LB Kelas A LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests
NYSE · Real Estate · Lihat di SEC EDGAR ↗ tutup Okt 2, 2026 10-K/10-Q Agu 6, 2026
$83,79
· % dari rentang 52 mgg
· di atas terendah
· ke tinggi
$43,75rendah 52m
$91,69tinggi 52m
P/E (TTM)
74.2
EPS (TTM)
$1.13
Pendapatan (TTM)
$225M
lencana Anda
Rentang 52M
$44–$92
Peringkat Analis
BUY
Target Harga
$89
P/E
74.2
ROE
12.0%
Margin Laba Bersih
16.5%
Strip lencana Anda kosong — sematkan metrik di mana saja di halaman ini.
LB Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
Harga
$83.79
P/E (TTM)
74.2
EPS (TTM)
$1.13
Pendapatan (TTM)
$225M
ROE (TTM)
12.0%
D/E Utang/Ekuitas (MRQ)
1.5
Rentang 52M
$44–$92
LB Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
rentang
batang
Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Pendapatan$199M2023-12-31 → 2025-12-31
EPS$0.942024-12-31 → 2025-12-31
Arus Kas Bebas$122M2024-12-31 → 2025-12-31
Margin bersih16.5%2024-12-31 → 2025-12-31
Valuasi & Rasio
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
| Metrik | Tren 5 Tahun | LB | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| P/E (TTM) | 74.2 | · | 59.5 | Terlalu mahal |
Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
| Metrik | Tren 5 Tahun | LB | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Margin Operasi (TTM) | 61.3% | · | -19.0% | Tingkat teratas | |
| Margin EBITDA (TTM) | 68.0% | · | -15.4% | Tingkat teratas | |
| Margin Sebelum Pajak (TTM) | 43.6% | · | · | · | |
| Margin Laba Bersih (TTM) | 16.5% | · | -8.8% | Tingkat teratas | |
| ROA (TTM) | 3.0% | · | 0.46% | Tingkat teratas | |
| ROE (TTM) | 12.0% | · | 0.78% | Tingkat teratas | |
| ROIC | 11.7% | · | · | · |
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
| Metrik | Tren 5 Tahun | LB | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Utang / Ekuitas (MRQ) | 1.5 | · | · | · | |
| Rasio Lancar (MRQ) | 7.3 | · | · | · | |
| Quick Ratio (Rasio Cepat) | 2.5 | · | · | · | |
| Utang Jangka Panjang / Ekuitas (MRQ) | 1.5 | · | · | · |
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
| Metrik | Tren 5 Tahun | LB | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Revenue YoY (Pendapatan YoY) | 81.1% | · | · | · | |
| EPS YoY | 1242.9% | · | · | · | |
| Net Income YoY (Laba Bersih YoY) | 489.6% | · | · | · |
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
| Metrik | Tren 5 Tahun | LB | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Asset Turnover (Perputaran Aset) | 0.2 | · | 0.1 | Tingkat teratas |
nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median
Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun
Rasio Pembayaran Dividen211.5%
Pembayaran Tahunan≈$0.48
| Tanggal ex-dividen | Jumlah | Mata Uang | Imbal Hasil |
|---|---|---|---|
| Agu 27, 2026 | $0,12 | USD | ≈0.52% |
| Jun 4, 2026 | $0,12 | USD | ≈0.59% |
| Mar 5, 2026 | $0,12 | USD | ≈0.56% |
| Des 4, 2025 | $0,10 | USD | ≈0.67% |
| Sep 4, 2025 | $0,10 | USD | ≈0.74% |
| Jun 5, 2025 | $0,10 | USD | ≈0.42% |
| Mar 6, 2025 | $0,10 | USD | ≈0.33% |
| Des 5, 2024 | $0,10 | USD | ≈0.15% |
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
Kejutan Rata-rata
-6.5%
Laporan Berikutnya
Nov 09, 2026
| Periode | Laporan | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|---|
| 30 Juni 2026 | Agu 12, 2026 | $0.30 | $0.45 | -33.6% |
| 31 Maret 2026 | Mei 13, 2026 | $0.37 | $0.46 | -19.6% |
| 31 Des. 2025 | $0.46 | $0.39 | 17.0% | |
