LB Partners
Latest statistics and disclosures from LB Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOGO, WOW, RELY, TIGO, COF, and represent 59.73% of LB Partners's stock portfolio.
- Added to shares of these 9 stocks: GOGO (+$6.4M), RELY (+$6.2M), Niq Global Intelligence, SPT, GTLB, AMRZ, GLIBK, IMXI, WU.
- Started 6 new stock positions in AMRZ, GLIBK, WU, GTLB, Niq Global Intelligence, SPT.
- Reduced shares in these 3 stocks: WOW (-$15M), TIGO, OPFI.
- LB Partners was a net buyer of stock by $897k.
- LB Partners has $156M in assets under management (AUM), dropping by -0.54%.
- Central Index Key (CIK): 0002007877
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Portfolio Holdings for LB Partners
LB Partners holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Gogo (GOGO) | 17.8 | $28M | +29% | 3.2M | 8.59 |
|
| Wideopenwest (WOW) | 12.8 | $20M | -42% | 3.9M | 5.16 |
|
| Remitly Global (RELY) | 10.6 | $17M | +60% | 1.0M | 16.30 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 9.7 | $15M | -22% | 312k | 48.54 |
|
| Capital One Financial (COF) | 8.7 | $14M | 64k | 212.58 |
|
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| Open Lending Corp (LPRO) | 6.8 | $11M | 5.1M | 2.11 |
|
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| American Express Company (AXP) | 6.8 | $11M | 32k | 332.16 |
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| Oppfi Com Cl A (OPFI) | 3.6 | $5.7M | -3% | 500k | 11.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $4.6M | 19k | 243.10 |
|
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| Liquidia Corporation Com New (LQDA) | 2.9 | $4.5M | 200k | 22.74 |
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| Niq Global Intelligence Ordinary Shares | 2.0 | $3.1M | NEW | 195k | 15.70 |
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| Thryv Hldgs Com New (THRY) | 1.9 | $3.0M | 250k | 12.06 |
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| Digitalbridge Group Cl A New (DBRG) | 1.6 | $2.5M | 210k | 11.70 |
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| Sprout Social Com Cl A (SPT) | 1.6 | $2.5M | NEW | 190k | 12.92 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 1.6 | $2.4M | 38k | 63.54 |
|
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| Kkr & Co (KKR) | 1.4 | $2.2M | 17k | 129.95 |
|
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| International Money Express (IMXI) | 1.3 | $2.0M | +10% | 143k | 13.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $1.9M | 8.0k | 243.55 |
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| Frp Holdings (FRPH) | 1.2 | $1.9M | 80k | 24.36 |
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| Amazon (AMZN) | 1.1 | $1.8M | 8.0k | 219.57 |
|
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| Gitlab Class A Com (GTLB) | 0.6 | $944k | NEW | 21k | 45.08 |
|
| Amrize SHS (AMRZ) | 0.3 | $485k | NEW | 10k | 48.53 |
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| Triple Flag Precious Metals (TFPM) | 0.3 | $436k | 15k | 29.26 |
|
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $405k | 11k | 36.81 |
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| S&p Global (SPGI) | 0.2 | $365k | 750.00 | 486.71 |
|
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| Gci Liberty Com Ser C (GLIBK) | 0.2 | $284k | NEW | 7.6k | 37.27 |
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| Metalla Royalty & Streaming Com New (MTA) | 0.1 | $229k | 36k | 6.35 |
|
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| Black Stone Minerals Com Unit (BSM) | 0.1 | $131k | 10k | 13.14 |
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| Western Union Company (WU) | 0.1 | $80k | NEW | 10k | 7.99 |
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Past Filings by LB Partners
SEC 13F filings are viewable for LB Partners going back to 2023
- 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