LB LandBridge Co LLC
What the filings say Pressure ▼
Several filing signals but no multi-filing setup yet; see the timeline.
Radar 38 (low attention) · dilution pressure low · listing risk low · governance risk low · runway cash-flow positive · strongest signal: Near $5M MVLS floor (Jun 30, 2026)
Direction is stated for existing shareholders (▼ more shares / survival or listing risk; ▲ insiders or holders buying). It is a characterization of the filings, not a forecast or a recommendation.
38 Radar · attention score (0–100)
0 Dilution pressure · financing + balance sheet
31 Listing risk · exchange standards
0 Governance risk · reporting, auditor, going concern
Analyst note No note yet. Notes are written each morning for the top-ranked setups; Pro subscribers get them in full the same day.
Pro on LB Alerts One email the morning LB files anything that matches your rules (types, minimum score, setups).
12-month history Every signal and setup for LB back a year, not just 30 days — see how the current setup built.
Full analyst notes What we noticed, evidence with links, what could prove us wrong, red-team caveats.
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Balance sheet (XBRL) $39.8M cash + short-term investments as of Jun 30, 2026
cash-flow positive estimated runway (operating cash flow positive)
$355.5M stockholders' equity as of Jun 30, 2026
$1.7M public float (10-K cover)
n/a shares outstanding
Runway = liquidity ÷ monthly operating burn at the latest reported period · balance sheet 47 days old. A financing after the balance-sheet date is the main reason a figure can be stale — check the timeline below for offerings since then.
Signal timeline Last 30 days of filing signals plus current balance-sheet flags, newest first. ▼ pressure · ▲ support · hover a score for its components; every row links to the filing.
Date Signal Evidence Score Aug 11, 2026 · 13D amendment Schedule 13D/A filed 2026-08-11 filing
24 Aug 11, 2026 · Form 4 burst 10 Form 4 filings in 30 days filing
16 Jun 30, 2026 ▼ Near $5M MVLS floor Public float $1,700,000 (as of 2025-06-30) vs $5M Nasdaq MVLS floor; needs price x shares confirmation filing
31
Quiet Alpha Automated SEC-filing intelligence for US microcaps. Updated every weekday morning from SEC EDGAR · last run 2026-08-16.
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