Lb Partners LLC Top Holdings and 13F Report (2026) About Lb Partners LLCInvestment ActivityLb Partners LLC has $146.65 million in total holdings as of June 30, 2026.Lb Partners LLC owns shares of 34 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 20.16% of the portfolio was purchased this quarter.About 18.03% of the portfolio was sold this quarter.This quarter, Lb Partners LLC has purchased 37 new stocks and bought additional shares in 8 stocks.Lb Partners LLC sold shares of 5 stocks and completely divested from 6 stocks this quarter.Largest Holdings REMITLY GLOBAL INC $28,415,880NIQ GLOBAL INTELLIGENCE PLC $18,065,771Open Lending $15,086,116Capital One Financial $14,054,635American Express $10,147,500 Largest New Holdings this Quarter 888787108 - Toast $4,312,100 Holding303075105 - FactSet Research Systems $387,685 Holding302635206 - FS KKR Capital $117,222 Holding Largest Purchases this Quarter NIQ GLOBAL INTELLIGENCE PLC 1,532,468 shares (about $14.33M)Toast 155,000 shares (about $4.31M)Shift4 Payments 66,000 shares (about $3.21M)Liberty Broadband 92,000 shares (about $3.06M)Micron Technology 2,000 shares (about $2.31M) Largest Sales this Quarter Sprout Social 1,031,246 shares (about $7.79M)Millicom International Cellular 66,000 shares (about $5.99M)REMITLY GLOBAL INC 261,195 shares (about $5.85M)Open Lending 550,000 shares (about $1.71M)Gogo 120,968 shares (about $375.00K) 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$28,415,880$5,853,380 â–¼-17.1%1,268,00019.4%COMNIQ GLOBAL INTELLIGENCE PLC$18,065,771$14,328,576 â–²383.4%1,932,16812.3%ORDINARY SHARESLPROOpen Lending$15,086,116$1,710,500 â–¼-10.2%4,850,84110.3%FinanceCOFCapital One Financial$14,054,6350.0%70,0569.6%FinanceAXPAmerican Express$10,147,5000.0%30,0006.9%FinanceTIGOMillicom International Cellular$6,988,520$5,990,160 â–¼-46.2%77,0004.8%Communication ServicesMUMicron Technology$6,925,740$2,308,580 â–²50.0%6,0004.7%TechnologyGOOGLAlphabet$6,790,0300.0%19,0004.6%Communication ServicesOPFIOppFi$6,280,725$1,315,725 â–²26.5%632,5004.3%FinanceFOURShift4 Payments$4,669,440$3,210,240 â–²220.0%96,0003.2%FinanceTOSTToast$4,312,100$4,312,100 â–²New Holding155,0002.9%FinanceLBRDKLiberty Broadband$3,661,095$3,059,920 â–²509.0%110,0752.5%Communication ServicesSPTSprout Social$3,621,984$7,785,907 â–¼-68.3%479,7332.5%TechnologyGOOGAlphabet$2,826,6400.0%8,0001.9%Communication ServicesGOGOGogo$2,117,505$375,001 â–¼-15.0%683,0661.4%Communication ServicesAMZNAmazon.com$1,906,7200.0%8,0001.3%Consumer DiscretionaryPDDPDD$1,678,1600.0%22,0001.1%Consumer DiscretionaryNVDANVIDIA$1,600,720$400,180 â–²33.3%8,0001.1%TechnologyKKRKKR & Co. Inc.$1,569,4380.0%17,1001.1%FinanceBBB FOODS INC$1,458,4500.0%35,0001.0%CL A COMPYPLPayPal$971,550$107,950 â–²12.5%22,5000.7%FinanceTFPMTriple Flag Precious Metals$446,9430.0%14,9130.3%MaterialsSGOLabrdn Physical Gold Shares ETF$420,5300.0%11,0000.3%ETFDVNDevon Energy$413,2000.0%10,0000.3%EnergyFDSFactSet Research Systems$387,685$387,685 â–²New Holding1,6850.3%FinanceIMXIInternational Money Express$332,3500.0%23,0000.2%FinanceSPGIS&P Global$305,4450.0%7500.2%FinanceMTAMetalla Royalty & Streaming$273,9600.0%36,0000.2%MaterialsFRPHFRP$239,4540.0%9,5820.2%Real EstateCVXChevron$232,0640.0%1,4000.2%EnergyBSMBlack Stone Minerals$139,7000.0%10,0000.1%EnergyMFICMidCap Financial Investment$120,960$20,160 â–²20.0%12,0000.1%FinanceFSKFS KKR Capital$117,222$117,222 â–²New Holding11,1640.1%FinanceCABLE ONE INC$67,5000.0%100,0000.0%NOTE 1.125% 3/1FISERV INC$0$1,506,600 â–¼-100.0%00.0%COMGTLBGitLab$0$1,298,400 â–¼-100.0%00.0%TechnologyGPNGlobal Payments$0$673,000 â–¼-100.0%00.0%FinanceNOWServiceNow$0$627,300 â–¼-100.0%00.0%TechnologyGCI LIBERTY INC$0$402,426 â–¼-100.0%00.0%COM SER COXYOccidental Petroleum$0$221,000 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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