u/landbridge-holdings-llc — thesis ledger

Window	Theses	Resolved	Win rate	Avg return	Median return
1d	0	0	—	—	—
3d	1	1	0%	+3.1%	+3.1%
1w	1	1	0%	+5.9%	+5.9%
1m	1	1	0%	+13.2%	+13.2%
3m	0	0	—	—	—
6m	0	0	—	—	—
1y	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

—

+3.1%

+5.9%

+13.2%

—

Thesis history

$LBSEC Form 4bearish

LandBridge Holdings LLC · LandBridge Co LLC · 50d agono track record yet

Sold 1,250,000 @ $75.05 avg · $93,812,500 · 2026-08-07

Form 4: LandBridge Holdings LLC sold LB

LandBridge Holdings LLC (Director at LandBridge Co LLC) reported an open-market sale of 1,250,000 shares of LB at an average $75.05, roughly $93,812,500, in a Form 4 filed 2026-08-11.

At post $76.32Now $85.96+12.6% since postedas of Sep 18, 4:30 PM ET

1d—

3d+3.1%

1w+5.9%

1m+13.2%

3m—

6m—

1y—

View filing on SEC.gov →

End of results.