LB Partners LLC
- SEC CIK
- 0002007877
- Latest filing
- Jul 30, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 29, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 22
- +1 vs. Q4 2024
- Portfolio value
- $139.0M
- +$5.56M (+4.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WOWWideOpenWest, Inc. | COM | 7,358,522 | $35.9M | 25.9% | +288,678+4.1% | Added | History |
| GOGOGogo Inc. | COM | 2,363,979 | $20.3M | 14.6% | +142,887+6.4% | Added | History |
| TIGOMillicom International Cellular SA | COM STK | 520,923 | $15.9M | 11.4% | +2,000+0.4% | Added | History |
| RELYRemitly Global, Inc. | COM | 573,270 | $11.9M | 8.5% | 00.0% | Unchanged | History |
| DFSDiscover Financial Services | COM | 62,850 | $10.6M | 7.7% | +16,500+35.6% | Added | History |
| AXPAmerican Express Co | Stock | 32,000 | $8.56M | 6.2% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 78,075 | $6.62M | 4.8% | 00.0% | Unchanged | History |
| OPFIOppFi Inc. | COM CL A | 606,000 | $5.55M | 4.0% | −244,000−28.7% | Reduced | History |
| FRPHFRP Holdings, Inc. | COM | 125,802 | $3.61M | 2.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 19,000 | $2.96M | 2.1% | 00.0% | Unchanged | History |
| LQDALiquidia Corp | COM NEW | 200,000 | $2.95M | 2.1% | 00.0% | Unchanged | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 335,000 | $2.94M | 2.1% | +85,000+34.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 17,200 | $2.71M | 1.9% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 199,705 | $2.54M | 1.8% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 17,100 | $2.00M | 1.4% | 00.0% | Unchanged | History |
| IMXIInternational Money Express, Inc. | COM | 156,902 | $1.97M | 1.4% | +156,902 | New | History |
| APPAppLovin Corp | COM CL A | 2,500 | $666.4K | 0.5% | +2,500 | New | History |
| SPGIS&P Global Inc. | Stock | 750 | $382.3K | 0.3% | 00.0% | Unchanged | History |
| SGOLabrdn Gold ETF Trust | ETF | 11,000 | $328.6K | 0.2% | 00.0% | Unchanged | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 14,913 | $284.3K | 0.2% | 00.0% | Unchanged | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 10,000 | $152.9K | 0.1% | 00.0% | Unchanged | History |
| MTAMetalla Royalty & Streaming Ltd. | COM NEW | 36,000 | $103.3K | 0.1% | +36,000 | New | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.