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JNE Partners LLP

SEC CIK
0001770120
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
5
0 vs. Q3 2023
Portfolio value
$87.1M
+$1.52M (+1.8%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of JNE Partners LLP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C835,300$31.2M35.9%00.0%UnchangedHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C721,141$28.5M32.8%+213,001+41.9%AddedHistory
MUMicron Technology IncStock259,050$22.1M25.4%−259,050−50.0%ReducedHistory
NGNovagold Resources IncCOM NEW1,307,396$4.89M5.6%00.0%UnchangedHistory
WALDWWaldencast plc*W EXP 07/27/202333,333$281.7K0.3%00.0%UnchangedHistory