PECAUT & CO. LB — LANDBRIDGE COMPANY LLC

Ownership history in PECAUT & CO.  ·  6 quarters on record

AI Ownership Summary

PECAUT & CO. reported LANDBRIDGE COMPANY LLC (LB) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.39% in 2025 Q1. The latest visible filing shows LB at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PECAUT & CO.'s position in LANDBRIDGE COMPANY LLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LB was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LB stock page PECAUT & CO. fund profile PECAUT & CO. full holdings
How PECAUT & CO. held LB — position size vs. price
% of Fund (quarterly)    LB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 15,992 +1 +0.0% 0.25% $783K 2026-02-14 (Est.) $65.14
2025 Q3 UNCHANGED — — — 15,991 — 0% 0.27% $853K 2025-11-03 $60.75
2025 Q2 ADDED — — — 15,991 +1 +0.0% 0.36% $1.1M 2025-08-14 $53.35
2025 Q1 ADDED — — — 15,990 +990 +6.6% 0.39% $1.2M 2025-05-02 $77.93
2024 Q4 REDUCED — — — 15,000 -500 -3.2% 0.33% $969K 2025-02-11 $70.61
2024 Q3 INITIATED — — — 15,500 — — 0.21% $606K 2024-11-06 $60.96

🏢 Other funds also holding LB

As of 2026 Q1 — sorted by position size

MAD RIVER INVESTORS 3Y 7Y 6.62% MSRH, LLC 5.13% CORTLAND ASSOCIATES INC/MO 3Y 7Y 3.95% Atlas Wealth Partners, LLC 3Y 2.7% PROMETHIUM ADVISORS,LLC 2.4% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 1.45% Key Client Fiduciary Advisors, LLC 3Y 0.6% Ipswich Investment Management Co., Inc. 3Y 7Y 0.49% SEVEN GRAND MANAGERS, LLC 3Y 0.46% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.4%

FAQ About PECAUT & CO. and LB

These are the practical questions this page is built to answer before you even open the full history table.

How long has PECAUT & CO. reported owning LB?

PECAUT & CO. reported LB across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LB position in PECAUT & CO.'s portfolio?

The largest reported portfolio weight for LB was 0.39% in 2025 Q1.

What is the latest reported LB position on this page?

The most recent filing on this page is 2025 Q4, when PECAUT & CO. reported 15,992 shares, equal to 0.25% of portfolio, with an estimated market value of $783K.

What does the chart on this LB ownership page compare?

The chart compares PECAUT & CO.'s quarterly LB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PECAUT & CO. time their LB position?

Based on 13F filing dates vs. subsequent LB price moves, PECAUT & CO. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LB relative to SPY over the holding period was -6.9%.

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