Institutions / LB Partners LLC
LB Partners LLC
CIK 2007877 · Institution · as of Dec 31, 2025
Portfolio value
$108.35M
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Remitly Global, Inc. | $17.23M | 15.9% |
| Capital One Financial Corp | $15.52M | 14.3% |
| Millicom Intl Cellular S a | $12.86M | 11.9% |
| American Express Co | $11.84M | 10.9% |
| Open Lending Corp | $8.14M | 7.5% |
| Sprout Social, Inc. | $6.96M | 6.4% |
| Alphabet Inc. | $5.95M | 5.5% |
| OppFi Inc. | $5.23M | 4.8% |
| Niq Global Intelligence PLC | $4.04M | 3.7% |
| Gitlab Inc. | $3.79M | 3.5% |
| Alphabet Inc. | $2.51M | 2.3% |
| International Money Express, Inc. | $2.20M | 2.0% |
| KKR & Co. Inc. | $2.18M | 2.0% |
| Liberty Broadband Corp | $1.85M | 1.7% |
| Amazon.com Inc | $1.85M | 1.7% |
| Frp Holdings, Inc.FRPH | $1.75M | 1.6% |
| Thryv Holdings, Inc. | $1.51M | 1.4% |
| Gogo Inc.GOGO | $699.0K | 0.6% |
| Triple Flag Precious Metal | $495.4K | 0.5% |
| Etfs Gold Tr | $451.9K | 0.4% |
| GCI Liberty, Inc. | $402.4K | 0.4% |
| S&P Global Inc. | $391.9K | 0.4% |
| Metalla Royalty & Streaming | $280.1K | 0.3% |
| Black Stone Minerals, L.P.BSM | $132.9K | 0.1% |
| Western Union Co/The | $93.1K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.