Landbridge director Capobianco sells $142.97 million in shares

Published 29/05/2025, 01:34
Landbridge director Capobianco sells $142.97 million in shares

David N. Capobianco, a director and significant shareholder of LandBridge Co LLC (NASDAQ:LB), recently sold a substantial portion of his holdings in the company. According to a recent SEC filing, Capobianco sold 1.9 million Class A shares at a price of $75.25 per share, totaling approximately $142.97 million. The transaction comes as LandBridge’s stock has delivered an impressive 230% return over the past year, with the company currently valued at $5.8 billion.

The transactions, which took place on May 23, 2025, were part of a broader set of maneuvers involving the exchange and sale of company shares. Initially, 1.9 million Class B shares were converted into Class A shares, which were then sold on the open market. Following these transactions, Capobianco no longer holds any Class A shares directly.

These activities were conducted through LandBridge Holdings LLC, which is ultimately controlled by Capobianco. The transactions were executed under Rule 144 of the Securities Act of 1933, as amended, through a broker-dealer.

This substantial sale of shares by a high-ranking company insider could attract attention from investors and analysts monitoring LandBridge Co LLC’s market activities. The company maintains strong financial health according to InvestingPro’s comprehensive analysis, with 12 additional key insights available to subscribers.

In other recent news, LandBridge Co LLC reported its Q1 2025 earnings, revealing a significant revenue increase. The company achieved revenues of $44 million, marking a 20% sequential rise and a 131% year-over-year growth. Despite the impressive financial results, LandBridge declared a dividend of $0.10 per Class A share. The company attributes its strong performance to strategic acquisitions and expanding infrastructure projects, notably the acquisition of Wolfbone Ranch, which enhanced its water handling capacity. Additionally, LandBridge plans to bring the first phase of its Speedway pipeline project online by Q4 2025, with expectations of generating over $30 million in annual cash flow. Analyst firms have yet to provide updated ratings following these developments. The company remains optimistic about its growth prospects in water handling and infrastructure development.

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