| 30 Sep. 2025 | $0.41 | $0.41 | -0.19% | |
| 30 Juni 2025 | $0.39 | $0.39 | 1.0% | |
| 31 Maret 2025 | $0.35 | $0.36 | -3.9% |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $199M | $110M | $73M | |
| Operating Income | $118M | $-17M | $70M | |
| Other Non-op | $-4M | $241.0K | $549.0K | |
| Pretax Income | $81M | $-40M | $64M | |
| Income Tax | $9M | $2M | $370.0K | |
| Net Income | $30M | $5M | · | |
| EPS (Basic) | $1.18 | $0.28 | · | |
| EPS (Diluted) | $0.94 | $0.07 | · | |
| Shares (Basic) | 24,815,703 | 17,807,323 | · | |
| Shares (Diluted) | 76,542,235 | 73,370,073 | · | |
| EBITDA | $130M | $-8M | · |
Neraca
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $31M | $37M | $38M | |
| Prepaid Expense | $5M | $2M | $1M | |
| Current Assets | $60M | $53M | $52M | |
| PP&E (Net) | $1.08B | $903M | $203M | |
| PP&E (Gross) | $1.11B | $920M | $215M | |
| Accum. Depreciation | $24M | $18M | $12M | |
| Intangibles | $137M | $45M | $29M | |
| Other Non-current Assets | $4M | $2M | $5M | |
| Total Assets | $1.37B | $1.03B | $289M | |
| Accrued Liabilities | $8M | $7M | $5M | |
| Current Liabilities | $12M | $14M | $27M | |
| Other Non-current Liabilities | $192.0K | $183.0K | $3M | |
| Total Liabilities | $572M | $395M | $138M | |
| Long-term Debt | $571M | $385M | $129M | |
| Total Debt | $560M | $381M | · | |
| Retained Earnings | $23M | $3M | · | |
| Stockholders' Equity | $340M | $212M | · | |
| Liabilities + Equity | $1.37B | $1.03B | $289M | |
| Shares Outstanding | · | 23,255,419 | · |
Arus Kas
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $11M | $9M | $9M | |
| Stock-based Comp | $45M | $95M | $-17M | |
| Deferred Tax | $4M | $-411.0K | $0 | |
| Amort. of Intangibles | $5M | $3M | $2M | |
| Other Non-cash | $35M | $-41M | · | |
| Operating Cash Flow | $126M | $68M | $53M | |
| CapEx | $4M | $985.0K | $3M | |
| Investing Cash Flow | $-233M | $-724M | $-3M | |
| Stock Issued | · | $278M | · | |
| Net Stock Activity | · | $278M | · | |
| Dividends Paid | $64M | $178M | $105M | |
| Financing Cash Flow | $101M | $656M | $-38M | |
| Net Change in Cash | $-6M | $-791.0K | $12M | |
| Taxes Paid | $9M | $385.0K | $213.0K | |
| Free Cash Flow | $122M | $67M | · |
Profitabilitas
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Operating Margin | 59.5% | -15.0% | · | |
| Net Margin | 15.1% | 4.7% | · | |
| Pretax Margin | 40.9% | -36.0% | · | |
| EBITDA Margin | 65.3% | -6.9% | · | |
| ROA | 2.5% | 0.79% | · | |
| ROE | 10.8% | 2.3% | · | |
| ROIC | 11.7% | -2.1% | · |
Likuiditas & Solvabilitas
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 4.9 | 3.7 | · | |
| Quick Ratio | 2.5 | 2.6 | · | |
| Debt / Equity | 1.6 | 0.9 | · | |
| LT Debt / Equity | 1.6 | 0.9 | · |
Efisiensi
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · |
Per Saham
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue / Share | $2.60 | $1.50 | · | |
| Cash Flow / Share | $1.65 | $0.92 | · | |
| EPS (TTM) | $0.94 | $0.07 | · |
Tingkat Pertumbuhan
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 81.1% | 50.9% | · | |
| EPS YoY | 1242.9% | · | · | |
| Net Income YoY | 489.6% | · | · |
Valuasi (TTM)
| Metrik | Tren | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $199M | $110M | · | |
| Net Income TTM | $30M | $5M | · | |
| P/E | 52.1 | 922.9 | · | |
| Earnings Yield | 1.9% | 0.11% | · | |
| Payout Ratio | 211.5% | · | · | |
| Annual Payout | $64M | $178M | · |
