Form 8-K
8-K — LandBridge Co LLC
Accession: 0001193125-26-398048
Filed: 2026-09-22
Period: 2026-09-22
CIK: 0001995807
SIC: 6792 (OIL ROYALTY TRADERS)
Item: Regulation FD Disclosure
Item: Other Events
Item: Financial Statements and Exhibits
Documents
8-K — d182157d8k.htm (Primary)
EX-99.1 (d182157dex991.htm)
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8-K
8-K (Primary)
Filename: d182157d8k.htm · Sequence: 1
8-K
LandBridge Co LLC false 0001995807 0001995807 2026-09-22 2026-09-22
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d)
of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): September 22, 2026
LandBridge Company LLC
(Exact name of registrant as specified in its charter)
Delaware
001-42150
93-3636146
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
5555 San Felipe Street, Suite 1200
Houston, Texas 77056
(Address of principal executive offices and zip code)
Registrant’s telephone number, including area code: (713) 230-8864
Not applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934:
Title of each class
Trading
Symbol(s)
Name of each exchange
on which registered
Class A shares representing limited liability company interests
LB
New York Stock Exchange
(indicate by check mark)
NYSE Texas, Inc.
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
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 8.01.
Other Events.
On September 22, 2026, LandBridge Company LLC (NYSE: LB; NYSE TX: LB) 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 the pricing of the previously announced private placement of an additional $125,000,000 aggregate principal amount of 6.250% Senior Notes due 2030 by its subsidiary DBR Land Holdings LLC. The offering was upsized from the previously announced offering size of $100 million.
Item 9.01.
Financial Statements and Exhibits.
(d) Exhibits.
EXHIBIT
DESCRIPTION
99.1
Press Release dated September 22, 2026.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
LANDBRIDGE COMPANY LLC
By:
/s/ Scott L. McNeely
Name:
Scott L. McNeely
Title:
Executive Vice President, Chief Financial Officer
Dated: September 22, 2026
EX-99.1
EX-99.1
Filename: d182157dex991.htm · Sequence: 2
EX-99.1
Exhibit 99.1
LandBridge Announces Pricing of Upsized $125,000,000 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, has priced its offering (the “Offering”) of
$125 million in aggregate principal amount of 6.250% senior notes due 2030 at 99.375% of par (the “New Notes”). The Offering was upsized from the previously announced offering size of $100 million. The Offering is expected to
close on October 1, 2026, subject to customary closing conditions.
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 have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), or any state securities laws, and
unless so registered, may not be offered or sold in the United States except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act and applicable state securities laws. The New Notes
are being offered in the United States only to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act, and to persons outside the United States only pursuant to Regulation S under the
Securities Act.
This press release is neither an offer to sell nor a solicitation of an offer to buy the New Notes or any other securities and shall not
constitute an offer to sell or a solicitation of an offer to buy, or a sale of, the New Notes or any other securities in any jurisdiction in which such offer, solicitation or sale is unlawful.
About LandBridge
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.
Cautionary Statement Concerning Forward-Looking Statements
This press release contains forward-looking statements, as well as assumptions made by, and information currently available to, LandBridge, and therefore
involve risks and uncertainties that are difficult to predict, including risks and uncertainties associated with market conditions as they relate to the Offering and the ability to successfully close the Offering. Forward-looking statements include
all statements that are not historical facts. The words “anticipate,” “assume,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,”
“may,” “plan,” “potential,” “predict,” “project,” “future,” “will,” “seek,” “foreseeable,” the negative version of these words, or
similar terms and phrases are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Any forward-looking statement speaks only as of the date on which it is made, and, except as
required by law, LandBridge does not undertake any obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. New factors emerge from time to time, and it is not possible for
LandBridge to predict all such factors. When considering these forward-looking statements, you should keep in mind the risk factors and other cautionary statements in LandBridge’s Annual Report on Form
10-K for the year ended December 31, 2025 and in other reports filed by LandBridge with the U.S. Securities and Exchange Commission. These risk factors could cause LandBridge’s actual results to
differ materially from those contained in any forward-looking statement.
Contacts
Scott McNeely
Chief Financial Officer
LandBridge Company LLC
Contact@LandBridgeco.com
Mae Herrington
Director, Investor Relations
LandBridge Company LLC
ir@LandBridgeco.com
Media
Daniel Yunger / Nathaniel Shahan
Kekst CNC
daniel.yunger@kekstcnc.com /
nathaniel.shahan@kekstcnc.com
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Document and Entity Information
Sep. 22, 2026
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