6.0 |