LB Partners LLC
37 holdingsFiling period: 2026-03-31Current AUM: $135.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | 1.53M | $24.0M | $34.8M | 25.69% | +280.3K | 2026-03-31 |
| 2 | COF | CAPITAL ONE FINL CORP | 70.1K | $12.8M | $14.6M | 10.81% | +6.0K | 2026-03-31 |
| 3 | — | MILLICOM INTL CELLULAR S A | 143.0K | $10.7M | $10.7M | 7.91% | -89,000 | 2026-03-31 |
| 4 | AXP | AMERICAN EXPRESS CO | 30.0K | $9.1M | $10.1M | 7.44% | -2,000 | 2026-03-31 |
| 5 | SPT | SPROUT SOCIAL INC | 1.51M | $8.6M | $13.0M | 9.57% | +893.5K | 2026-03-31 |
| 6 | LPRO | OPEN LENDING CORP | 5.40M | $6.8M | $6.8M | 4.98% | +150.0K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 19.0K | $5.5M | $6.8M | 4.99% | -- | 2026-03-31 |
| 8 | — | NIQ GLOBAL INTELLIGENCE PLC | 399.7K | $4.5M | $4.5M | 3.35% | +155.0K | 2026-03-31 |
| 9 | OPFI | OPPFI INC | 500.0K | $3.9M | $4.7M | 3.46% | -- | 2026-03-31 |
| 10 | GOGO | GOGO INC | 804.0K | $3.2M | $3.4M | 2.48% | +654.0K | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 8.0K | $2.3M | $2.9M | 2.10% | -- | 2026-03-31 |
| 12 | PDD | PDD HOLDINGS INC | 22.0K | $2.2M | $1.9M | 1.44% | -- | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 8.0K | $1.7M | $2.2M | 1.60% | -- | 2026-03-31 |
| 14 | KKR | KKR & CO INC | 17.1K | $1.6M | $1.7M | 1.28% | -- | 2026-03-31 |
| 15 | FISV | FISERV INC | 27.0K | $1.5M | $1.5M | 1.07% | -- | 2026-03-31 |
| 16 | MU | MICRON TECHNOLOGY INC | 4.0K | $1.4M | $3.3M | 2.43% | -- | 2026-03-31 |
| 17 | FOUR | SHIFT4 PMTS INC | 30.0K | $1.3M | $1.6M | 1.17% | -- | 2026-03-31 |
| 18 | GTLB | GITLAB INC | 60.0K | $1.3M | $2.1M | 1.53% | -41,077 | 2026-03-31 |
| 19 | — | BBB FOODS INC | 35.0K | $1.2M | $1.2M | 0.91% | -- | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 6.0K | $1.0M | $1.2M | 0.89% | -- | 2026-03-31 |
| 21 | LBRDK | LIBERTY BROADBAND CORP | 18.1K | $909K | $615K | 0.45% | -20,000 | 2026-03-31 |
| 22 | PYPL | PAYPAL HLDGS INC | 20.0K | $904K | $1.1M | 0.84% | -- | 2026-03-31 |
| 23 | GPN | GLOBAL PMTS INC | 10.0K | $673K | $841K | 0.62% | -- | 2026-03-31 |
| 24 | NOW | SERVICENOW INC | 6.0K | $627K | $667K | 0.49% | -- | 2026-03-31 |
| 25 | TFPM | TRIPLE FLAG PRECIOUS METAL | 14.9K | $517K | $429K | 0.32% | -- | 2026-03-31 |
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