LB Partners LLC
- SEC CIK
- 0002007877
- Latest filing
- Jul 30, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 25
- −4 vs. Q3 2025
- Portfolio value
- $108.4M
- −$47.4M (−30.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RELYRemitly Global, Inc. | COM | 1,248,888 | $17.2M | 15.9% | +233,304+23.0% | Added | History |
| COFCapital One Financial Corp | Stock | 64,056 | $15.5M | 14.3% | 00.0% | Unchanged | History |
| TIGOMillicom International Cellular SA | COM STK | 232,000 | $12.9M | 11.9% | −80,000−25.6% | Reduced | History |
| AXPAmerican Express Co | Stock | 32,000 | $11.8M | 10.9% | 00.0% | Unchanged | History |
| LPROOpen Lending Corp | COM | 5,250,841 | $8.14M | 7.5% | +200,000+4.0% | Added | History |
| SPTSprout Social, Inc. | COM CL A | 617,477 | $6.96M | 6.4% | +427,477+225.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 19,000 | $5.95M | 5.5% | 00.0% | Unchanged | History |
| OPFIOppFi Inc. | COM CL A | 500,000 | $5.23M | 4.8% | 00.0% | Unchanged | History |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 244,700 | $4.04M | 3.7% | +50,000+25.7% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 101,077 | $3.79M | 3.5% | +80,145+382.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 8,000 | $2.51M | 2.3% | 00.0% | Unchanged | History |
| IMXIInternational Money Express, Inc. | COM | 143,000 | $2.20M | 2.0% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 17,100 | $2.18M | 2.0% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 38,075 | $1.85M | 1.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 8,000 | $1.85M | 1.7% | 00.0% | Unchanged | History |
| FRPHFRP Holdings, Inc. | COM | 76,682 | $1.75M | 1.6% | −2,900−3.6% | Reduced | History |
| THRYThryv Holdings, Inc. | COM NEW | 249,705 | $1.51M | 1.4% | 00.0% | Unchanged | History |
| GOGOGogo Inc. | COM | 150,000 | $699.0K | 0.6% | −3,078,979−95.4% | Reduced | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 14,913 | $495.4K | 0.5% | 00.0% | Unchanged | History |
| SGOLabrdn Gold ETF Trust | ETF | 11,000 | $451.9K | 0.4% | 00.0% | Unchanged | History |
| GLIBKLiberty Capital Corp | SER C GCI GROUP | 10,815 | $402.4K | 0.4% | +3,200+42.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 750 | $391.9K | 0.4% | 00.0% | Unchanged | History |
| MTAMetalla Royalty & Streaming Ltd. | COM NEW | 36,000 | $280.1K | 0.3% | 00.0% | Unchanged | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 10,000 | $132.9K | 0.1% | 00.0% | Unchanged | History |
| WUWestern Union CO | Stock | 10,000 | $93.1K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| WOWWideOpenWest, Inc. | COM | 3,877,126 | $20.0M | 12.8% | History |
| LQDALiquidia Corp | COM NEW | 200,000 | $4.55M | 2.9% | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 210,000 | $2.46M | 1.6% | History |
| AMRZAmrize Ltd | SHS | 10,000 | $485.3K | 0.3% | History |