LB NYSE
Credit Risk of going bust: lower than 51% of companies Debt: 8.1% of company value Bonds: $50.8M held by 131 funds, 161 bp over Treasuries → details ▾
If the stock fell to about $0.85 (down 99%), LandBridge Company LLC would be worth roughly what it owes.
Total debt $535.7M against a stock market value of $6.11B.
Distance to default 5.23 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $268.0M (short-term plus half of long-term), stock volatility 60.6%; Altman Z'' 1.72. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Houston, TX 77056
US
LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States. The company possesses substantial surface acreage, specifically within and adjacent to the Delaware Basin, spanning both Texas and New Mexico. Furthermore, LandBridge holds a collection of oil and gas royalty interests. It also generates income by selling brackish water and various other surface-related materials. Established in 2021, its corporate headquarters are situated in Houston, Texas, functioning as a subsidiary of LandBridge Holdings LLC.
Recent Insider Trades
| Name | Type | Shares | Price | Date |
|---|---|---|---|---|
| Capobianco David N | J-Other | 1,250,000 | — | 2026-08-07 |
| Capobianco David N | C-Conversion | 1,250,000 | — | 2026-08-07 |
| Capobianco David N | S-Sale | 1,250,000 | $75.05 | 2026-08-07 |
| Capobianco David N | C-Conversion | 1,250,000 | — | 2026-08-07 |
| LandBridge Holdings | J-Other | 1,250,000 | — | 2026-08-07 |