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LandBridge Company LLC
Video analysis: LB
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News: LB
Murray Stahl Expands Stake in RENN Fund Inc (RCG) with Strategic Add
On Sept. 2, 2026, Murray Stahl (Trades, Portfolio), through Horizon Kinetics, increased the firm's position in RENN Fund Inc (NYSE: RCG) by 756 shares at a price
40% Of My Portfolio Is In Just 3 Stocks
My portfolio is highly concentrated, with 40% in Old Dominion Freight Line, Texas Pacific Land, and LandBridge, reflecting high-conviction investing. ODFL offers unique LTL logistics, a pristine balance sheet, and real estate advantages, while TPL and LB provide exposure to Permian water, surface rights, and emerging AI data center trends. Both TPL and LB are shifting from traditional energy royalties to secular growth in water management and potential multi-decade data center cash flows, though execution risk remains.
LandBridge: The AI Data Center Thesis Is Real, But The Valuation Is Already Pricing It In
LandBridge Company LLC delivers exceptional margin and growth via its unique land-licensing model in the Permian Basin. Q2 results highlight 41% revenue and EBITDA growth, with EBITDA margins near 90% and robust free cash flow. LB is pursuing data center and power generation projects, including a 2 GW PowerBridge agreement, but revenue realization remains uncertain.
Murray Stahl Expands RENN Fund Inc (RCG) Stake in Recent Transaction
On Aug. 21, 2026, Murray Stahl (Trades, Portfolio), through Horizon Kinetics, increased the firm's position in RENN Fund Inc (NYSE: RCG) by 756 shares at a price
Murray Stahl Expands Stake in RENN Fund Inc (RCG) with Additional Share Purchase
On Aug. 19, 2026, Murray Stahl (Trades, Portfolio), through Horizon Kinetics, increased the firm's position in RENN Fund Inc (NYSE: RCG) by 756 shares at a trade
Murray Stahl Expands RENN Fund Inc (RCG) Stake in Contrarian Bet
On Aug. 18, 2026, Murray Stahl (Trades, Portfolio), through Horizon Kinetics, increased the firm's position in RENN Fund Inc (NYSE: RCG, Financial) by 756 shares
Laurentian Bank of Canada (TSE:LB) Stock Passes Above 200-Day Moving Average – Here’s Why
Shares of Laurentian Bank of Canada (TSE: LB - Get Free Report) crossed above its 200-day moving average during trading on Thursday. The stock has a 200-day moving average of C$40.25 and traded as high as C$40.40. Laurentian Bank of Canada shares last traded at C$40.40, with a volume of 81,347 shares traded. Wall Street
Murray Stahl Expands RENN Fund Inc (RCG) Stake in August Transaction
On Aug. 10, 2026, Murray Stahl (Trades, Portfolio), through Horizon Kinetics, increased the firm's position in RENN Fund Inc (NYSE: RCG) by 756 shares at a price
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