LB Partners LLC
LB Partners LLC reported 34 holdings worth US$147M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
LB Partners LLC reported 34 holdings worth US$147M as of Jun 30, 2026. Largest: Remitly Global, Inc., Open Lending Corporation and Capital One Financial Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$147M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Remitly Global, Inc. | 1.27M | US$28.4M | 19.4% |
| Open Lending Corporation | 4.85M | US$15.1M | 10.3% |
| Capital One Financial Corporation | 70,056 | US$14.1M | 9.6% |
| American Express Company | 30,000 | US$10.1M | 6.9% |
| Alphabet Inc (google) Class C | 26,910 | US$9.62M | 6.6% |
| Micron Technology, Inc. | 6,000 | US$6.93M | 4.7% |
| Oppfi Inc. | 633K | US$6.28M | 4.3% |
| Shift4 Payments, Inc. | 96,000 | US$4.67M | 3.2% |
| Toast, Inc. | 155K | US$4.31M | 2.9% |
| Liberty Broadband Corporation | 110K | US$3.66M | 2.5% |
| Sprout Social, Inc | 480K | US$3.62M | 2.5% |
| Gogo Inc. | 683K | US$2.12M | 1.4% |
| Amazon.com, Inc. | 8,000 | US$1.91M | 1.3% |
| Nvidia Corporation | 8,000 | US$1.6M | 1.1% |
| Kkr & Co. Inc. | 17,100 | US$1.57M | 1.1% |
| Bbb Foods Inc. | 35,000 | US$1.46M | 0.99% |
| Paypal Holdings, Inc. | 22,500 | US$972K | 0.66% |
| Triple Flag Precious Metals Corp. | 14,913 | US$447K | 0.30% |
| Devon Energy Corporation | 10,000 | US$413K | 0.28% |
| Factset Research Systems Inc. | 1,685 | US$388K | 0.26% |
| International Money Express, Inc. | 23,000 | US$332K | 0.23% |
| S&p Global Inc. | 750 | US$305K | 0.21% |
| Metalla Royalty & Streaming Ltd. | 36,000 | US$274K | 0.19% |
| Frp Holdings, Inc. | 9,582 | US$239K | 0.16% |
| Chevron Corporation | 1,400 | US$232K | 0.16% |
| Black Stone Minerals, L.p. | 10,000 | US$140K | 0.10% |
| Midcap Financial Investment Corporation | 12,000 | US$121K | 0.08% |
| Fs Kkr Capital Corp. | 11,164 | US$117K | 0.08% |
| Fiserv, Inc. | 0 | US$0 | 0.00% |
| Gci Liberty, Inc. - Series A Gci Group | 0 | US$0 | 0.00% |
| Gitlab Inc. | 0 | US$0 | 0.00% |
| Global Payments Inc. | 0 | US$0 | 0.00% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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