Laporan Laba Rugi
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $67M | $51M | $57M | $51M | $48M | $44M | $36M | $28M | $26M | $19M | $18M | $22M | |
| SG&A Expense | $16M | $16M | · | · | $15M | $15M | · | · | · | · | · | · | |
| Operating Income | $44M | $29M | $34M | $31M | $29M | $25M | $18M | $3M | $-51M | $14M | $19M | $45M | |
| Other Non-op | $-17.0K | $-10.0K | $-4M | $0 | $0 | $0 | $0 | $0 | $0 | $241.0K | $526.0K | $0 | |
| Pretax Income | $35M | $20M | $21M | $23M | $21M | $17M | $11M | $-4M | $-58M | $11M | $17M | $45M | |
| Income Tax | $4M | $2M | $3M | $3M | $2M | $2M | $3M | $-1M | $137.0K | $101.0K | $104.0K | $96.0K | |
| Net Income | $12M | $9M | $8M | $8M | $8M | $6M | $49M | $3M | $-58M | $11M | · | $45M | |
| EPS (Basic) | $0.43 | $0.31 | $0.30 | $0.31 | $0.30 | $0.27 | · | $0.15 | · | · | · | · | |
| EPS (Diluted) | $0.40 | $0.23 | $0.24 | $0.26 | $0.24 | $0.20 | · | $-0.04 | · | · | · | · | |
| Shares (Basic) | 27,960,494 | 27,838,580 | · | 25,335,054 | 24,069,705 | 23,255,419 | · | 17,425,000 | · | · | · | · | |
| Shares (Diluted) | 76,991,052 | 77,078,931 | · | 76,518,549 | 76,394,121 | 76,464,778 | · | 73,151,603 | · | · | · | · | |
| EBITDA | · | $34M | · | $31M | $29M | $28M | · | $5M | $-50M | · | · | · |
Neraca
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $40M | $30M | $31M | $28M | $20M | $15M | $37M | $14M | $25M | · | · | · | |
| Prepaid Expense | $3M | $3M | $5M | $5M | $3M | $1M | $2M | $2M | $594.0K | · | · | · | |
| Current Assets | $71M | $59M | $60M | $57M | $44M | $44M | $53M | $32M | $42M | · | · | · | |
| PP&E (Net) | $1.09B | $1.08B | $1.08B | $918M | $918M | $919M | $903M | $628M | $630M | · | · | · | |
| PP&E (Gross) | $1.12B | $1.11B | $1.11B | $940M | $939M | $938M | $920M | $644M | $644M | · | · | · | |
| Accum. Depreciation | $27M | $25M | $24M | $22M | $21M | $19M | $18M | $16M | $15M | · | · | · | |
| Intangibles | $131M | $134M | $137M | $42M | $43M | $44M | $45M | $27M | $28M | · | · | · | |
| Other Non-current Assets | $3M | $4M | $4M | $2M | $2M | $2M | $2M | $3M | $11M | · | · | · | |
| Total Assets | $1.38B | $1.36B | $1.37B | $1.08B | $1.07B | $1.01B | $1.03B | $690M | $710M | · | · | · | |
| Accrued Liabilities | $6M | $14M | $8M | $7M | $6M | $6M | $7M | $6M | $13M | · | · | · | |
| Current Liabilities | $10M | $19M | $12M | $14M | $10M | $12M | $14M | $43M | $50M | · | · | · | |
| Other Non-current Liabilities | $195.0K | $194.0K | $192.0K | $192.0K | $182.0K | $182.0K | $183.0K | $183.0K | $3M | · | · | · | |
| Total Liabilities | $545M | $554M | $572M | $380M | $381M | $387M | $395M | $286M | $414M | · | · | · | |
| Long-term Debt | $536M | $536M | $571M | $367M | $371M | $376M | $381M | $278M | $396M | · | · | · | |
| Total Debt | · | $536M | · | $367M | $371M | $376M | · | $278M | $396M | · | · | · | |
| Retained Earnings | $37M | $29M | $23M | $18M | $12M | $7M | $3M | $3M | · | · | · | · | |
| Stockholders' Equity | $356M | $344M | $340M | $272M | $266M | $440M | $212M | $97M | · | · | · | · | |
| Liabilities + Equity | $1.38B | $1.36B | $1.37B | $1.08B | $1.07B | $1.01B | $1.03B | $690M | $710M | · | · | · | |
| Shares Outstanding | · | · | · | · | · | · | 23,255,419 | · | · | · | · | · |
Arus Kas
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $3M | $3M | $3M | $4M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $11M | $11M | $12M | $11M | $11M | $11M | $11M | $12M | $72M | $810.0K | $-7M | · | |
