LB Partners LLC
- SEC CIK
- 0002007877
- Latest filing
- Jul 30, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 21
- −1 vs. Q3 2024
- Portfolio value
- $133.4M
- +$18.3M (+15.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WOWWideOpenWest, Inc. | COM | 7,069,844 | $35.1M | 26.3% | +421,041+6.3% | Added | History |
| GOGOGogo Inc. | COM | 2,221,092 | $18.0M | 13.5% | +176,092+8.6% | Added | History |
| TIGOMillicom International Cellular SA | COM STK | 518,923 | $13.0M | 9.7% | +7,000+1.4% | Added | History |
| RELYRemitly Global, Inc. | COM | 573,270 | $12.9M | 9.7% | +100,000+21.1% | Added | History |
| AXPAmerican Express Co | Stock | 32,000 | $9.50M | 7.1% | 00.0% | Unchanged | History |
| DFSDiscover Financial Services | COM | 46,350 | $8.03M | 6.0% | 00.0% | Unchanged | History |
| OPFIOppFi Inc. | COM CL A | 850,000 | $6.51M | 4.9% | −70,970−7.7% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 78,075 | $5.84M | 4.4% | +28,075+56.2% | Added | History |
| FRPHFRP Holdings, Inc. | COM | 125,802 | $3.85M | 2.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 19,000 | $3.60M | 2.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 17,200 | $3.28M | 2.5% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 199,705 | $2.96M | 2.2% | +199,705 | New | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 250,000 | $2.82M | 2.1% | +250,000 | New | History |
| KKRKKR & Co. Inc. | COM | 17,100 | $2.53M | 1.9% | 00.0% | Unchanged | History |
| LQDALiquidia Corp | COM NEW | 200,000 | $2.35M | 1.8% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 15,000 | $1.18M | 0.9% | 00.0% | Unchanged | History |
| ESTCElastic N.V. | ORD SHS | 10,000 | $990.8K | 0.7% | −5,000−33.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 750 | $373.5K | 0.3% | 00.0% | Unchanged | History |
| SGOLabrdn Gold ETF Trust | ETF | 11,000 | $275.6K | 0.2% | 00.0% | Unchanged | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 14,913 | $224.3K | 0.2% | 00.0% | Unchanged | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 10,000 | $146.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.