Congress trades
LandBridge Company LLC (LB)
About LandBridge Company LLC
from the company's filings and listing- Exchange
- NYSE
- Sector
- Energy
- Industry
- Oil & Gas Exploration & Production
- Chief executive
- Jason Long
- Employees
- 4
- Listed since
- Jun 28, 2024
- Market value
- $6.7B
- Price to earnings
- 38.5
- Earnings per share
- $1.66
- Dividend yield
- 0.53%
Earnings
6 reported quarters · next on Nov 11, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $0.50 | $0.53 | $66.8M | $60.0M | EPS missRevenue beat |
| Q1 FY2026reported May 6, 2026 | $0.23 | $0.70 | $51.0M | $58.7M | EPS missRevenue miss |
| Feb 25, 2026 | $0.24 | $0.62 | $56.8M | $51.9M | EPS missRevenue beat |
| Q3 FY2025reported Nov 12, 2025 | $0.26 | $0.48 | $50.8M | $50.2M | EPS missRevenue in line |
| Q2 FY2025reported Aug 6, 2025 | $0.24 | $0.39 | $47.5M | $49.2M | EPS missRevenue miss |
| Q1 FY2025reported May 7, 2025 | $0.27 | $0.34 | $44.0M | $43.7M | EPS missRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 28, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Daniel HeafChief Executive Officer | $914K | $5.0M | $630K | $6.6M |
| Eva BorattoChief Financial Officer | $850K | $2.9M | $488K | $4.2M |
| Thomas MazurekChief Supply Chain Officer | $720K | $1.8M | $255K | $2.7M |
The summary compensation table from the 2025 proxy statement, current executives only. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| First Manhattan Co. Llc. | $561.2M | 7,082,845 | +0.4% | 25.44% |
| Horizon Kinetics Asset Management LLC | $461.3M | 5,821,263 | +2.9% | 20.91% |
| FMR LLC | $140.7M | 1,775,450 | +33.0% | 6.38% |
| T. Rowe Price Investment Management, Inc. | $101.2M | 1,276,671 | +100.0% | 4.59% |
| Vanguard Portfolio Management LLC | $100.4M | 1,267,116 | +2.2% | 4.55% |
| William Blair Investment Management, LLC | $97.9M | 1,235,265 | +39.2% | 4.44% |
| Morgan Stanley | $58.0M | 731,836 | -50.4% | 2.63% |
| Schwartz Investment Counsel Inc | $51.1M | 644,716 | +8.7% | 2.32% |
| HOOD River Capital Management LLC | $47.0M | 592,619 | -4.6% | 2.13% |
| UBS Group AG | $45.5M | 573,587 | -9.4% | 2.06% |
| DF Dent & Co Inc | $45.0M | 567,536 | +14.0% | 2.04% |
| Two Sigma Investments, LP | $41.1M | 518,850 | -4.9% | 1.86% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in LB
3 disclosures · median 25d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $15,001 - $50,000 | +51.4%S&P +15.7% · vs S&P 500 +35.7% | Nov 21, 2025 | Dec 15, 2025 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $50,001 - $100,000 | +45.5%S&P +16.8% · vs S&P 500 +28.7% | Nov 20, 2025 | Dec 15, 2025 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $50,001 - $100,000 | +46.4%S&P +20.5% · vs S&P 500 +25.9% | Aug 6, 2025 | Sep 12, 2025 | 37d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
A congressional disclosure names a company by its ticker symbol alone, and a symbol can be reassigned after its previous holder leaves the market. 15 disclosures filed under LB are dated before this company began trading under it, and are not shown here.
Questions
Which members of Congress have traded LB?
Gilbert Ray Cisneros, Jr. disclosed LB transactions in the filings shown here.
How quickly are LB trades disclosed?
Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.