| Deferred Tax | $1M | $316.0K | $2M | $1M | $652.0K | $339.0K | $865.0K | $-1M | · | · | · | · | |
| Other Non-cash | · | $16M | · | · | · | $-5M | · | · | · | · | · | · | |
| Operating Cash Flow | $41M | $41M | $38M | $35M | $37M | $16M | $27M | $7M | $16M | $17M | $16M | · | |
| CapEx | $1M | $180.0K | $2M | $1M | $1M | $69.0K | $224.0K | $303.0K | $369.0K | $89.0K | $234.0K | · | |
| Investing Cash Flow | $-11M | $-2M | $-212M | $-1M | $-2M | $-18M | $-292M | $-1M | $-376M | $-55M | $-234.0K | · | |
| Dividends Paid | $19M | $15M | $11M | $15M | $24M | $14M | $7M | $171M | · | · | · | · | |
| Financing Cash Flow | $-20M | $-40M | $176M | $-26M | $-30M | $-20M | $288M | $-17M | $376M | $9M | $-15M | · | |
| Net Change in Cash | $10M | $-1M | $2M | $8M | $5M | $-22M | $23M | $-10M | $16M | $-29M | $1M | · | |
| Taxes Paid | $2M | $-2.0K | · | · | $6M | $1M | · | · | · | · | · | · | |
| Free Cash Flow | · | $41M | · | · | · | $16M | · | · | · | · | · | · |
Profitabilitas
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 57.2% | · | 60.8% | 60.0% | 57.0% | · | 11.2% | -197.4% | · | · | · | |
| Net Margin | · | 17.1% | · | 16.0% | 15.8% | 14.7% | · | 9.3% | -222.1% | · | · | · | |
| Pretax Margin | · | 38.5% | · | 45.2% | 43.4% | 38.8% | · | -13.6% | -221.6% | · | · | · | |
| EBITDA Margin | · | 65.9% | · | 60.8% | 60.0% | 62.9% | · | 16.4% | -191.6% | · | · | · | |
| ROA | · | 0.74% | · | 0.92% | 0.84% | 1.3% | · | 0.77% | -16.2% | · | · | · | |
| ROE | · | 2.2% | · | 4.4% | 5.6% | 2.9% | · | 5.5% | · | · | · | · | |
| ROIC | · | 3.0% | · | 4.3% | 4.0% | 2.8% | · | 0.60% | -13.0% | · | · | · |
Likuiditas & Solvabilitas
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 3.1 | · | 4.2 | 4.3 | 3.7 | · | 0.7 | 0.8 | · | · | · | |
| Quick Ratio | · | 1.6 | · | 2.0 | 2.0 | 1.3 | · | 0.3 | 0.5 | · | · | · | |
| Debt / Equity | · | 1.6 | · | 1.3 | 1.4 | 0.9 | · | 2.9 | · | · | · | · | |
| LT Debt / Equity | · | 1.6 | · | 1.3 | 1.4 | 0.9 | · | 2.5 | · | · | · | · |
Efisiensi
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | · | · | · |
Per Saham
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $0.66 | · | $0.66 | $0.62 | $0.57 | · | $0.39 | · | · | · | · | |
| Cash Flow / Share | · | $0.53 | · | · | · | $0.21 | · | · | · | · | · | · | |
| EPS (TTM) | $1.13 | $0.97 | · | · | · | · | · | · | · | · | · | · |
Valuasi (TTM)
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $216M | $206M | · | $179M | $156M | $135M | · | $91M | $80M | $76M | · | · | |
| Net Income TTM | $37M | $32M | · | $71M | $66M | $798.0K | · | · | · | · | · | · | |
| P/E | 70.1 | 71.2 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 1.4% | 1.4% | · | · | · | · | · | · | · | · | · | · | |
| Payout Ratio | · | 169.0% | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | · | $65M | · | $60M | $216M | · | · | · | · | · | · | · |
Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
| Metrik | 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|---|
| Pendapatan | $199M | · | $110M | $73M |
| Margin Operasi % | 59.5% | · | -15.0% | · |
| Laba Bersih | $30M | · | $5M | · |
| EPS Dilusian | $0.94 | · | $0.07 | · |
| Metrik | 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|---|
| Utang / Ekuitas | 1.6 | · | 0.9 | · |
| Rasio Lancar | 4.9 | · | 3.7 | · |
| Rasio Cepat | 2.5 | · | 2.6 | · |
| Metrik | 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|---|
