LB Partners as of Sept. 30, 2025
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 | 3.2M | 8.59 | |
| Wideopenwest (WOW) | 12.8 | $20M | 3.9M | 5.16 | |
| Remitly Global (RELY) | 10.6 | $17M | 1.0M | 16.30 | |
| Millicom Intl Cellular S A Com Stk (TIGO) | 9.7 | $15M | 312k | 48.54 | |
| Capital One Financial (COF) | 8.7 | $14M | 64k | 212.58 | |
| Open Lending Corp (LPRO) | 6.8 | $11M | 5.1M | 2.11 | |
| American Express Company (AXP) | 6.8 | $11M | 32k | 332.16 | |
| Oppfi Com Cl A (OPFI) | 3.6 | $5.7M | 500k | 11.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $4.6M | 19k | 243.10 | |
| Liquidia Corporation Com New (LQDA) | 2.9 | $4.5M | 200k | 22.74 | |
| Niq Global Intelligence Ordinary Shares | 2.0 | $3.1M | 195k | 15.70 | |
| Thryv Hldgs Com New (THRY) | 1.9 | $3.0M | 250k | 12.06 | |
| Digitalbridge Group Cl A New (DBRG) | 1.6 | $2.5M | 210k | 11.70 | |
| Sprout Social Com Cl A (SPT) | 1.6 | $2.5M | 190k | 12.92 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.6 | $2.4M | 38k | 63.54 | |
| Kkr & Co (KKR) | 1.4 | $2.2M | 17k | 129.95 | |
| International Money Express (IMXI) | 1.3 | $2.0M | 143k | 13.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $1.9M | 8.0k | 243.55 | |
| Frp Holdings (FRPH) | 1.2 | $1.9M | 80k | 24.36 | |
| Amazon (AMZN) | 1.1 | $1.8M | 8.0k | 219.57 | |
| Gitlab Class A Com (GTLB) | 0.6 | $944k | 21k | 45.08 | |
| Amrize SHS (AMRZ) | 0.3 | $485k | 10k | 48.53 | |
| Triple Flag Precious Metals (TFPM) | 0.3 | $436k | 15k | 29.26 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $405k | 11k | 36.81 | |
| S&p Global (SPGI) | 0.2 | $365k | 750.00 | 486.71 | |
| Gci Liberty Com Ser C (GLIBK) | 0.2 | $284k | 7.6k | 37.27 | |
| Metalla Royalty & Streaming Com New (MTA) | 0.1 | $229k | 36k | 6.35 | |
| Black Stone Minerals Com Unit (BSM) | 0.1 | $131k | 10k | 13.14 | |
| Western Union Company (WU) | 0.1 | $80k | 10k | 7.99 |
