• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SCHEDULE 13G/A filed by LandBridge Company LLC

    5/6/25 4:03:13 PM ET
    $LB
    Oil & Gas Production
    Energy
    Get the next $LB alert in real time by email



    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549


    SCHEDULE 13G


    UNDER THE SECURITIES EXCHANGE ACT OF 1934
    (Amendment No. 1)


    LandBridge Co LLC

    (Name of Issuer)


    Class A Shares

    (Title of Class of Securities)


    514952100

    (CUSIP Number)


    03/31/2025

    (Date of Event Which Requires Filing of this Statement)


    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    Checkbox checked   Rule 13d-1(b)
    Checkbox not checked   Rule 13d-1(c)
    Checkbox not checked   Rule 13d-1(d)






    SCHEDULE 13G

    CUSIP No.
    514952100


    1Names of Reporting Persons

    Morgan Stanley
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    3,210,479.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    3,306,983.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    3,306,983.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    14.2 %
    12Type of Reporting Person (See Instructions)

    HC, CO


    SCHEDULE 13G

    CUSIP No.
    514952100


    1Names of Reporting Persons

    Morgan Stanley Investment Management Inc.
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    3,206,131.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    3,292,965.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    3,292,965.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    14.2 %
    12Type of Reporting Person (See Instructions)

    IA, CO


    SCHEDULE 13G

    Item 1. 
    (a)Name of issuer:

    LandBridge Co LLC
    (b)Address of issuer's principal executive offices:

    5555 SAN FELIPE STREET, SUITE 1200, HOUSTON, TX, 77056
    Item 2. 
    (a)Name of person filing:

    1: Morgan Stanley 2: Morgan Stanley Investment Management Inc.
    (b)Address or principal business office or, if none, residence:

    1: 1585 Broadway, New York, NY 10036 ;2: 1585 Broadway, New York, NY 10036
    (c)Citizenship:

    1: Delaware 2: Delaware
    (d)Title of class of securities:

    Class A Shares
    (e)CUSIP No.:

    514952100
    Item 3.If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
    (a)Checkbox not checked   Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
    (b)Checkbox not checked   Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)Checkbox not checked   Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)Checkbox not checked   Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
    (e)Checkbox checked   An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
    (f)Checkbox not checked   An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
    (g)Checkbox checked   A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
    (h)Checkbox not checked   A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)Checkbox not checked   A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)Checkbox not checked   A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
           please specify the type of institution:
    (k)Checkbox not checked   Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
     
    Item 4.Ownership
    (a)Amount beneficially owned:

    See the response(s) to Item 9 on the attached cover page(s).
    (b)Percent of class:

    14.2  %
    (c)Number of shares as to which the person has:
     (i) Sole power to vote or to direct the vote:

    See the response(s) to Item 5 on the attached cover page(s).

     (ii) Shared power to vote or to direct the vote:

    See the response(s) to Item 6 on the attached cover page(s).

     (iii) Sole power to dispose or to direct the disposition of:

    See the response(s) to Item 7 on the attached cover page(s).

     (iv) Shared power to dispose or to direct the disposition of:

    See the response(s) to Item 8 on the attached cover page(s).

    Item 5.Ownership of 5 Percent or Less of a Class.
     
    Item 6.Ownership of more than 5 Percent on Behalf of Another Person.
     
    Not Applicable
    Item 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
     
    If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.


    See Exhibit 99.2
    Item 8.Identification and Classification of Members of the Group.
     
    Not Applicable
    Item 9.Notice of Dissolution of Group.
     
    Not Applicable

    Item 10.Certifications:
     
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

        SIGNATURE 
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     
    Morgan Stanley
     
    Signature:Christopher O'Hara
    Name/Title:Authorized Signatory, Morgan Stanley
    Date:05/06/2025
     
    Morgan Stanley Investment Management Inc.
     
    Signature:Deidre A. Downes
    Name/Title:Authorized Signatory, Morgan Stanley Investment Management Inc.
    Date:05/06/2025
    Exhibit Information

    EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).

