secwatch.observer — SEC 8-K summary ====================================== Issuer: LandBridge Co LLC (LB) CIK: 0001995807 Form: 8-K Filed at: 2026-10-01T20:06:06+00:00 Accession: 0001193125-26-410656 Event type: debt Sentiment: neutral Materiality: 0.40 Item codes: 1.01, 2.03, 9.01 LLM model: deepseek-v4.1-flash:cloud@v2 LandBridge unit DBR Land Holdings closes upsized $125M add-on of 6.250% senior notes due 2030 -------------------------------------------------------------------------------- - DBR Land Holdings LLC, a LandBridge subsidiary, completed a private placement of $125M additional 6.250% senior notes due 2030, upsized from an initial $100M offering size. - Net proceeds will repay a portion of outstanding borrowings under the company's revolving credit facility. - New notes rank pari passu with and form the same series as the $500M of 6.250% notes due 2030 issued Nov. 25, 2025, bringing the series to $625M. - Notes are guaranteed jointly and severally on a senior unsecured basis by all existing subsidiaries of the Issuer; effectively subordinated to secured debt including the revolver. - Redemption: up to 40% at 106.250% before Dec. 1, 2027 with equity-offering proceeds; 101% change-of-control put applies with a downgrade by two rating agencies. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1995807/000119312526410656/0001193125-26-410656-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1995807/000119312526410656/d117229d8k.htm HTML page: https://secwatch.observer/filing/0001193125-26-410656 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer