SEC 13F Intelligence

Horizon Kinetics Asset Management LLC / LB

Horizon Kinetics Asset Management LLC’s Landbridge Company LLC Position

Does Horizon Kinetics Asset Management LLC own Landbridge Company LLC (LB)? Yes — 5.66M shares worth $391M (+4.23% of its 13F portfolio) as of Q1 2026, up from 5.64M shares the prior filed quarter.

Position Value
$391M
Q1 2026
Shares
5.66M
% of Portfolio
+4.23%
Quarters Held
8
currently held

Position History LB

Reported value by quarter
Q2 ’24: $109MQ2 ’24Q3 ’24: $203MQ3 ’24Q4 ’24: $349MQ4 ’24Q1 ’25: $395MQ1 ’25Q2 ’25: $372MQ2 ’25Q3 ’25: $300MQ3 ’25Q4 ’25: $276MQ4 ’25Q1 ’26: $391MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.66M$391M+4.23%
Q4 20255.64M$276M+3.74%
Q3 20255.63M$300M+3.66%
Q2 20255.50M$372M+4.41%
Q1 20255.49M$395M+4.48%
Q4 20245.40M$349M+4.34%
Q3 20245.19M$203M+3.04%
Q2 20244.71M$109M+1.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Horizon Kinetics Asset Management LLC’s full portfolio or all institutional holders of LB.