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sellNotable cluster of 2

LandBridge Holdings LLC sold $143M of LB

director, owner at LandBridge Co LLC. 1,900,000 shares at an average of $75.25, traded May 23, 2025, filed May 28, 2025.

Warning score
68
Value
$143M
1,900,000 shares
Holdings after
0
-100% from before
From 52-week low
+128%
low $34.14, close $77.68
From 52-week high
-7%
high $83.70, as of May 23, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $143.0M at market
    +25
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    2 insiders selling within 14 days
    +8

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -11.1%, 3m -31.8%, 6m -25.1%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

LBOct 9, 2026 · close 86.25
Since filing May 28, 2025: +14.4%SPY +34.6% · excess -20.2%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000950170-25-078545, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 23, 2025JOther
Class B shares
-1,900,000$0.00$051,241,496May 28, 2025
May 23, 2025CConversion
Class A shares
+1,900,000$0.00$01,900,000May 28, 2025
May 23, 2025SOpen-market sale
Class A shares
-1,900,000$75.25$143M0May 28, 2025
May 23, 2025CConversion
DBR Land Holdings LLC Unitsderivative
-1,900,000$0.00$051,241,496May 28, 2025

Related signals

Other insiders at LandBridge Co LLC and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
68Notable
LBsell 2
LandBridge Co LLC
David N Capobianco
director, owner
$94M
1,250,000 shares
-100%
68Notable
LBsell 2
LandBridge Co LLC
LandBridge Holdings LLC
director, owner
$94M
1,250,000 shares
-100%
50Moderate
LBsell
LandBridge Co LLC
Charles L. Watson
director
$4.0M
53,350 shares
-45%
54Moderate
LBbuy 3
LandBridge Co LLC
Harrison Fenner Bolling
See Remarks
$40k
850 shares
+1%
53Moderate
LBbuy 3
LandBridge Co LLC
Jason Thomas Long
See Remarks
$100k
2,143 shares
+1%
43Moderate
LBbuy 3
LandBridge Co LLC
Scott Lloyd McNeely
See Remarks
$25k
549 shares
+1%
75Notable
LBsell 3
LandBridge Co LLC
LandBridge Holdings LLC
director, owner
$175M
2,500,000 shares
-100%
75Notable
LBsell 3
LandBridge Co LLC
Five Point Energy Fund II AIV-VII LP
director, owner
$175M
2,500,000 shares
-100%
75Notable
LBsell 3
LandBridge Co LLC
David N Capobianco
director, owner
$175M
2,500,000 shares
-100%
68Notable
LBsell 2
LandBridge Co LLC
David N Capobianco
director, owner
$143M
1,900,000 shares
-100%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

LandBridge Holdings LLC sold $143M of LB | InsiderTell