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Current Report · Items 7.01, 8.01, 9.01 · 8-K

LandBridge Company LLC

LBNYSEEQUITYCurrent

Regulation FD Disclosure · Other Events

Item 7.01. Regulation FD Disclosure. The information contained in Item 8.01 of this Current Report on Form 8-K is incorporated into this Item 7.01 by reference.

Filed Sep 22, 2026Accepted Sep 22, 2026, 8:19 AM EDTCIK 1995807Accession 0001193125-26-397278
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Company context

LandBridge owns or manages more than 350,000 surface acres across Texas and New Mexico, located primarily in the heart of the Delaware sub-region in the Permian Basin, the most active region for oil and gas exploration and development in the United States. LandBridge actively manages its land and resources to support and encourage energy and infrastructure development and other land uses, including digital infrastructure. LandBridge was formed by Five Point Infrastructure LLC, a private equity firm with a track record of investing in and developing energy, environmental water management and sustainable infrastructure companies within the Permian Basin.

Current securities

Recent company filings

  1. DEF 14C filingSep 23, 2026
  2. Regulation FD Disclosure · Other EventsSep 22, 2026
  3. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsSep 21, 2026
  4. PRE 14C filingAug 19, 2026
  5. 4 filingAug 11, 2026

Registered securities in this filing

LandBridge Co LLC · 8-K · Filed 2026-09-22

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Class A shares representing limited liability company interests

Symbol
LB
Exchange
NYSE
Classification
OTHER
Status
Current
Filing context

Context: duration_2026-09-22_to_2026-09-22

Dimensions: Not supplied

Accession 000119312526397278 · 1 registered-security cover member

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Disclosure sections

Items 7.01, 8.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure. The information contained in Item 8.01 of this Current Report on Form 8-K is incorporated into this Item 7.01 by reference.
Item 8.01Item 8.01 - Other Events
Item 8.01. Other Events. On September 22, 2026, LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company”) issued a press release, a copy of which is attached hereto as Exhibit 99.1 and incorporated by reference into this Item 8.01, announcing that DBR Land Holdings LLC, a subsidiary of the Company, intends, subject to market conditions, to commence an offering of an additional $100,000,000 in aggregate principal amount of 6.250% Senior Notes due 2030 in a private placement pursuant to Rule 144A and Regulation S under the Securities Act of 1933, as amended, to eligible purchasers (the “Offering”). On September 22, 2026, in connection with the Offering, the Company provided certain updated disclosures to potential investors, the relevant excerpts of which are attached as Exhibit 99.2.
Filed exhibits (2)
EX-99.1 (by filename) d126102dex991.htm

Exhibit 99.1 LandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030 September 22, 2026 HOUSTON - (BUSINESS WIRE) - LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge”) announced today that DBR Land Holdings LLC (the “Issuer”), a subsidiary of LandBridge, intends, subject to market conditions, to offer $100 million in aggregate principal amount of 6.250% senior notes due 2030 (the “New Notes”) in a private placement to eligible purchasers (the “Offering”). The New Notes are being offered as additional notes under the indenture, dated as of November 25, 2025 (the “Indenture”), pursuant to which the Issuer previously issued $500 million in aggregate principal amount of 6.250% senior notes due 2030 (the “Existing Notes”). The New Notes will have identical terms as the Existing Notes, other than the issue date and issue price, and will be treated as part of the same series as the Existing Notes for all purposes under the Indenture. LandBridge intends to use the net proceeds from the Offering to repay a portion of outstanding borrowings under its revolving credit facility. The New Notes to be offered have not been registered unde

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EX-99.2 (by filename) d126102dex992.htm

Exhibit 99.2 Recent Developments Conversion and Redomestication On June 15, 2026, LandBridge announced that its board of directors formed a special committee of independent directors (the “Special Committee”) to evaluate a potential conversion from a Delaware limited liability company to a Texas corporation (the “Conversion and Redomestication”), primarily driven by index eligibility considerations. On August 4, 2026, LandBridge’s board of directors, upon the recommendation of the Special Committee, unanimously adopted resolutions (i) approving the Conversion and Redomestication and the plan of conversion (the “Plan of Conversion”), (ii) directing that the Plan of Conversion be submitted for shareholder approval and (iii) establishing a record date of August 14, 2026 for determination of shareholders entitled to vote thereon. On August 14, 2026, LandBridge Holdings, which holds shares representing a majority of the total votes that may be cast generally in the election of directors by holders of all of its outstanding common shares, acted by written consent, in lieu of a meeting of shareholders, to approve the Plan of Conversion. We expect the Conversion and Redomestication to b

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