| Arus Kas Bebas | $122M | · | $67M | · |
Pemilik institusional (13F) 208 pengaju · $2.2B total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Pemegang
208
Nilai yang dipegang
$2.2B
Posisi baru
33
Posisi yang keluar
25
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 33 (-26 vs Kuartal sebelumnya) | 25 (+6 vs Kuartal sebelumnya) | 72 (-9 vs Kuartal sebelumnya) | 60 (+27 vs Kuartal sebelumnya) | +1.0M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | $561.244.638 | 7.082.845 | 25,17% | Saham |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $461.276.842 | 5.821.263 | 20,68% | Saham |
| FMR LLC | $140.686.658 | 1.775.450 | 6,31% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $100.406.272 | 1.267.116 | 4,50% | Saham |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $97.882.399 | 1.235.265 | 4,39% | Saham |
| MORGAN STANLEY | $57.990.753 | 731.836 | 2,60% | Saham |
| SCHWARTZ INVESTMENT COUNSEL INC | $51.087.296 | 644.716 | 2,29% | Saham |
| Hood River Capital Management LLC | $46.959.130 | 592.619 | 2,11% | Saham |
| UBS Group AG | $45.451.033 | 573.587 | 2,04% | Saham |
| DF DENT & CO INC | $44.971.554 | 567.536 | 2,02% | Saham |
| VANGUARD GROUP INC | $42.220.316 | 861.815 | 1,89% | Saham |
| TWO SIGMA INVESTMENTS, LP | $41.113.674 | 518.850 | 1,84% | Saham |
| CORTLAND ASSOCIATES INC/MO | $30.453.000 | 384.317 | 1,37% | Saham |
| RAYMOND JAMES FINANCIAL INC | $29.858.226 | 376.807 | 1,34% | Saham |
| CAPTRUST FINANCIAL ADVISORS | $22.341.831 | 281.951 | 1,00% | Saham |
| MAD RIVER INVESTORS | $21.232.603 | 267.953 | 0,95% | Saham |
| Moors & Cabot, Inc. | $19.945.009 | 251.704 | 0,89% | Saham |
| ASHFORD CAPITAL MANAGEMENT INC | $18.610.306 | 234.860 | 0,83% | Saham |
| One Charles Private Wealth Services, LLC | $17.761.775 | 224.152 | 0,80% | Saham |
| WELLS FARGO & COMPANY/MN | $17.639.133 | 222.604 | 0,79% | Saham |
| MILLENNIUM MANAGEMENT LLC | $16.743.808 | 211.305 | 0,75% | Saham |
| EagleClaw Capital Managment, LLC | $16.704.188 | 210.805 | 0,75% | Saham |
| Summit Street Capital Management, LLC | $16.114.642 | 203.365 | 0,72% | Saham |
| HighTower Advisors, LLC | $11.165.881 | 140.912 | 0,50% | Saham |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $10.181.548 | 128.490 | 0,46% | Saham |
| MARSHALL WACE, LLP | $9.389.465 | 118.494 | 0,42% | Saham |
| BlackRock, Inc. | $8.616.636 | 108.741 | 0,39% | Saham |
| JANE STREET GROUP, LLC | $8.440.645 | 106.520 | 0,38% | Saham |
| SPROTT INC. | $7.928.703 | 100.059 | 0,36% | Saham |
| SEVEN GRAND MANAGERS, LLC | $7.924.000 | 100.000 | 0,36% | Saham |
| Ghisallo Capital Management LLC | $7.924.000 | 100.000 | 0,36% | Saham |
| CRAWFORD INVESTMENT COUNSEL INC | $7.547.055 | 95.243 | 0,34% | Saham |
| Advisory Services Network, LLC | $7.282.893 | 91.909 | 0,33% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.933.500 | 87.500 | 0,31% | Opsi beli |
| Daiwa Securities Group Inc. | $6.793.879 | 85.738 | 0,30% | Saham |
| TUDOR INVESTMENT CORP ET AL | $6.652.594 | 83.955 | 0,30% | Saham |
| one8zero8, LLC | $6.629.861 | 83.668 | 0,30% | Saham |
| MSRH, LLC | $6.473.852 | 93.756 | 0,29% | Saham |
| GOLDMAN SACHS GROUP INC | $6.241.497 | 78.767 | 0,28% | Saham |
| AQR CAPITAL MANAGEMENT LLC | $5.993.158 | 75.633 | 0,27% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.546.800 | 70.000 | 0,25% | Opsi jual |
| PROMETHIUM ADVISORS,LLC | $5.462.023 | 68.930 | 0,24% | Saham |
