Professional
Added to YB: 2025-09-23
Pitch date: 2025-09-20
LB [neutral]
LandBridge Company LLC
+33.52%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
Company Info
LandBridge Company LLC, together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the United States.
Market Cap
$2.0B
Pitch Price
$51.19
Price Target
N/A
Dividend
0.67%
EV/EBITDA
22.99
P/E
76.96
EV/Sales
15.01
Sector
Real Estate Management and Development
Category
value
Arauca Capital Added On Portfolio Holding: LandBridge Company LLC
LB (holding update): Market ignores shift from oil/gas royalties to diversified energy/infrastructure platform. High-margin, fee-based surface revenues now ~94% of total via Devon water mgmt deal, gas power plant & data center partnership. Best inflation beneficiary, added at lower prices on market misunderstanding.
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