MentionTraceStock ideas from sharp blogs, podcasts & letters

LandBridge Company LLC

LandBridge Company LLC, together with its subsidiaries, 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.

SectorEnergyTickerLBHeadquarters🇺🇸 United StatesWebsitelandbridgeco.com

Mentions

9 mentions · latest on 1 Oct 2026

See which tracked investors hold LandBridge Company LLC →Ownership and position changes on OwnershipTrace

Latticework by MOI GlobalBlogThis Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate-1 Oct 2026
310 Value’s NewsletterBlogPermian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers-12 Aug 2026
The Variant ViewBlogHorizon Kinetics Q2'26 Portfolio Update Recap-3 Aug 2026
310 Value’s NewsletterBlogData Centers in the Permian Basin Part 4 – It’s Happening!-24 Jun 2026
The Variant ViewBlogMarket Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Sempiterno InvestmentsBlogNew seeds planted-31 May 2026
310 Value’s NewsletterBlogFirst Takes on GFL's Acquisition of Secure-13 Apr 2026
Horizon KineticsInvestor letterQ1 2026 Commentary-Q1 2026
310 Value’s NewsletterBlogWater and Power: The Dual Engines Driving LandBridge’s Explosive Growth-26 Mar 2026