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Livermore
Livermore
ZHEN

LB Partners LLC

SEC CIK
0002007877
Latest filing
Jul 30, 2026

The latest 13F from LB Partners LLC covers Q2 2026 (filed Jul 30, 2026): 34 long positions worth $146.6M. The top 10 holdings make up 80.1% of the portfolio, and the largest is Remitly Global, Inc. (RELY) at 19.4%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$4.82M
Added
8
Est. +$24.8M
Reduced
5
Est. −$21.7M
Sold out
6
Est. −$4.73M

Top 5 holdings

Share of this quarter's portfolio value

  1. RELYRemitly Global, Inc.
    19.4%$28.4MHistory
  2. NIQNIQ Global Intelligence plc
    12.3%$18.1MHistory
  3. LPROOpen Lending Corp
    10.3%$15.1MHistory
  4. COFCapital One Financial Corp
    9.6%$14.1MHistory
  5. AXPAmerican Express Co
    6.9%$10.1MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. NIQNIQ Global Intelligence plc
    +$14.3MAddedHistory
  2. TOSTToast, Inc.
    +$4.31MNewHistory
  3. FOURShift4 Payments, Inc.
    +$3.21MAddedHistory
  4. LBRDKLiberty Broadband Corp
    +$3.06MAddedHistory
  5. MUMicron Technology Inc
    +$2.31MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. NIQNIQ Global Intelligence plc
    +8.25 pp4.1% → 12.3%History
  2. MUMicron Technology Inc
    +3.51 pp1.2% → 4.7%History
  3. TOSTToast, Inc.
    +2.94 pp0.0% → 2.9%History
  4. FOURShift4 Payments, Inc.
    +2.01 pp1.2% → 3.2%History
  5. LBRDKLiberty Broadband Corp
    +1.68 pp0.8% → 2.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPTSprout Social, Inc.
    −$7.79MReducedHistory
  2. TIGOMillicom International Cellular SA
    −$5.99MReducedHistory
  3. RELYRemitly Global, Inc.
    −$5.85MReducedHistory
  4. LPROOpen Lending Corp
    −$1.71MReducedHistory
  5. FISVFiserv Inc
    −$1.51MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SPTSprout Social, Inc.
    −5.25 pp7.7% → 2.5%History
  2. TIGOMillicom International Cellular SA
    −4.84 pp9.6% → 4.8%History
  3. RELYRemitly Global, Inc.
    −2.11 pp21.5% → 19.4%History
  4. GOGOGogo Inc.
    −1.45 pp2.9% → 1.4%History
  5. FISVFiserv Inc
    −1.35 pp1.4% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$146.6M
+$35.1M (+31.5%) vs. prior quarter
Positions
34
−3 vs. prior quarter
Top 10 concentration
80.1%
Top 10 as share of value
Turnover
20.5%
Q2 2026, one quarter
Average holding period
6.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $156.6M (Q2 2025)

Q4 2023: $91.2MQ1 2024: $97.2MQ2 2024: $120.1MQ3 2024: $115.1MQ4 2024: $133.4MQ1 2025: $139.0MQ2 2025: $156.6MQ3 2025: $155.8MQ4 2025: $108.4MQ1 2026: $111.5MQ2 2026: $146.6M
Q4 2023Q2 2026
13F filings of LB Partners LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 202634$146.6MRELYNIQLPROvs. Q1 2026SEC
Q1 2026Apr 24, 202637$111.5MRELYCOFTIGOvs. Q4 2025SEC
Q4 2025Feb 17, 202625$108.4MRELYCOFTIGOvs. Q3 2025SEC
Q3 2025Oct 31, 202529$155.8MGOGOWOWRELYvs. Q2 2025SEC
Q2 2025Jul 29, 202523$156.6MGOGOWOWTIGOvs. Q1 2025SEC
Q1 2025Apr 29, 202522$139.0MWOWGOGOTIGOvs. Q4 2024SEC
Q4 2024Jan 24, 202521$133.4MWOWGOGOTIGOvs. Q3 2024SEC
Q3 2024Oct 21, 202422$115.1MWOWGOGOTIGOvs. Q2 2024SEC
Q2 2024Jul 29, 202425$120.1MWOWGOGOTIGOvs. Q1 2024SEC
Q1 2024May 1, 202421$97.2MWOWGOGOTIGOvs. Q4 2023SEC
Q4 2023Jan 26, 202427$91.2MGOGOWOWTIGO–SEC

13D and 13G filings

Companies where LB Partners LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

LB Partners LLC does not currently report owning 5% or more of any company.

Latest filings

4 filings on file made by LB Partners LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by LB Partners LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
WOWWideOpenWest, Inc.Aug 14, 20255:05 PM ET13D/A4.90%4.20M shares–Below 5%Aug 12, 2025SEC
WOWWideOpenWest, Inc.May 30, 202413DOld format–––SEC
WOWWideOpenWest, Inc.May 10, 202413GOld format–––SEC
WOWWideOpenWest, Inc.Jan 31, 202413GOld format–New–SEC