Lb Partners LLC Top Holdings and 13F Report (2026) About Lb Partners LLCInvestment ActivityLb Partners LLC has $153.78 million in total holdings as of September 30, 2026.Lb Partners LLC owns shares of 38 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 13.53% of the portfolio was purchased this quarter.About 14.38% of the portfolio was sold this quarter.This quarter, Lb Partners LLC has purchased 34 new stocks and bought additional shares in 7 stocks.Lb Partners LLC sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings NIQ GLOBAL INTELLIGENCE PLC $34,567,178REMITLY GLOBAL INC $27,039,124Capital One Financial $13,525,712American Express $9,123,000OppFi $8,999,775 Largest New Holdings this Quarter 16119P108 - Charter Communications $4,315,895 Holding464286772 - iShares MSCI South Korea ETF $1,827,800 Holding81762P102 - ServiceNow $1,072,080 Holding86508F102 - SUJA LIFE INC $971,000 Holding95058W100 - Wendy's $733,700 Holding Largest Purchases this Quarter OppFi 860,000 shares (about $5.19M)Charter Communications 38,917 shares (about $4.32M)Shift4 Payments 60,500 shares (about $2.19M)iShares MSCI South Korea ETF 10,000 shares (about $1.83M)NIQ GLOBAL INTELLIGENCE PLC 100,000 shares (about $1.70M) Largest Sales this Quarter Millicom International Cellular 8,000 shares (about $697.12K)REMITLY GLOBAL INC 937 shares (about $20.00K) 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 PortfolioSectorNIQ GLOBAL INTELLIGENCE PLC$34,567,178$1,701,000 ▲5.2%2,032,16822.5%ORDINARY SHARESREMITLY GLOBAL INC$27,039,124$19,996 ▼-0.1%1,267,06317.6%COMCOFCapital One Financial$13,525,7120.0%70,0568.8%FinanceAXPAmerican Express$9,123,0000.0%30,0005.9%FinanceOPFIOppFi$8,999,775$5,185,800 ▲136.0%1,492,5005.9%FinanceMUMicron Technology$6,816,704$426,044 ▲6.7%6,4004.4%TechnologyGOOGLAlphabet$6,537,5200.0%19,0004.3%Communication ServicesTIGOMillicom International Cellular$6,012,660$697,120 ▼-10.4%69,0003.9%Communication ServicesSPTSprout Social$6,005,941$1,318,950 ▲28.1%614,7333.9%TechnologyFOURShift4 Payments$5,660,605$2,188,285 ▲63.0%156,5003.7%FinanceTOSTToast$4,493,4500.0%155,0002.9%FinanceCHTRCharter Communications$4,315,895$4,315,895 ▲New Holding38,9172.8%Communication ServicesGOOGAlphabet$2,725,9200.0%8,0001.8%Communication ServicesAMZNAmazon.com$1,993,2000.0%8,0001.3%Consumer DiscretionaryGOGOGogo$1,952,342$483,750 ▲32.9%908,0661.3%Communication ServicesBBB FOODS INC$1,842,4000.0%35,0001.2%CL A COMEWYiShares MSCI South Korea ETF$1,827,800$1,827,800 ▲New Holding10,0001.2%ETFNVDANVIDIA$1,827,0400.0%8,0001.2%TechnologyKKRKKR & Co. Inc.$1,561,2300.0%17,1001.0%FinanceNOWServiceNow$1,072,080$1,072,080 ▲New Holding8,0000.7%TechnologySUJA LIFE INC$971,000$971,000 ▲New Holding100,0000.6%COM SHS CL AWENWendy's$733,700$733,700 ▲New Holding115,0000.5%Consumer DiscretionaryDVNDevon Energy$460,4000.0%10,0000.3%EnergyTFPMTriple Flag Precious Metals$459,4700.0%14,9130.3%MaterialsFDSFactSet Research Systems$454,8660.0%1,6850.3%FinanceSGOLabrdn Physical Gold Shares ETF$435,1600.0%11,0000.3%ETFMTAMetalla Royalty & Streaming$339,1200.0%36,0000.2%MaterialsFRPHFRP$303,451$104,050 ▲52.2%14,5820.2%Real EstateSPGIS&P Global$295,8530.0%7500.2%FinanceCVXChevron$285,8940.0%1,4000.2%EnergyIMXIInternational Money Express$266,3400.0%23,0000.2%FinancePMTPennyMac Mortgage Investment Trust$176,400$176,400 ▲New Holding10,5000.1%FinanceELMEElme Communities$174,000$174,000 ▲New Holding100,0000.1%FinanceBSMBlack Stone Minerals$143,2000.0%10,0000.1%EnergyFSKFS KKR Capital$122,6920.0%11,1640.1%FinanceSITE CTRS CORP$121,320$121,320 ▲New Holding36,0000.1%COMMFICMidCap Financial Investment$104,8800.0%12,0000.1%FinanceCABLE ONE INC$32,9870.0%100,0000.0%NOTE 1.125% 3/1LPROOpen Lending$0$15,086,116 ▼-100.0%00.0%FinanceLBRDKLiberty Broadband$0$3,661,095 ▼-100.0%00.0%Communication ServicesPDDPDD$0$1,678,160 ▼-100.0%00.0%Consumer DiscretionaryPYPLPayPal$0$971,550 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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