LB Partners LLC 13F Holdings

CIK 0002007877 · Charlottesville, VA

As of Sep 30, 2025, LB Partners LLC reported 29 positions worth 55.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GOGO INCGOGOCommunication Services3,228,979$27.7M17.80%
WIDEOPENWEST INCWOWCommunication Services3,877,126$20.0M12.84%
REMITLY GLOBAL INCRELYTechnology1,015,584 6.6M10.63%
MILLICOM INTERNATIONAL CELLULAR SATIGOCommunication Services312,000 5.1M9.72%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services64,056 3.6M8.74%
OPEN LENDING CORPLPROFinancial Services5,050,841 0.7M6.84%
AMERICAN EXPRESS COAXPFinancial Services32,000 0.6M6.82%
OPPFI INCOPFIFinancial Services500,000$5.7M3.64%
ALPHABET INCGOOGLEquity19,000$4.6M2.96%
LIQUIDIA CORPLQDAHealthcare200,000$4.5M2.92%
NIQ GLOBAL INTELLIGENCE PLCNIQCommunication Services194,700$3.1M1.96%
THRYV HOLDINGS INCTHRYCommunication Services249,705$3.0M1.93%
DIGITALBRIDGE GROUP INCDBRGReal Estate210,000$2.5M1.58%
SPROUT SOCIAL INCSPTTechnology190,000$2.5M1.58%
LIBERTY BROADBAND CORPLBRDKCommunication Services38,075$2.4M1.55%
KKR & CO INCKKRFinancial Services17,100$2.2M1.43%
INTERNATIONAL MONEY EXPRESS INCIMXITechnology143,000$2.0M1.28%
ALPHABET INCGOOGEquity8,000 .9M1.25%
FRP HLDGS INCFRPHReal Estate79,582 .9M1.24%
AMAZON.COM INCAMZNEquity8,000 .8M1.13%
GITLAB INCGTLBTechnology20,932$943.6K0.61%
AMRIZE LTDAMRZBasic Materials10,000$485.3K0.31%
TRIPLE FLAG PRECIOUS METALS CORPTFPMBasic Materials14,913$436.4K0.28%
ABRDN GOLD ETF TRUSTSGOL—11,000$404.9K0.26%
S&P GLOBAL INCSPGIFinancial Services750$365.0K0.23%