LB Partners
Latest statistics and disclosures from LB Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RELY, COF, TIGO, AXP, LPRO, and represent 60.54% of LB Partners's stock portfolio.
- Added to shares of these 6 stocks: SPT, RELY, GTLB, NIQ, LPRO, GLIBK.
- Reduced shares in these 7 stocks: WOW (-$20M), GOGO (-$14M), LQDA, TIGO, DBRG, AMRZ, FRPH.
- Sold out of its positions in DBRG, LQDA, WOW, AMRZ.
- LB Partners was a net seller of stock by $-34M.
- LB Partners has $108M in assets under management (AUM), dropping by -30.45%.
- Central Index Key (CIK): 0002007877
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Portfolio Holdings for LB Partners
LB Partners holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Remitly Global (RELY) | 15.9 | $17M | +22% | 1.2M | 13.80 |
|
| Capital One Financial (COF) | 14.3 | $16M | 64k | 242.36 |
|
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 11.9 | $13M | -25% | 232k | 55.44 |
|
| American Express Company (AXP) | 10.9 | $12M | 32k | 369.95 |
|
|
| Open Lending Corp (LPRO) | 7.5 | $8.1M | +3% | 5.3M | 1.55 |
|
| Sprout Social Com Cl A (SPT) | 6.4 | $7.0M | +224% | 618k | 11.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $5.9M | 19k | 313.00 |
|
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| Oppfi Com Cl A (OPFI) | 4.8 | $5.2M | 500k | 10.46 |
|
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| Niq Global Intelligence Ordinary Shares (NIQ) | 3.7 | $4.0M | +25% | 245k | 16.49 |
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| Gitlab Class A Com (GTLB) | 3.5 | $3.8M | +382% | 101k | 37.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $2.5M | 8.0k | 313.80 |
|
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| International Money Express (IMXI) | 2.0 | $2.2M | 143k | 15.36 |
|
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| Kkr & Co (KKR) | 2.0 | $2.2M | 17k | 127.48 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 1.7 | $1.9M | 38k | 48.60 |
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| Amazon (AMZN) | 1.7 | $1.8M | 8.0k | 230.82 |
|
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| Frp Holdings (FRPH) | 1.6 | $1.7M | -3% | 77k | 22.79 |
|
| Thryv Hldgs Com New (THRY) | 1.4 | $1.5M | 250k | 6.05 |
|
|
| Gogo (GOGO) | 0.6 | $699k | -95% | 150k | 4.66 |
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| Triple Flag Precious Metals (TFPM) | 0.5 | $495k | 15k | 33.22 |
|
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $452k | 11k | 41.08 |
|
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| Gci Liberty Com Ser C (GLIBK) | 0.4 | $402k | +42% | 11k | 37.21 |
|
| S&p Global (SPGI) | 0.4 | $392k | 750.00 | 522.59 |
|
|
| Metalla Royalty & Streaming Com New (MTA) | 0.3 | $280k | 36k | 7.78 |
|
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| Black Stone Minerals Com Unit (BSM) | 0.1 | $133k | 10k | 13.29 |
|
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| Western Union Company (WU) | 0.1 | $93k | 10k | 9.31 |
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Past Filings by LB Partners
SEC 13F filings are viewable for LB Partners going back to 2023
- LB Partners 2025 Q4 filed Feb. 17, 2026
- LB Partners 2025 Q3 filed Oct. 31, 2025
- LB Partners 2025 Q2 filed July 29, 2025
- LB Partners 2025 Q1 filed April 29, 2025
- LB Partners 2024 Q4 filed Jan. 24, 2025
- LB Partners 2024 Q3 filed Oct. 21, 2024
- LB Partners 2024 Q2 filed July 29, 2024
- LB Partners 2024 Q1 filed May 1, 2024
- LB Partners 2023 Q4 filed Jan. 26, 2024