    Get the next $LB alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $LB

    DatePrice TargetRatingAnalyst
    1/3/2025$71.00Buy
    Goldman
    7/25/2024$36.00Buy
    Janney
    7/24/2024$35.00Buy
    Johnson Rice
    7/23/2024Outperform
    Pickering Energy Partners
    7/23/2024$34.00Outperform
    Raymond James
    7/23/2024$30.00Neutral
    Piper Sandler
    7/23/2024$35.00Buy
    Goldman
    7/23/2024$29.00Equal Weight
    Barclays
    More analyst ratings

    $LB
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Chase Valerie bought $49,725 worth of Class A shares (2,925 units at $17.00) (SEC Form 4)

      4 - LandBridge Co LLC (0001995807) (Issuer)

      7/3/24 9:04:03 PM ET
      $LB
      Oil & Gas Production
      Energy
    • Director Daul Ty P. bought $149,600 worth of Class A shares (8,800 units at $17.00) (SEC Form 4)

      4 - LandBridge Co LLC (0001995807) (Issuer)

      7/3/24 9:02:38 PM ET
      $LB
      Oil & Gas Production
      Energy
    • Director Watson Charles L. bought $1,999,200 worth of Class A shares (117,600 units at $17.00) (SEC Form 4)

      4 - LandBridge Co LLC (0001995807) (Issuer)

      7/3/24 9:01:06 PM ET
      $LB
      Oil & Gas Production
      Energy

    $LB
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by LandBridge Company LLC

      SC 13G/A - LandBridge Co LLC (0001995807) (Subject)

      11/14/24 4:25:39 PM ET
      $LB
      Oil & Gas Production
      Energy
    • Amendment: SEC Form SC 13G/A filed by LandBridge Company LLC

      SC 13G/A - LandBridge Co LLC (0001995807) (Subject)

      11/12/24 10:32:12 AM ET
      $LB
      Oil & Gas Production
      Energy
    • SEC Form SC 13G filed by LandBridge Company LLC

      SC 13G - LandBridge Co LLC (0001995807) (Subject)

      7/11/24 4:35:25 PM ET
      $LB
      Oil & Gas Production
      Energy

    $LB
    Press Releases

    Fastest customizable press release news feed in the world

    See more

    $LB
    SEC Filings

    See more
    • LandBridge Company LLC Announces First Quarter 2025 Results

      Delivers Q1 revenue growth of 131% year-over-year and 20% quarter-over-quarter Declared quarterly cash dividend of $0.10 per share Re-affirms FY25 EBITDA outlook of $170 million to $190 million LandBridge Company LLC (NYSE:LB) (the "Company," "LandBridge") today announced its financial and operating results for the first quarter ended March 31, 2025. First Quarter 2025 Financial Highlights Revenues of $44.0 million, up 131% year-over-year and 20% quarter-over-quarter Net income of $15.5 million(1) Net income margin of 35%(1) Adjusted EBITDA(2) of $38.8 million, up 129% year-over-year and 22% quarter-over-quarter Adjusted EBITDA Margin(2) of 88% Cash flows from operating acti

      5/7/25 6:17:00 PM ET
      $LB
      Oil & Gas Production
      Energy
    • LandBridge Schedules First Quarter 2025 Earnings Release and Conference Call

      LandBridge Company LLC (NYSE:LB) ("LandBridge") today announced that it will release its financial results for the first quarter of 2025 after market close on Wednesday, May 7, 2025. LandBridge will host a webcast and conference call to discuss its results on Thursday, May 8, 2025, at 8:00 a.m. Central Time / 9:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Events and Presentations section of the LandBridge Investor Relations website using this link, https://ir.landbridgeco.com/events-and-presentations/default.aspx. Please go to the site at least 10-15 minutes prior to the scheduled start time to register and install any necessary audio softwar

      4/9/25 9:00:00 AM ET
      $LB
      Oil & Gas Production
      Energy
    • WaterBridge Announces Open Season on Long-Haul Produced Water Pipeline to Central Basin Platform

