Lb Partners LLC Top Holdings and 13F Report (2025) About Lb Partners LLCInvestment ActivityLb Partners LLC has $133.40 million in total holdings as of December 31, 2024.Lb Partners LLC owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 10.36% of the portfolio was purchased this quarter.About 4.22% of the portfolio was sold this quarter.This quarter, Lb Partners LLC has purchased 22 new stocks and bought additional shares in 5 stocks.Lb Partners LLC sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings WideOpenWest $35,066,426Gogo $17,968,634Millicom International Cellular $12,978,264REMITLY GLOBAL INC $12,938,704American Express $9,497,280 Largest New Holdings this Quarter Thryv $2,955,634 HoldingDigitalBridge Group $2,820,000 Holding Largest Purchases this Quarter Thryv 199,705 shares (about $2.96M)DigitalBridge Group 250,000 shares (about $2.82M)REMITLY GLOBAL INC 100,000 shares (about $2.26M)Liberty Broadband 28,075 shares (about $2.10M)WideOpenWest 421,041 shares (about $2.09M) Largest Sales this Quarter OppFi 70,970 shares (about $543.63K)Elastic 5,000 shares (about $495.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLb Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWOWWideOpenWest$35,066,426$2,088,363 ▲6.3%7,069,84426.3%Consumer DiscretionaryGOGOGogo$17,968,634$1,424,584 ▲8.6%2,221,09213.5%Computer and TechnologyTIGOMillicom International Cellular$12,978,264$175,070 ▲1.4%518,9239.7%Computer and TechnologyREMITLY GLOBAL INC$12,938,704$2,257,000 ▲21.1%573,2709.7%COMAXPAmerican Express$9,497,2800.0%32,0007.1%FinanceDFSDiscover Financial Services$8,029,2110.0%46,3506.0%FinanceOPFIOppFi$6,511,000$543,630 ▼-7.7%850,0004.9%Business ServicesLBRDKLiberty Broadband$5,836,887$2,098,887 ▲56.2%78,0754.4%Consumer DiscretionaryFRPHFRP$3,853,3150.0%125,8022.9%FinanceGOOGLAlphabet$3,596,7000.0%19,0002.7%Computer and TechnologyGOOGAlphabet$3,275,5680.0%17,2002.5%Computer and TechnologyTHRYThryv$2,955,634$2,955,634 ▲New Holding199,7052.2%Computer and TechnologyDBRGDigitalBridge Group$2,820,000$2,820,000 ▲New Holding250,0002.1%FinanceKKRKKR & Co. Inc.$2,529,2610.0%17,1001.9%FinanceLQDALiquidia$2,352,0000.0%200,0001.8%MedicalOKTAOkta$1,182,0000.0%15,0000.9%Computer and TechnologyESTCElastic$990,800$495,400 ▼-33.3%10,0000.7%Computer and TechnologySPGIS&P Global$373,5230.0%7500.3%Business ServicesSGOLabrdn Physical Gold Shares ETF$275,5500.0%11,0000.2%ETFTFPMTriple Flag Precious Metals$224,2920.0%14,9130.2%Basic MaterialsBSMBlack Stone Minerals$146,0000.0%10,0000.1%Oils/EnergyTHTarget Hospitality$0$4,173,410 ▼-100.0%00.0%Consumer DiscretionaryCXMSprinklr$0$303,696 ▼-100.0%00.0%Business ServicesMETALLA RTY & STREAMING LTD$0$111,240 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
