LB Partners LLC
- SEC CIK
- 0002007877
- Latest filing
- Jul 30, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 29, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 23
- +1 vs. Q1 2025
- Portfolio value
- $156.6M
- +$17.7M (+12.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BSMBlack Stone Minerals, L.P. | COM UNIT | 10,000 | $130.8K | 0.1% | 00.0% | Unchanged | History |
| MTAMetalla Royalty & Streaming Ltd. | COM NEW | 36,000 | $138.2K | 0.1% | 00.0% | Unchanged | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 14,913 | $353.3K | 0.2% | 00.0% | Unchanged | History |
| SGOLabrdn Gold ETF Trust | ETF | 11,000 | $353.5K | 0.2% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 750 | $395.5K | 0.3% | 00.0% | Unchanged | History |
| IMXIInternational Money Express, Inc. | COM | 130,000 | $1.31M | 0.8% | −26,902−17.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 8,000 | $1.42M | 0.9% | −9,200−53.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 8,000 | $1.76M | 1.1% | +8,000 | New | History |
| FRPHFRP Holdings, Inc. | COM | 79,582 | $2.14M | 1.4% | −46,220−36.7% | Reduced | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 210,000 | $2.17M | 1.4% | −125,000−37.3% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 17,100 | $2.27M | 1.5% | 00.0% | Unchanged | History |
| LQDALiquidia Corp | COM NEW | 200,000 | $2.49M | 1.6% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 249,705 | $3.04M | 1.9% | +50,000+25.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 19,000 | $3.35M | 2.1% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 38,075 | $3.75M | 2.4% | −40,000−51.2% | Reduced | History |
| OPFIOppFi Inc. | COM CL A | 520,000 | $7.27M | 4.6% | −86,000−14.2% | Reduced | History |
| LPROOpen Lending Corp | COM | 5,050,841 | $9.80M | 6.3% | +5,050,841 | New | History |
| AXPAmerican Express Co | Stock | 32,000 | $10.2M | 6.5% | 00.0% | Unchanged | History |
| RELYRemitly Global, Inc. | COM | 633,270 | $11.9M | 7.6% | +60,000+10.5% | Added | History |
| COFCapital One Financial Corp | Stock | 64,056 | $13.6M | 8.7% | +64,056 | New | History |
| TIGOMillicom International Cellular SA | COM STK | 402,000 | $15.1M | 9.6% | −118,923−22.8% | Reduced | History |
| WOWWideOpenWest, Inc. | COM | 6,711,471 | $27.2M | 17.4% | −647,051−8.8% | Reduced | History |
| GOGOGogo Inc. | COM | 2,483,979 | $36.5M | 23.3% | +120,000+5.1% | Added | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.