Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth
LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.
NYSE
LandBridge Co LLC
LB
2 articles
$6.7B Market cap · 2026-08-24
LandBridge: It’s the Pore Space Stupid!
LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…
Investor Letters
Letters that discuss LB.
- Horizon Kinetics 2nd Quarter Commentary 2nd Quarter 2024 LB $6.7BAMZN $2.8TGOOGL $4.2TMETA $1.4T
- Horizon Kinetics 2nd Quarter Commentary 2nd Quarter 2026 TPL $26BAMZN $2.8TCBOE $32BCME $99B
- Horizon Kinetics 4th Quarter Commentary 4th Quarter 2025 TPL $26BAB $3.4BAMG $9.4BATUSF $2.8B
- Horizon Kinetics 1st Quarter Commentary 1st Quarter 2026 AB $3.4BHE $2BLNG $57BMIAX $4.2B
