兰德桥公司 LB
$65.10 +$3.22 (+5.20%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $65.10 0.00%
开盘$62.08
昨收$61.88
当日区间$62.08 – $66.94
成交量814.0K
市值$1.93B
市盈率（TTM）49.7
股息率0.71%
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例103.2%+0.14 个百分点，较上季度
持仓机构数223+3 ，较上季度
内部人近期交易26次买入 / 18次卖出净买入
空头持仓比例13.72% 占流通股回补天数 16.1 · 截至 15 Oct 2026
卖空成交量占比11.3%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$293.0K（9个净流入日，11个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有60.7%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从13.43%升至13.72%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Schwartz Investment Counsel, Inc. | Mutual Fund | 2026/Q3 | +199,547 | 3.0% |
| Jason Long | Individual/Insider | 2026/Q3 | +51,517 | 0.4% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +1,276,671 | 4.5% |
| FMR | Mutual Fund | 2026/Q3 | +440,622 | 6.3% |
| William Blair Investment Management, LLC | Mutual Fund | 2026/Q3 | +350,808 | 4.5% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +192,440 | 0.7% |
| Horizon Kinetics Holding Corporation | Mutual Fund | 2026/Q3 | +164,129 | 20.5% |
| Daiwa Asset Management | Mutual Fund | 2026/Q3 | +85,738 | 0.3% |
| D.F. Dent and Company, Inc. | Mutual Fund | 2026/Q3 | +69,729 | 2.0% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +57,687 | 0.3% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +56,926 | 0.2% |
| Schwartz Investment Counsel, Inc. | Mutual Fund | 2026/Q3 | +51,825 | 2.3% |
| XTX Markets Limited | Private Company | 2026/Q3 | +45,549 | 0.2% |
| Tudor Investment Corporation | Hedge Fund | 2026/Q3 | +43,563 | 0.3% |
| Cinctive Capital Management LP | Hedge Fund | 2026/Q3 | +43,525 | 0.2% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 6 Aug 2026 | LandBridge Holdings LLC | Other Disposition | -1,250,000 | – | 47,168,908 | |
| 6 Aug 2026 | LandBridge Holdings LLC | Derivative Exercise and Sale | -1,250,000 | $75.05 | – | |
| 3 Aug 2026 | Charles Watson | Independent Director | Other Acquisition | +1,900 | – | 1,900 |
| 3 Aug 2026 | Ty Daul | Independent Director | Other Acquisition | +1,900 | – | 1,900 |
| 3 Aug 2026 | Andrea Nicolas | Independent Director | Other Acquisition | +1,900 | – | 1,900 |
| 3 Aug 2026 | Harrison Bolling | Executive Vice President | Other Acquisition | +13,572 | – | 38,369 |
| 3 Aug 2026 | Valerie Chase | Independent Director | Other Acquisition | +1,900 | – | 1,900 |
| 3 Aug 2026 | Jason Long | Chief Executive Officer | Other Acquisition | +20,358 | – | 105,300 |
| 3 Aug 2026 | Jason Williams | Executive Vice President | Other Acquisition | +13,572 | – | 38,369 |
| 3 Aug 2026 | Scott McNeely | Chief Financial Officer | Other Acquisition | +14,929 | – | 45,900 |
| 30 Jun 2026 | Harrison Bolling | Executive Vice President | Sale to Issuer | -9,152 | $72.30 | 32,925 |
| 30 Jun 2026 | Jason Long | Chief Executive Officer | Sale to Issuer | -33,425 | $72.30 | 105,179 |
| 30 Jun 2026 | Jason Williams | Executive Vice President | Sale to Issuer | -9,758 | $72.30 | 30,078 |
| 30 Jun 2026 | Scott McNeely | Chief Financial Officer | Sale to Issuer | -12,188 | $72.30 | 38,117 |
| 5 Mar 2026 | Wincrest Capital Ltd. | Open Market Disposition | -53,350 | $75.19 | 64,250 | |
| 5 Jan 2026 | Scott McNeely | Chief Financial Officer | Open Market Acquisition | +549 | $45.49 | 19,333 |
| 4 Jan 2026 | Harrison Bolling | Executive Vice President | Open Market Acquisition | +850 | $46.84 | 17,281 |
| 4 Jan 2026 | Jason Long | Chief Executive Officer | Open Market Acquisition | +2,143 | $46.59 | 53,661 |
| 17 Nov 2025 | LandBridge Holdings LLC | Other Disposition | -2,500,000 | – | 48,593,505 | |
| 17 Nov 2025 | LandBridge Holdings LLC | Derivative Exercise and Sale | -2,500,000 | $70.00 | – |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 3,897,338 | 13.7% | 16.1 |
| 30 Sep 2026 | 3,848,452 | 13.5% | 15.7 |
| 15 Sep 2026 | 3,530,256 | 12.4% | 17.0 |
| 31 Aug 2026 | 3,556,749 | 12.5% | 11.4 |
| 14 Aug 2026 | 3,669,972 | 12.9% | 9.0 |
| 31 Jul 2026 | 3,738,122 | 13.4% | 15.9 |
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