      Dual 30" pipelines will provide access to over 4 million bpd of contiguous pore space with majority of active permits located on the Central Basin Platform Anticipated in-service date of 4Q25 WaterBridge today announced the launch of an open season to solicit commitments to support the construction of two new large-diameter gathering and transportation pipelines (together, the "Speedway Pipeline"). The open season began at 8:00 a.m. CDT today, April 1, 2025, and is scheduled to end at 5:00 p.m. CDT on May 1, 2025. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250401236710/en/ The Speedway Pipeline will consist of dual 30" pipe

      4/1/25 9:00:00 AM ET
      $DVN
      $LB
      Oil & Gas Production
      Energy
    • LandBridge Company LLC filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - LandBridge Co LLC (0001995807) (Filer)

      5/7/25 5:04:41 PM ET
      $LB
      Oil & Gas Production
      Energy
    • Amendment: SEC Form SCHEDULE 13G/A filed by LandBridge Company LLC

      SCHEDULE 13G/A - LandBridge Co LLC (0001995807) (Subject)

      5/6/25 4:03:13 PM ET
      $LB
      Oil & Gas Production
      Energy
    • SEC Form DEFA14A filed by LandBridge Company LLC

      DEFA14A - LandBridge Co LLC (0001995807) (Filer)

      4/30/25 4:19:24 PM ET
      $LB
      Oil & Gas Production
      Energy

    $LB
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Landbridge Holdings Llc returned $150,000,023 worth of Class B shares to the company (2,498,751 units at $60.03) (SEC Form 4)

      4 - LandBridge Co LLC (0001995807) (Issuer)

      12/23/24 9:42:01 PM ET
      $LB
      Oil & Gas Production
      Energy
    • Director Capobianco David N returned $150,000,023 worth of Class B shares to the company (2,498,751 units at $60.03) (SEC Form 4)

      4 - LandBridge Co LLC (0001995807) (Issuer)

      12/23/24 9:34:46 PM ET
      $LB
      Oil & Gas Production
      Energy
    • Director Nicolas Andrea Liria was granted 7,353 units of Class A shares (SEC Form 4)

      4 - LandBridge Co LLC (0001995807) (Issuer)

      9/16/24 5:24:06 PM ET
      $LB
      Oil & Gas Production
      Energy

    $LB
    Financials

    Live finance-specific insights

    See more
    • LandBridge Company LLC Announces First Quarter 2025 Results

      Delivers Q1 revenue growth of 131% year-over-year and 20% quarter-over-quarter Declared quarterly cash dividend of $0.10 per share Re-affirms FY25 EBITDA outlook of $170 million to $190 million LandBridge Company LLC (NYSE:LB) (the "Company," "LandBridge") today announced its financial and operating results for the first quarter ended March 31, 2025. First Quarter 2025 Financial Highlights Revenues of $44.0 million, up 131% year-over-year and 20% quarter-over-quarter Net income of $15.5 million(1) Net income margin of 35%(1) Adjusted EBITDA(2) of $38.8 million, up 129% year-over-year and 22% quarter-over-quarter Adjusted EBITDA Margin(2) of 88% Cash flows from operating acti

      5/7/25 6:17:00 PM ET
      $LB
      Oil & Gas Production
      Energy
    • LandBridge Schedules First Quarter 2025 Earnings Release and Conference Call

      LandBridge Company LLC (NYSE:LB) ("LandBridge") today announced that it will release its financial results for the first quarter of 2025 after market close on Wednesday, May 7, 2025. LandBridge will host a webcast and conference call to discuss its results on Thursday, May 8, 2025, at 8:00 a.m. Central Time / 9:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Events and Presentations section of the LandBridge Investor Relations website using this link, https://ir.landbridgeco.com/events-and-presentations/default.aspx. Please go to the site at least 10-15 minutes prior to the scheduled start time to register and install any necessary audio softwar

      4/9/25 9:00:00 AM ET
      $LB
      Oil & Gas Production
      Energy
    • LandBridge Company LLC Announces Fourth Quarter and Fiscal Year 2024 Results

