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Strong Vote of Confidence: Institutional Player Ups Stake in Energy Sector Stock
The Motley Fool· 2025-12-01 17:37
Company Overview - LandBridge Company LLC is a Houston-based energy infrastructure firm focused on optimizing land and resource assets to support oil and gas development [6] - The company generates revenue primarily through land leasing, royalty income, and the sale of water and other surface resources to energy sector operators [8] - As of November 11, 2025, LandBridge shares were priced at $85.55, with a market capitalization of $6.02 billion, trailing twelve months (TTM) revenue of $178.81 million, and TTM net income of $61.79 million [4] Investment Activity - One Charles Private Wealth Services, LLC increased its stake in LandBridge by 66,806 shares during the third quarter, bringing the total position to approximately 245,000 shares valued at about $13.1 million [2][9] - The LandBridge stake represents 3.43% of One Charles Private Wealth Services, LLC's reportable assets under management [3] Market Performance - LandBridge shares have increased by 28.15% over the past year, although they have underperformed the S&P 500 by 0.17 percentage points [3] - Year-to-date, LandBridge shares have declined by 11%, while the S&P 500 has advanced by 18% [10] - Competitors such as Valaris and Geospace Technologies have outperformed LandBridge, with year-to-date gains of 22% and 23%, respectively [10]