LongLBSep 2026
LandBridge Company LLC
Arauca views power and the physical infrastructure surrounding AI data centres as a clearer investment opportunity than many highly valued semiconductor or software…
LB
Which hedge funds are long LB?
1 published idea on LandBridge Company LLC across 1 fund — 1 long and 0 short.
LandBridge Company hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on LandBridge Company: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.