DEFA14A ·Filed Apr 30, 2026

LB

LandBridge Co LLC
NEUTRAL
Impact 2/10
Horizonweeks Processed5mo ago SEC0001193125-26-197509
Proxy solicitation materials
Actionable Insight • Neutral

Routine annual meeting proxy filing with no contested items or material financial disclosures. No trading action warranted. Monitor for any late-breaking shareholder proposals or dissident activity ahead of the June 18 meeting.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
LB ▲ +13.73% at T+60d
NEUTRAL call ✓ call won +13.73% · α vs SPY +10.66% · entry $65.97 → $75.02
Entry anchored
Apr 30, 2026
via day open
T+1d
-1.51%
call -1.51% · α -1.17%
$64.97
settled 5mo ago
T+5d
-1.65%
call -1.65% · α -4.00%
$64.88
settled 5mo ago
T+20d
+6.49%
call +6.49% · α +1.23%
$70.25
settled 4mo ago
T+60d
+13.73%
call +13.73% · α +10.66%
$75.02
settled 2mo ago

Price Chart

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Executive Summary

LandBridge Co LLC filed a DEFA14A (additional definitive proxy soliciting materials) providing notice of its 2026 Annual Meeting of Shareholders scheduled for June 18, 2026. The board recommends voting FOR all 11 director nominees, ratification of Deloitte & Touche as auditor, and advisory approval of executive compensation. This is a routine annual meeting filing with no material financial disclosures or contested matters.

Key Facts

  • Annual Meeting scheduled for June 18, 2026 at 3:00 PM Central Time
  • Record date for shareholders is April 23, 2026
  • Board recommends FOR all 11 director nominees
  • Board recommends FOR ratification of Deloitte & Touche LLP as auditor for FY 2026
  • Board recommends FOR advisory approval of named executive officer compensation
  • Board recommends FOR advisory vote on frequency of future say-on-pay votes (every 1, 2, or 3 years)
  • Proxy materials available online; paper copies available upon request by June 8, 2026

Financial Impact

No financial figures disclosed in this filing

Risk Factors

  • No material risks identified from this filing

Market Snapshot

Exchange
NYSE
Sector
Oil Royalty Traders
Analyst Consensus
75% bullish (16 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-197509
Document: 0001193125-26-197509-index-headers.html0001193125-26-197509
Document: 0001193125-26-197509-index.html0001193125-26-197509
Document: 0001193125-26-197509.txt0001193125-26-197509
3 reports for LB
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for LB — sortable, filterable
TypeNow
Aug 12, 2026
7w ago
Insider Cluster
BEARISH ★ 6/10
$76.32 $86.38▼ −13.18%▼ −15.08%$83.94 (−9.98%)
Apr 30, 2026
22w ago
DEFA14A
NEUTRAL ★ 2/10
$65.97 $70.25▲ +6.49%▲ +1.23%$83.94 (+27.25%)
Feb 25, 2026
31w ago
8-K
BULLISH ★ 8/10
$74.32 $72.77▼ −2.09%▲ +4.32%$83.94 (+12.94%)
Showing 3 of 3

US Market Status

Market Closed — Opens Mon (65h 25m)

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