Lb Partners LLC Top Holdings and 13F Report (2024)

About Lb Partners LLC

Investment Activity

  • Lb Partners LLC has $91.18 million in total holdings as of December 31, 2023.
  • Lb Partners LLC owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.

Largest Holdings

Gogo
$14,654,949
WideOpenWest
$12,052,642
American Express
$7,493,600
Alibaba Group
$5,813,250

Sector Allocation

Map of 500 Largest Holdings ofLb Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Gogo Inc. stock logo
GOGO
Gogo
$14,654,9491,446,68816.1%Computer and Technology
WideOpenWest, Inc. stock logo
WOW
WideOpenWest
$12,052,6422,975,96113.2%Consumer Discretionary
Millicom International Cellular S.A. stock logo
TIGO
Millicom International Cellular
$9,000,000500,0009.9%Computer and Technology
American Express stock logo
AXP
American Express
$7,493,60040,0008.2%Finance
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$5,813,25075,0006.4%Retail/Wholesale
Remitly Global, Inc. stock logo
RELY
Remitly Global
$5,631,800290,0006.2%Business Services
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$4,697,75025,0005.2%Business Services
FRP Holdings, Inc. stock logo
FRPH
FRP
$3,955,21562,9014.3%Finance
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$3,886,80010,0004.3%Consumer Discretionary
Liquidia Co. stock logo
LQDA
Liquidia
$3,403,852282,9473.7%Medical
Spirit Airlines, Inc. stock logo
SAVE
Spirit Airlines
$3,148,011192,0693.5%Transportation
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$2,742,215171,8183.0%Oils/Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,654,11019,0002.9%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,423,99617,2002.7%Computer and Technology
OppFi Inc. stock logo
OPFI
OppFi
$1,638,400320,0001.8%Business Services
Altice USA, Inc. stock logo
ATUS
Altice USA
$1,636,375503,5001.8%Computer and Technology
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$1,416,73517,1001.6%Finance
Elastic stock logo
ESTC
Elastic
$1,127,00010,0001.2%Business Services
SandRidge Energy, Inc. stock logo
SD
SandRidge Energy
$1,070,36178,3001.2%Oils/Energy
Thryv Holdings, Inc. stock logo
THRY
Thryv
$1,017,50050,0001.1%Computer and Technology
Antero Resources Co. stock logo
AR
Antero Resources
$453,60020,0000.5%Oils/Energy
S&P Global Inc. stock logo
SPGI
S&P Global
$330,3907500.4%Business Services
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
$235,10010,0000.3%Finance
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$217,14011,0000.2%ETF
Triple Flag Precious Metals Corp. stock logo
TFPM
Triple Flag Precious Metals
$198,49214,9130.2%Basic Materials
ProShares UltraPro Short S&P 500 stock logo
SPXU
ProShares UltraPro Short S&P 500
$172,00020,0000.2%ETF
METALLA RTY & STREAMING LTD
$110,88036,0000.1%COM NEW

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: