Lb Partners LLC Top Holdings and 13F Report (2025) About Lb Partners LLCInvestment ActivityLb Partners LLC has $156.64 million in total holdings as of June 30, 2025.Lb Partners LLC owns shares of 23 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 18.31% of the portfolio was purchased this quarter.About 17.85% of the portfolio was sold this quarter.This quarter, Lb Partners LLC has purchased 22 new stocks and bought additional shares in 3 stocks.Lb Partners LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Gogo $36,464,812WideOpenWest $27,248,572Millicom International Cellular $15,062,940Capital One Financial $13,628,555REMITLY GLOBAL INC $11,886,478 Largest New Holdings this Quarter 14040H105 - Capital One Financial $13,628,555 Holding68373J104 - Open Lending $9,798,632 Holding023135106 - Amazon.com $1,755,120 Holding Largest Purchases this Quarter Capital One Financial 64,056 shares (about $13.63M)Open Lending 5,050,841 shares (about $9.80M)Gogo 120,000 shares (about $1.76M)Amazon.com 8,000 shares (about $1.76M)REMITLY GLOBAL INC 60,000 shares (about $1.13M) Largest Sales this Quarter Millicom International Cellular 118,923 shares (about $4.46M)Liberty Broadband 40,000 shares (about $3.94M)WideOpenWest 647,051 shares (about $2.63M)Alphabet 9,200 shares (about $1.63M)DigitalBridge Group 125,000 shares (about $1.29M) 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 PortfolioSectorGOGOGogo$36,464,812$1,761,600 ▲5.1%2,483,97923.3%Computer and TechnologyWOWWideOpenWest$27,248,572$2,627,027 ▼-8.8%6,711,47117.4%Consumer DiscretionaryTIGOMillicom International Cellular$15,062,940$4,456,045 ▼-22.8%402,0009.6%Computer and TechnologyCOFCapital One Financial$13,628,555$13,628,555 ▲New Holding64,0568.7%FinanceREMITLY GLOBAL INC$11,886,478$1,126,200 ▲10.5%633,2707.6%COMAXPAmerican Express$10,207,3600.0%32,0006.5%FinanceLPROOpen Lending$9,798,632$9,798,632 ▲New Holding5,050,8416.3%FinanceOPFIOppFi$7,274,800$1,203,140 ▼-14.2%520,0004.6%Business ServicesLBRDKLiberty Broadband$3,745,819$3,935,201 ▼-51.2%38,0752.4%Consumer DiscretionaryGOOGLAlphabet$3,348,3700.0%19,0002.1%Computer and TechnologyTHRYThryv$3,036,413$608,000 ▲25.0%249,7051.9%Computer and TechnologyLQDALiquidia Technologies$2,492,0000.0%200,0001.6%MedicalKKRKKR & Co. Inc.$2,274,8130.0%17,1001.5%FinanceDBRGDigitalBridge Group$2,173,500$1,293,750 ▼-37.3%210,0001.4%FinanceFRPHFRP$2,139,960$1,242,856 ▼-36.7%79,5821.4%FinanceAMZNAmazon.com$1,755,120$1,755,120 ▲New Holding8,0001.1%Retail/WholesaleGOOGAlphabet$1,419,120$1,631,988 ▼-53.5%8,0000.9%Computer and TechnologyIMXIInternational Money Express$1,311,700$271,441 ▼-17.1%130,0000.8%Business ServicesSPGIS&P Global$395,4680.0%7500.3%FinanceSGOLabrdn Physical Gold Shares ETF$353,5400.0%11,0000.2%ETFTFPMTriple Flag Precious Metals$353,2890.0%14,9130.2%Basic MaterialsMETALLA ROYALTY & STREAMING$138,2400.0%36,0000.1%COM NEWBSMBlack Stone Minerals$130,8000.0%10,0000.1%EnergyDFSDiscover Financial Services$0$10,632,334 ▼-100.0%00.0%FinanceAPPLOVIN CORP$0$666,363 ▼-100.0%00.0%COM CL AShowing 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. 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