What smart money is saying about LandBridge Company, LLC
LB
No fund has written a full thesis on LandBridge Company, LLC in our archive, but 2 fund letters report a position in it, most recently Ave Maria Funds Multi-Fund in September 2026.
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2
Reported positions
2
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in LandBridge Company, LLC, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 2 moves
- September 2026
“GFL Environmental, Inc. acquired Secure Waste Infrastructure Corp., a transaction that should improve several of the metrics investors use to evaluate GFL. It also supports our long-standing thesis that produced-water businesses share attributes with municipal waste and are therefore natural acquisition targets for waste companies. That is constructive for the Fund’s other produced-water holdings, notably LandBridge Company, LLC and WaterBridge Infrastructure, LLC, and to a lesser extent, Texas Pacific Land Corporation.”
LandBridge Company, LLC - New positionAve Maria Funds Multi-FundSeptember 2026
“AVE MARIA GROWTH FUND Q3 2026 COMMENTARY For the three months ended September 30, 2026, the total return on the Ave Maria Growth Fund (AVEGX) was -4.45%, compared to 2.30% for the S&P 500 Index and -1.87% for the S&P 500 Equal Weight Index. The returns for the Ave Maria Growth Fund compared to its benchmarks as of the end of the quarter were: ® ® FUND YEAR-TO - DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE INCEPTION (5/ 1/03) Ave Maria Growth Fund (AVEGX) Prospectus Expense Ratio: 0.90% 14.51% 14.30% 17.63% 8.86% 13.45% 11.60% S&P 500 Index® 12.75% 15.74% 22.89% 13.79% 15.33% 11.57% S&P 500 Equal Weight Index® 10.03% 11.56% 15.73% 8.78% 11.66% 11.50% A N N U A L I Z E DPerformance data quoted represents past performance, which is no guarantee of future results. Investment return and principal value are historical and may fluctuate so that redemption value may be worth more or less than the original cost. Current performance may be lower or higher than what is quoted. Call 1-866-AVE-MARIA for the most current month-end performance. In the third quarter, top contributors to return included NVIDIA Corporation, SharkNinja, Inc., Verisign, Inc., IQVIA Holdings, Inc. and Mastercard, Inc. Top detractors from return included RB Global, Inc., Silicon Motion Technology Corporation, BE Semiconductor Industries N.V., HEICO Corporation and Texas Pacific Land Corporation. During the quarter, the Fund exited its investment in Rambus and reduced existing positions in Entegris, Inc., BE Semiconductor Industries N.V., Lowe’s Companies, Inc., Mastercard, Inc., O’Reilly Automotive, Inc., S&P Global, Inc., Texas Instruments, Inc., Shift4 Payments, Inc. and APi Group Corporation. Proceeds from these transactions were used to add to positions in Texas Pacific Land Corporation, Intel Corporation, Mobility Global, Inc., GFL Environmental, Inc., Silicon Motion Technology Corporation and XPEL, Inc. Mobility Global, Inc. was received as a spinoff from our investment in S&P Global, Inc. while new positions were initiated in Landbridge Company, LLC and QXO, Inc.”
LandBridge Company, LLC - New positionHorizon Kinetics Market CommentaryJune 2026
“An IPO in which many of our strategies recently participated was LandBridge Corp in July 2024, anchored by Horizon Kinetics.”
LandBridge Company, LLC
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