Lb Partners LLC Top Holdings and 13F Report (2024) → The A.I. story nobody is telling you (Read ASAP) (From TradeSmith) (Ad) About Lb Partners LLCInvestment ActivityLb Partners LLC has $98.03 million in total holdings as of March 31, 2024.Lb Partners LLC owns shares of 22 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 27.38% of the portfolio was purchased this quarter.About 21.96% of the portfolio was sold this quarter.This quarter, Lb Partners LLC has purchased 27 new stocks and bought additional shares in 4 stocks.Lb Partners LLC sold shares of 4 stocks and completely divested from 8 stocks this quarter.Largest Holdings WideOpenWest $23,353,167Gogo $16,643,421Millicom International Cellular $10,115,000American Express $7,286,080Alibaba Group $5,499,360 Largest New Holdings this Quarter Discover Financial Services $5,092,847 HoldingLiberty Broadband $2,861,500 HoldingSPROUT SOCIAL INC $817,275 Holding Largest Purchases this Quarter WideOpenWest 3,475,190 shares (about $12.58M)Discover Financial Services 38,850 shares (about $5.09M)Gogo 448,918 shares (about $3.94M)Liberty Broadband 50,000 shares (about $2.86M)OppFi 589,022 shares (about $1.47M) Largest Sales this Quarter Spotify Technology 11,000 shares (about $2.90M)American Express 8,000 shares (about $1.82M)Black Stone Minerals 23,018 shares (about $367.83K)Elastic 2,500 shares (about $250.60K) 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$23,353,167$12,580,188 ▲116.8%6,451,15123.8%Consumer DiscretionaryGOGOGogo$16,643,421$3,941,500 ▲31.0%1,895,60617.0%Computer and TechnologyTIGOMillicom International Cellular$10,115,0000.0%500,00010.3%Computer and TechnologyAXPAmerican Express$7,286,080$1,821,520 ▼-20.0%32,0007.4%FinanceBABAAlibaba Group$5,499,360$72,360 ▲1.3%76,0005.6%Retail/WholesaleDFSDiscover Financial Services$5,092,847$5,092,847 ▲New Holding38,8505.2%FinanceLQDALiquidia$4,173,4680.0%282,9474.3%MedicalFRPHFRP$3,862,1210.0%62,9013.9%FinanceSPOTSpotify Technology$3,694,600$2,902,900 ▼-44.0%14,0003.8%Business ServicesGOOGLAlphabet$2,867,6700.0%19,0002.9%Computer and TechnologyLBRDKLiberty Broadband$2,861,500$2,861,500 ▲New Holding50,0002.9%Consumer DiscretionaryGOOGAlphabet$2,618,8720.0%17,2002.7%Computer and TechnologyBSMBlack Stone Minerals$2,377,824$367,828 ▼-13.4%148,8002.4%Oils/EnergyOPFIOppFi$2,272,555$1,472,555 ▲184.1%909,0222.3%Business ServicesKKRKKR & Co. Inc.$1,719,9180.0%17,1001.8%FinanceSDSandRidge Energy$1,140,8310.0%78,3001.2%Oils/EnergySPROUT SOCIAL INC$817,275$817,275 ▲New Holding1,9230.8%PUTESTCElastic$751,800$250,600 ▼-25.0%7,5000.8%Business ServicesSPGIS&P Global$319,0880.0%7500.3%Business ServicesSGOLabrdn Physical Gold Shares ETF$233,6400.0%11,0000.2%ETFTFPMTriple Flag Precious Metals$215,4930.0%14,9130.2%Basic MaterialsMETALLA RTY & STREAMING LTD$111,9600.0%36,0000.1%COM NEWRELYRemitly Global$0$5,631,800 ▼-100.0%00.0%Business ServicesCHTRCharter Communications$0$3,886,800 ▼-100.0%00.0%Consumer DiscretionarySAVESpirit Airlines$0$3,148,011 ▼-100.0%00.0%TransportationATUSAltice USA$0$1,636,375 ▼-100.0%00.0%Computer and TechnologyTHRYThryv$0$1,017,500 ▼-100.0%00.0%Computer and TechnologyARAntero Resources$0$453,600 ▼-100.0%00.0%Oils/EnergyAGNCAGNC Investment$0$235,100 ▼-100.0%00.0%FinanceSPXUProShares UltraPro Short S&P 500$0$172,000 ▼-100.0%00.0%ETF 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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