      Delivers Q4 revenue growth of 109% year-over-year Fiscal Year 2024 year-over-year revenue growth of 51% Re-affirms FY25 EBITDA outlook of $170 million to $190 million Added approximately 53,000 acres through previously announced acquisitions LandBridge Company LLC (NYSE:LB) (the "Company," "LandBridge") today announced its financial and operating results for the fourth quarter and fiscal year ended December 31, 2024. Fourth Quarter 2024 Financial Highlights Revenues of $36.5 million, up 109% year-over-year Net income of $8.2 million(1) Net income margin of 22%(1) Adjusted EBITDA(2) of $31.7 million, up 108% year-over-year Adjusted EBITDA Margin(2) of 87% Cash flows from ope

      3/5/25 5:39:00 PM ET
      $LB
      Oil & Gas Production
      Energy

    $LB
    Leadership Updates

    Live Leadership Updates

    See more

    $LB
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • L Brands Appoints J.K. Symancyk to Board of Directors

      COLUMBUS, Ohio, May 21, 2021 (GLOBE NEWSWIRE) -- L Brands, Inc. (NYSE:LB) today announced that it has appointed J.K. Symancyk as an independent member of its Board of Directors, effective May 20, 2021. With this addition, the Board now consists of 11 directors, ten of whom are independent and six of whom are women (including the Chair of the Board). "We are pleased to welcome J.K. to the Board and look forward to benefitting from his deep retail and leadership expertise," said Sarah E. Nash, chair of L Brands' Board of Directors. "J.K. has a proven track record of helping organizations drive profitable growth, while improving operational performance of large, multi-channel consumer busine

      5/21/21 8:30:00 AM ET
      $LB
      Oil & Gas Production
      Energy
    • L Brands Appoints Chief Financial Officers for Bath & Body Works and Victoria's Secret Standalone Businesses

      COLUMBUS, Ohio, May 19, 2021 (GLOBE NEWSWIRE) -- L Brands, Inc. (NYSE:LB) today announced the appointment of Chief Financial Officers for the standalone Bath & Body Works and Victoria's Secret businesses. Upon the completion of the spin-off of Victoria's Secret, which is targeted to occur in August 2021, Wendy Arlin, currently SVP of Finance and Controller for L Brands, will become Bath & Body Works CFO, and Tim Johnson, previously CFO and Chief Administrative Officer for Big Lots, will become Victoria's Secret CFO. As previously announced, current L Brands CFO Stuart Burgdoerfer will retire at that time. Sarah Nash, chair of L Brands board, said, "We are pleased to announce the appointme

      5/19/21 4:15:00 PM ET
      $LB
      Oil & Gas Production
      Energy
    • L Brands Announces Board of Directors Changes

      – APPOINTS FRANCIS A. HONDAL AND DANIELLE LEE TO BOARD OF DIRECTORS – – LES AND ABIGAIL WEXNER WILL NOT STAND FOR REELECTION TO BOARD IN MAY 2021 – COLUMBUS, Ohio, March 18, 2021 (GLOBE NEWSWIRE) -- L Brands, Inc. (NYSE: LB) today announced that Francis Hondal, president of loyalty and engagement at Mastercard, and Danielle Lee, Chief Fan Officer for the National Basketball Association, have been appointed as two new independent members of its Board of Directors. Additionally, Les and Abigail Wexner will not stand for reelection to the Board at the annual shareholders’ meeting in May 2021. With these changes, in May 2021, the Board will consist of 10 directors, nine of whom are i

      3/18/21 7:30:00 AM ET
      $LB
      Oil & Gas Production
      Energy
    • Goldman initiated coverage on LandBridge with a new price target

      Goldman initiated coverage of LandBridge with a rating of Buy and set a new price target of $71.00

      1/3/25 7:37:36 AM ET
      $LB
      Oil & Gas Production
      Energy
    • Janney initiated coverage on LandBridge with a new price target

      Janney initiated coverage of LandBridge with a rating of Buy and set a new price target of $36.00

      7/25/24 6:37:38 AM ET
      $LB
      Oil & Gas Production
      Energy
    • Johnson Rice initiated coverage on LandBridge with a new price target

      Johnson Rice initiated coverage of LandBridge with a rating of Buy and set a new price target of $35.00

      7/24/24 11:04:58 AM ET
      $LB
      Oil & Gas Production
      Energy