| CITADEL ADVISORS LLC | $5.412.092 | 68.300 | 0,24% | Opsi beli |
| SEI INVESTMENTS CO | $5.337.606 | 67.360 | 0,24% | Saham |
| BARCLAYS PLC | $4.645.762 | 58.629 | 0,21% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $4.634.826 | 58.491 | 0,21% | Saham |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.601.998 | 58.077 | 0,21% | Saham |
| VIKING FUND MANAGEMENT LLC | $4.437.440 | 56.000 | 0,20% | Saham |
| Swiss National Bank | $4.429.516 | 55.900 | 0,20% | Saham |
| Legal & General Group Plc | $4.085.763 | 52.313 | 0,18% | Saham |
Aktivis & pemilik 5%+ 2 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| LandBridge Holdings LLC, Five Point Energy Fund II AIV-VII LP, Five Point Energy Fund III AIV-VIII LP, Five Point Energy Fund GP II LP, Five Point Energy GP III LP, Five Point Energy GP II LLC, Five Point Energy GP III LLC, David N. Capobianco ×5 pengajuan | 11 Agu 2026 | 61,40% | Amandemen | · | SEC |
| HORIZON KINETICS ASSET MANAGEMENT LLC ×4 pengajuan | 23 Des. 2024 | 23,20% | Amandemen | Investasi pasif | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Orang dalam perusahaan 9 orang dalam · 0 pejabat · 0 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| David N. Capobianco | · | 7 Agu 2026 C | 0 | 0 | 2 | $-268.812.500 |
| Andrea Liria Nicolas | · | 4 Agu 2026 A | 11.454 | 0 | 0 | $0 |
| Jason Frederick Williams | · | 4 Agu 2026 A | 68.447 | 0 | 0 | $0 |
| Scott Lloyd Mcneely | · | 4 Agu 2026 A | 84.017 | 1 | 0 | $24.974 |
| Jason Thomas Long | · | 4 Agu 2026 A | 210.479 | 1 | 0 | $99.842 |
| Harrison Fenner Bolling | · | 4 Agu 2026 A | 71.294 | 1 | 0 | $39.814 |
| Charles L. Watson | · | 4 Agu 2026 A | 11.454 | 0 | 3 | $-3.974.555 |
| Valerie Chase | · | 4 Agu 2026 A | 14.397 | 0 | 0 | $0 |
| Ty P. Daul | · | 4 Agu 2026 A | 20.295 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Kepemilikan ETF Dimiliki oleh 8 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| GRZZ · Tidal Trust II | 0,87% | 3.733 NS | 31 Juli 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0,13% | 25.563 NS | 31 Juli 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,12% | 1.060.635 SH | 19 Agu 2026 | Harian |
| BKSE · BNY Mellon ETF Trust | 0,09% | 1.013 NS | 31 Juli 2026 | N-PORT |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,09% | 10.621 SH | 29 Sep. 2026 | Harian |
| WSML · iShares Trust | 0,03% | 4.472 SH | 11 Sep. 2026 | Harian |
| IDEV · iShares Trust | 0,01% | 93.315 SH | 10 Sep. 2026 | Harian |
| IXUS · iShares Trust | 0,00% | 74.856 SH | 8 Sep. 2026 | Harian |
LB Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
peringkat · 16 analis
BELI
Target median
$90.00
+7,4%
3 18,8%
Beli Kuat
9 56,2%
Beli
4 25,0%
Tahan
0 0,0%
Jual
0 0,0%
Jual Kuat
Target Harga 12 Bulan
7 analis · 2026-09-28Target rata-rata $88.57 +5,7%
Sekarang
Harga saat ini $83.79
Rendah$75.00
Rata-rata$88.57
Tinggi$98.00
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| LB | · | 52.1 | 81.1% | 15.1% | 10.8% | · |
| FRPH | $436M | 126.6 | 2.6% | 7.8% | 0.78% | · |
| TCI | $506M | 36.6 | 4.2% | 28.1% | 1.6% | · |
| MLP | $335M | · | 68.2% | -54.4% | -35.6% | · |
| SEG | $253M | -2.2 | 18.3% | -89.5% | -22.9% | · |
| ARL | $259M | 16.6 | 5.7% | 31.4% | 2.6% | · |
| SRG | · | -2.5 | 3.3% | -374.7% | -18.5% | · |
Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini
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Sumber: SEC 10-Q diajukan Agu 6, 2026