LB Partners as of Dec. 31, 2025
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 | 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 | 232k | 55.44 | |
| American Express Company (AXP) | 10.9 | $12M | 32k | 369.95 | |
| Open Lending Corp (LPRO) | 7.5 | $8.1M | 5.3M | 1.55 | |
| Sprout Social Com Cl A (SPT) | 6.4 | $7.0M | 618k | 11.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $5.9M | 19k | 313.00 | |
| Oppfi Com Cl A (OPFI) | 4.8 | $5.2M | 500k | 10.46 | |
| Niq Global Intelligence Ordinary Shares (NIQ) | 3.7 | $4.0M | 245k | 16.49 | |
| Gitlab Class A Com (GTLB) | 3.5 | $3.8M | 101k | 37.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $2.5M | 8.0k | 313.80 | |
| International Money Express (IMXI) | 2.0 | $2.2M | 143k | 15.36 | |
| Kkr & Co (KKR) | 2.0 | $2.2M | 17k | 127.48 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.7 | $1.9M | 38k | 48.60 | |
| Amazon (AMZN) | 1.7 | $1.8M | 8.0k | 230.82 | |
| Frp Holdings (FRPH) | 1.6 | $1.7M | 77k | 22.79 | |
| Thryv Hldgs Com New (THRY) | 1.4 | $1.5M | 250k | 6.05 | |
| Gogo (GOGO) | 0.6 | $699k | 150k | 4.66 | |
| Triple Flag Precious Metals (TFPM) | 0.5 | $495k | 15k | 33.22 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $452k | 11k | 41.08 | |
| Gci Liberty Com Ser C (GLIBK) | 0.4 | $402k | 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 | |
| Black Stone Minerals Com Unit (BSM) | 0.1 | $133k | 10k | 13.29 | |
| Western Union Company (WU) | 0.1 | $93k | 10k | 9.31 |
