Lb Partners LLC Top Holdings and 13F Report (2026) About Lb Partners LLCInvestment ActivityLb Partners LLC has $111.54 million in total holdings as of March 31, 2026.Lb Partners LLC owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 24.45% of the portfolio was purchased this quarter.About 12.67% of the portfolio was sold this quarter.This quarter, Lb Partners LLC has purchased 25 new stocks and bought additional shares in 6 stocks.Lb Partners LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings REMITLY GLOBAL INC $23,962,486Capital One Financial $12,780,316Millicom International Cellular $10,716,420American Express $9,074,400Sprout Social $8,612,580 Largest New Holdings this Quarter 722304102 - PDD $2,247,960 Holding337738108 - FISERV INC $1,506,600 Holding595112103 - Micron Technology $1,351,360 Holding82452J109 - Shift4 Payments $1,311,900 HoldingG0896C103 - BBB FOODS INC $1,237,950 Holding Largest Purchases this Quarter Sprout Social 893,502 shares (about $5.09M)REMITLY GLOBAL INC 280,307 shares (about $4.39M)Gogo 654,034 shares (about $2.63M)PDD 22,000 shares (about $2.25M)NIQ GLOBAL INTELLIGENCE PLC 155,000 shares (about $1.76M) Largest Sales this Quarter Millicom International Cellular 89,000 shares (about $6.67M)International Money Express 120,000 shares (about $1.90M)FRP 67,100 shares (about $1.47M)Liberty Broadband 20,000 shares (about $1.01M)GitLab 41,077 shares (about $888.91K) 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 PortfolioSectorREMITLY GLOBAL INC$23,962,486$4,392,411 â–²22.4%1,529,19521.5%COMCOFCapital One Financial$12,780,316$1,094,580 â–²9.4%70,05611.5%FinanceTIGOMillicom International Cellular$10,716,420$6,669,660 â–¼-38.4%143,0009.6%Computer and TechnologyAXPAmerican Express$9,074,400$604,960 â–¼-6.3%30,0008.1%FinanceSPTSprout Social$8,612,580$5,092,961 â–²144.7%1,510,9797.7%Computer and TechnologyLPROOpen Lending$6,751,051$187,500 â–²2.9%5,400,8416.1%FinanceGOOGLAlphabet$5,463,6400.0%19,0004.9%Computer and TechnologyNIQ GLOBAL INTELLIGENCE PLC$4,544,589$1,762,350 â–²63.3%399,7004.1%ORDINARY SHARESOPFIOppFi$3,855,0000.0%500,0003.5%Business ServicesGOGOGogo$3,232,217$2,629,217 â–²436.0%804,0342.9%Computer and TechnologyGOOGAlphabet$2,294,8800.0%8,0002.1%Computer and TechnologyPDDPDD$2,247,960$2,247,960 â–²New Holding22,0002.0%Retail/WholesaleAMZNAmazon.com$1,666,1600.0%8,0001.5%Retail/WholesaleKKRKKR & Co. Inc.$1,581,7500.0%17,1001.4%FinanceFISERV INC$1,506,600$1,506,600 â–²New Holding27,0001.4%COMMUMicron Technology$1,351,360$1,351,360 â–²New Holding4,0001.2%Computer and TechnologyFOURShift4 Payments$1,311,900$1,311,900 â–²New Holding30,0001.2%Business ServicesGTLBGitLab$1,298,400$888,906 â–¼-40.6%60,0001.2%Computer and TechnologyBBB FOODS INC$1,237,950$1,237,950 â–²New Holding35,0001.1%CL A COMNVDANVIDIA$1,046,400$1,046,400 â–²New Holding6,0000.9%Computer and TechnologyLBRDKLiberty Broadband$909,173$1,006,001 â–¼-52.5%18,0750.8%Consumer DiscretionaryPYPLPayPal$904,600$904,600 â–²New Holding20,0000.8%Business ServicesGPNGlobal Payments$673,000$673,000 â–²New Holding10,0000.6%Business ServicesNOWServiceNow$627,300$627,300 â–²New Holding6,0000.6%Computer and TechnologyTFPMTriple Flag Precious Metals$517,6300.0%14,9130.5%Basic MaterialsDVNDevon Energy$503,200$503,200 â–²New Holding10,0000.5%EnergySGOLabrdn Physical Gold Shares ETF$490,8200.0%11,0000.4%ETFGCI LIBERTY INC$402,4260.0%10,8150.4%COM SER CIMXIInternational Money Express$363,400$1,896,000 â–¼-83.9%23,0000.3%Business ServicesSPGIS&P Global$319,0050.0%7500.3%FinanceCVXChevron$289,660$289,660 â–²New Holding1,4000.3%EnergyMTAMetalla Royalty & Streaming$238,6800.0%36,0000.2%Basic MaterialsOXYOccidental Petroleum$221,000$221,000 â–²New Holding3,4000.2%EnergyFRPHFRP$209,654$1,468,147 â–¼-87.5%9,5820.2%FinanceBSMBlack Stone Minerals$151,2000.0%10,0000.1%EnergyMFICMidCap Financial Investment$112,400$112,400 â–²New Holding10,0000.1%FinanceCABLE ONE INC$75,000$75,000 â–²New Holding100,0000.1%NOTE 1.125% 3/1THRYThryv$0$1,510,715 â–¼-100.0%00.0%Computer and TechnologyWUWestern Union$0$93,100 â–¼-100.0%00.0%Business ServicesShowing 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 Email Me a Login Link 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.
