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25-NSE ·Filed Oct 14, 2026

LB

LandBridge Corp
NEUTRAL
Impact 2/10
Horizonimmediate Processed13d 11h ago SEC0000876882-26-000031
Notable filing: 25-NSE
Actionable Insight • Neutral

Monitor for any subsequent filings confirming the new corporation's listing status and any potential CUSIP or settlement changes. No trading disruption expected.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d ⚠ clustered
LB ▼ -2.46% at T+5d
NEUTRAL call -2.46% · α vs SPY -2.91% · entry $82.66 → $80.63
Next anchor: T+20d in 14d
Latest observation: T+7 -4.55% FF3 residual α
Entry = T+0 close
Oct 14, 2026
via day close
T+1d
-1.71%
call -1.71% · α -1.99%
$81.25
settled 13d ago
T+5d
-2.46%
call -2.46% · α -2.91%
$80.63
settled 7d ago
T+20d
Pending
in 14d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

NYSE Texas filed a Form 25-NSE to delist LandBridge Company LLC's Class A shares (old LB) following its conversion and redomestication to LandBridge Corporation (new LB), effective October 13, 2026. The delisting is administrative — the new Texas corporation's Class A Common Stock continues trading under the same ticker, so no economic impact for holders.

Key Facts

  • LandBridge Company LLC converted to LandBridge Corporation (Texas) effective October 13, 2026.
  • Old LLC Class A shares delisted from NYSE Texas as of October 26, 2026.
  • New corporation's Class A Common Stock remains registered under Section 12(b) and continues trading under ticker LB.
  • Delisting is solely for the old LLC security — no change in equity value or shareholder economics.

Financial Impact

No financial impact — the conversion is a legal entity restructuring with no change in economic rights.

Risk Factors

  • Minor administrative risk of trading glitches during the transition period.
  • No fundamental business or financial risk from this filing.

Investment Themes

Real Estate

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
25-NSE Filing (Primary)0000876882-26-000031
Document: 0000876882-26-000031-index.html0000876882-26-000031
Document: 0000876882-26-000031.txt0000876882-26-000031
9 reports for LB
Performance horizon
100% Hit rate @ T+1 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+20▲ +8.48%Sep 22, 2026
Filters
Rows
Reports for LB — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
15-12G
NEUTRAL ★ 2/10
$79.58awaiting T+1—$79.25 (−0.41%)
Oct 14, 2026
13d ago
25-NSE
NEUTRAL ★ 2/10
$82.66 $81.25▼ −1.71%▼ −1.99%$79.25 (−4.13%)
Oct 14, 2026
13d ago
25-NSE
NEUTRAL ★ 3/10
$82.66 $81.25▼ −1.71%▼ −1.99%$79.25 (−4.13%)
Sep 22, 2026
5w ago
Institutional Cluster
MIXED ★ 3/10
$86.91 $82.11▼ −5.52%▼ −4.80%$79.25 (−8.81%)
Sep 22, 2026
5w ago
8-K
BEARISH ★ 6/10
$86.91 $82.11▲ +5.52%▲ +4.80%$79.25 (+8.81%)
Sep 21, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$86.91 $82.11▼ −5.52%▼ −4.80%$79.25 (−8.81%)
Aug 11, 2026
11w ago
Insider Cluster
BEARISH ★ 6/10
$76.32 $75.28▲ +1.36%▲ +2.06%$79.25 (−3.84%)
Apr 30, 2026
25w ago
DEFA14A
NEUTRAL ★ 2/10
$65.97 $64.97▼ −1.51%▼ −1.17%$79.25 (+20.14%)
Feb 25, 2026
34w ago
8-K
BULLISH ★ 8/10
$74.32 $74.38▲ +0.08%▲ +0.53%$79.25 (+6.63%)
Showing 9 of 9

US Market Status

Market Closed — Opens Thu (11h 38m)

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Report published Oct 14, 2026