Returns measured from each activist filing's date_of_event, split + dividend adjusted via Yahoo Finance.
| Filed | Form | Filer | Stake | Shares | Intent | |
|---|---|---|---|---|---|---|
| 2026-08-11 | SCHEDULE 13D/A | LandBridge Holdings LLC | — | 47,168,908 | view → | |
| 2024-07-12 | SCHEDULE | HORIZON KINETICS ASSET MANAGEMENT LLC | 28.40% | 4,941,621 | view → |
| Date | Insider | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-08-07 | LandBridge Holdings LLC | director, 10%+ | J | 1,250,000 | — | — |
| 2026-08-07 | LandBridge Holdings LLC | director, 10%+ | C | 1,250,000 | — | — |
| 2026-08-07 | LandBridge Holdings LLC | director, 10%+ | Sale | 1,250,000 | $75.05 | $93.81M |
| 2026-08-07 | LandBridge Holdings LLC | director, 10%+ | C | 1,250,000 | — | — |
| 2026-08-07 | Capobianco David N | director, 10%+ | J | 1,250,000 | — | — |
| 2026-08-07 | Capobianco David N | director, 10%+ | C | 1,250,000 | — | — |
| 2026-08-07 | Capobianco David N | director, 10%+ | Sale | 1,250,000 | $75.05 | $93.81M |
| 2026-08-07 | Capobianco David N | director, 10%+ | C | 1,250,000 | — | — |
| 2026-03-06 | WATSON CHARLES L. | director | Sale | 13,000 | $75.00 | $975K |
| 2026-03-04 | WATSON CHARLES L. | director | Sale | 9,670 | $75.19 | $727K |
| 2026-03-02 | WATSON CHARLES L. | director | Sale | 30,680 | $74.07 | $2.27M |
| 2026-01-06 | McNeely Scott Lloyd | officer | Buy | 549 | $45.49 | $25K |
| 2026-01-05 | Bolling Harrison Fenner | officer | Buy | 850 | $46.84 | $40K |
| 2026-01-05 | Long Jason Thomas | director, officer | Buy | 2,143 | $46.59 | $100K |
| 2025-11-18 | Five Point Energy Fund II AIV-VII LP | director, 10%+ | J | 2,500,000 | — | — |
| 2025-11-18 | LandBridge Holdings LLC | director, 10%+ | J | 2,500,000 | — | — |
| 2025-11-18 | Capobianco David N | director, 10%+ | J | 2,500,000 | — | — |
| 2025-11-18 | Capobianco David N | director, 10%+ | C | 2,500,000 | — | — |
| 2025-11-18 | Capobianco David N | director, 10%+ | Sale | 2,500,000 | $70.00 | $175.00M |
| 2025-11-18 | Capobianco David N | director, 10%+ | C | 2,500,000 | — | — |
| 2025-11-18 | LandBridge Holdings LLC | director, 10%+ | C | 2,500,000 | — | — |
| 2025-11-18 | LandBridge Holdings LLC | director, 10%+ | Sale | 2,500,000 | $70.00 | $175.00M |
| 2025-11-18 | LandBridge Holdings LLC | director, 10%+ | C | 2,500,000 | — | — |
| 2025-11-18 | Five Point Energy Fund II AIV-VII LP | director, 10%+ | C | 2,500,000 | — | — |
| 2025-11-18 | Five Point Energy Fund II AIV-VII LP | director, 10%+ | Sale | 2,500,000 | $70.00 | $175.00M |
| Settlement | Short Interest | Days to Cover | % Δ vs prior |
|---|---|---|---|
| 2026-08-31 | 3,556,749 | 11.37 | -3.1% |
| 2026-08-14 | 3,669,972 | 8.95 | -1.8% |
| 2026-07-31 | 3,738,122 | 15.87 | -1.9% |
| 2026-07-15 | 3,811,419 | 11.43 | +8.9% |
| 2026-06-30 | 3,500,688 | 7.18 | +2.8% |
| 2026-06-15 | 3,405,528 | 11.31 | +12.5% |
| 2026-05-29 | 3,026,907 | 6.57 | -10.7% |
| 2026-05-15 | 3,389,328 | 9.14 | +25.3% |
| 2026-04-30 | 2,705,248 | 13.02 | -12.1% |
| 2026-04-15 | 3,077,381 | 8.30 | +6.7% |
| 2026-03-31 | 2,885,507 | 5.80 | +7.0% |
| 2026-03-13 | 2,696,578 | 6.90 | -0.8% |
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