LandBridge (LB) is my largest holding, embodying bullish themes in energy, water, and commercial land in the Permian Basin. LB's unique value lies in its contiguous land, water disposal assets, and growing surface operations, with data center potential as a major future catalyst. Despite volatility and market skepticism, LB delivers strong EBITDA growth, high margins, and prudent M&A, supporting a long-term price target of $120+ per share.
Investors need to pay close attention to LB stock based on the movements in the options market lately.
AI is transforming markets faster than most people realize. Ignoring it could mean missing once-in-a-generation opportunities. I see energy, water, and infrastructure coming together in ways few are paying attention to, potentially creating a powerful growth story. Momentum is building, and the thesis I've been focused on is unfolding now. I believe its long-term potential is hard to overstate.
| Energy Equipment & Services Industry | Energy Sector | Jason Long CEO | NYSE Exchange | US5149521008 ISIN |
| US Country | 4 Employees | 4 Dec 2025 Last Dividend | - Last Split | - IPO Date |
LandBridge Company LLC, established in 2021 and headquartered in Houston, Texas, specializes in managing land and resources aimed at supporting and augmenting the oil and natural gas sector in the United States. With a strategic focus on the Delaware Basin located in Texas and New Mexico, the company leverages its surface acres to facilitate various operations within the energy sector. Operating as a subsidiary of LandBridge Holdings LLC, it aligns with the broader goals of enhancing energy resource management and development across its operational areas.
LandBridge Company LLC holds a substantial portfolio of oil and gas royalties, enabling it to generate revenue from the extraction of these resources on its land. Through strategic management and leveraging of its assets, the company secures a consistent income stream while contributing to the energy supply chain.
The company also engages in the sale of brackish water, a byproduct of oil and natural gas extraction processes. This offering not only represents an environmentally responsible method of managing water produced during extraction but also serves as an additional revenue stream for the company.
LandBridge Company LLC sells various surface composite materials, which are likely used in the construction and maintenance of infrastructure necessary for oil and natural gas development. This diversification into materials sales allows the company to support the broader operational needs of the energy sector while tapping into new market opportunities.