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LB Partners LLC 13F holdings

Filed 2026-07-30 · LB Partners LLC · 34 positions · $146.6M

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TickerCompanySharesValue% of portfolio
RELYREMITLY GLOBAL INC1.3M$28.4M19.4%
—NIQ GLOBAL INTELLIGENCE PLC1.9M$18.1M12.3%
—OPEN LENDING CORP4.9M$15.1M10.3%
COFCAPITAL ONE FINL CORP70.1K$14.1M9.6%
AXPAMERICAN EXPRESS CO30.0K$10.1M6.9%
—MILLICOM INTL CELLULAR S A77.0K$7.0M4.8%
MUMICRON TECHNOLOGY INC6.0K$6.9M4.7%
GOOGLALPHABET INC19.0K$6.8M4.6%
OPFIOPPFI INC632.5K$6.3M4.3%
FOURSHIFT4 PMTS INC96.0K$4.7M3.2%
TOSTTOAST INC155.0K$4.3M2.9%
8L8CLIBERTY BROADBAND CORP110.1K$3.7M2.5%
SPTSPROUT SOCIAL INC479.7K$3.6M2.5%
GOOGALPHABET INC8.0K$2.8M1.9%
GOGOGOGO INC683.1K$2.1M1.4%
AMZNAMAZON COM INC8.0K$1.9M1.3%
PDDPDD HOLDINGS INC22.0K$1.7M1.1%
NVDANVIDIA CORPORATION8.0K$1.6M1.1%
KKRKKR & CO INC17.1K$1.6M1.1%
TBBBBBB FOODS INC35.0K$1.5M1.0%
PYPLPAYPAL HLDGS INC22.5K$971,5500.7%
TFPMTRIPLE FLAG PRECIOUS METAL14.9K$446,9430.3%
SGOLETFS GOLD TR11.0K$420,5300.3%
DVNDEVON ENERGY CORP NEW10.0K$413,2000.3%
FDSFACTSET RESH SYS INC1.7K$387,6850.3%
IMXIINTERNATIONAL MONEY EXPRESS23.0K$332,3500.2%
SPGIS&P GLOBAL INC750$305,4450.2%
MTAMETALLA RTY & STREAMING LTD36.0K$273,9600.2%
FRPHFRP HLDGS INC9.6K$239,4540.2%
CVXCHEVRON CORPORATION1.4K$232,0640.2%
BSMBLACK STONE MINERALS L P10.0K$139,7000.1%
MFICMIDCAP FINANCIAL INVSTMNT CO12.0K$120,9600.1%
FSKFS KKR CAP CORP11.2K$117,2220.1%
—CABLE ONE INC100.0K$67,5000.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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