LB Partners LLC
- SEC CIK
- 0002007877
- Latest filing
- Jul 30, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 31, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 29
- +6 vs. Q2 2025
- Portfolio value
- $155.8M
- −$841.9K (−0.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOGOGogo Inc. | COM | 3,228,979 | $27.7M | 17.8% | +745,000+30.0% | Added | History |
| WOWWideOpenWest, Inc. | COM | 3,877,126 | $20.0M | 12.8% | −2,834,345−42.2% | Reduced | History |
| RELYRemitly Global, Inc. | COM | 1,015,584 | $16.6M | 10.6% | +382,314+60.4% | Added | History |
| TIGOMillicom International Cellular SA | COM STK | 312,000 | $15.1M | 9.7% | −90,000−22.4% | Reduced | History |
| COFCapital One Financial Corp | Stock | 64,056 | $13.6M | 8.7% | 00.0% | Unchanged | History |
| LPROOpen Lending Corp | COM | 5,050,841 | $10.7M | 6.8% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 32,000 | $10.6M | 6.8% | 00.0% | Unchanged | History |
| OPFIOppFi Inc. | COM CL A | 500,000 | $5.67M | 3.6% | −20,000−3.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 19,000 | $4.62M | 3.0% | 00.0% | Unchanged | History |
| LQDALiquidia Corp | COM NEW | 200,000 | $4.55M | 2.9% | 00.0% | Unchanged | History |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 194,700 | $3.06M | 2.0% | +194,700 | New | History |
| THRYThryv Holdings, Inc. | COM NEW | 249,705 | $3.01M | 1.9% | 00.0% | Unchanged | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 210,000 | $2.46M | 1.6% | 00.0% | Unchanged | History |
| SPTSprout Social, Inc. | COM CL A | 190,000 | $2.45M | 1.6% | +190,000 | New | History |
| LBRDKLiberty Broadband Corp | COM SER C | 38,075 | $2.42M | 1.6% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 17,100 | $2.22M | 1.4% | 00.0% | Unchanged | History |
| IMXIInternational Money Express, Inc. | COM | 143,000 | $2.00M | 1.3% | +13,000+10.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 8,000 | $1.95M | 1.3% | 00.0% | Unchanged | History |
| FRPHFRP Holdings, Inc. | COM | 79,582 | $1.94M | 1.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 8,000 | $1.76M | 1.1% | 00.0% | Unchanged | History |
| GTLBGitlab Inc. | CLASS A COM | 20,932 | $943.6K | 0.6% | +20,932 | New | History |
| AMRZAmrize Ltd | SHS | 10,000 | $485.3K | 0.3% | +10,000 | New | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 14,913 | $436.4K | 0.3% | 00.0% | Unchanged | History |
| SGOLabrdn Gold ETF Trust | ETF | 11,000 | $404.9K | 0.3% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 750 | $365.0K | 0.2% | 00.0% | Unchanged | History |
| GLIBKLiberty Capital Corp | SER C GCI GROUP | 7,615 | $283.8K | 0.2% | +7,615 | New | History |
| MTAMetalla Royalty & Streaming Ltd. | COM NEW | 36,000 | $228.6K | 0.1% | 00.0% | Unchanged | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 10,000 | $131.4K | 0.1% | 00.0% | Unchanged | History |
| WUWestern Union CO | Stock | 10,000 | $79.9K | 0.1% | +10,000 | New | History |