Schwartz Value Focused Fund LB Holdings History
Schwartz Value Focused Fund's LandBridge Co LLC Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 78,059.00 shares of LandBridge Co LLC(LB), totaling $5.62 Mil. This investment constitutes 7.6% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.34% of the outstanding LandBridge Co LLC(LB) stock.
The initial trade took place in 2024Q3. And since then Schwartz Value Focused Fund has made 2 purchases of LB, at an average price of $47.62, for a total of 78,059.00 shares. Based on historical transaction data and LB's current price of $55.79, Schwartz Value Focused Fund's estimated gain on his LB holdings is $637,486.26, reflecting a 17.15% gain to date.
Schwartz Value Focused Fund LB ($55.79) Holding Chart
Schwartz Value Focused Fund LB ($55.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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