Lb Partners LLC Top Holdings and 13F Report (2025) About Lb Partners LLCInvestment ActivityLb Partners LLC has $138.97 million in total holdings as of March 31, 2025.Lb Partners LLC owns shares of 22 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.46% of the portfolio was purchased this quarter.About 3.17% of the portfolio was sold this quarter.This quarter, Lb Partners LLC has purchased 21 new stocks and bought additional shares in 5 stocks.Lb Partners LLC sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings WideOpenWest $35,946,382Gogo $20,282,940Millicom International Cellular $15,906,853REMITLY GLOBAL INC $11,866,689Discover Financial Services $10,632,334 Largest New Holdings this Quarter 46005L101 - International Money Express $1,973,827 Holding03831W108 - APPLOVIN CORP $666,363 Holding59124U605 - METALLA ROYALTY & STREAMING $103,320 Holding Largest Purchases this Quarter Discover Financial Services 16,500 shares (about $2.79M)International Money Express 156,902 shares (about $1.97M)WideOpenWest 288,678 shares (about $1.41M)Gogo 142,887 shares (about $1.23M)DigitalBridge Group 85,000 shares (about $746.30K) Largest Sales this Quarter OppFi 244,000 shares (about $2.23M) 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$35,946,382$1,410,192 ▲4.1%7,358,52225.9%Consumer DiscretionaryGOGOGogo$20,282,940$1,225,970 ▲6.4%2,363,97914.6%Computer and TechnologyTIGOMillicom International Cellular$15,906,853$61,072 ▲0.4%520,92311.4%Computer and TechnologyREMITLY GLOBAL INC$11,866,6890.0%573,2708.5%COMDFSDiscover Financial Services$10,632,334$2,791,305 ▲35.6%62,8507.7%FinanceAXPAmerican Express$8,557,1200.0%32,0006.2%FinanceLBRDKLiberty Broadband$6,618,0270.0%78,0754.8%Consumer DiscretionaryOPFIOppFi$5,547,930$2,233,820 ▼-28.7%606,0004.0%Business ServicesFRPHFRP$3,610,5170.0%125,8022.6%FinanceGOOGLAlphabet$2,962,2900.0%19,0002.1%Computer and TechnologyLQDALiquidia$2,948,0000.0%200,0002.1%MedicalDBRGDigitalBridge Group$2,941,300$746,300 ▲34.0%335,0002.1%FinanceGOOGAlphabet$2,709,0000.0%17,2001.9%Computer and TechnologyTHRYThryv$2,544,2420.0%199,7051.8%Computer and TechnologyKKRKKR & Co. Inc.$2,000,3580.0%17,1001.4%FinanceIMXIInternational Money Express$1,973,827$1,973,827 ▲New Holding156,9021.4%Business ServicesAPPLOVIN CORP$666,363$666,363 ▲New Holding2,5000.5%COM CL ASPGIS&P Global$382,3130.0%7500.3%Business ServicesSGOLabrdn Physical Gold Shares ETF$328,5910.0%11,0000.2%ETFTFPMTriple Flag Precious Metals$284,3160.0%14,9130.2%Basic MaterialsBSMBlack Stone Minerals$152,9500.0%10,0000.1%EnergyMETALLA ROYALTY & STREAMING$103,320$103,320 ▲New Holding36,0000.1%COM NEWOKTAOkta$0$1,182,000 ▼-100.0%00.0%Computer and TechnologyESTCElastic$0$990,800 ▼-100.0%00.0%Computer and TechnologyShowing 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.
