Investor
LB Partners LLC
CIK 0002007877 · filed 2026-04-24 · SEC filing
13F book
$111.5M
Positions
37
14 new · 2 sold
Largest name
21.5%
Remitly Global, Inc. · RELY
Est. mark
−$10.9M
Price effect on 23 names still held. Flow $14.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Remitly Global, Inc. | RELY | 1.53M | $24M | 21.5% | $2.34M | Added$6.73M |
| Capital One Finl Corp | — | 70.1K | $12.8M | 11.5% | −$3.84M | Added−$2.74M |
| Millicom Intl Cellular S A | — | 143K | $10.7M | 9.6% | $2.79M | Cut−$2.15M |
| American Express Co | AXP | 30K | $9.07M | 8.1% | −$2.02M | Cut−$2.76M |
| Sprout Social, Inc. | SPT | 1.51M | $8.61M | 7.7% | −$3.44M | Added$1.65M |
| Open Lending Corp | LPRO | 5.4M | $6.75M | 6.1% | −$1.58M | Added−$1.39M |
| Alphabet Inc | — | 19K | $5.46M | 4.9% | −$483.4K | Held |
| Niq Global Intelligence Plc | NIQ | 399.7K | $4.54M | 4.1% | −$1.25M | Added$509.5K |
| OppFi Inc. | OPFI | 500K | $3.85M | 3.5% | −$1.38M | Held |
| Gogo Inc. | GOGO | 804K | $3.23M | 2.9% | −$96K | Added$2.53M |
| Alphabet Inc | — | 8K | $2.29M | 2.1% | −$215.5K | Held |
| PDD Holdings Inc. | PDD | 22K | $2.25M | 2.0% | — | New |
| Amazon Com Inc | AMZN | 8K | $1.67M | 1.5% | −$180.4K | Held |
| Kkr & Co Inc | — | 17.1K | $1.58M | 1.4% | −$598.2K | Held |
| Fiserv Inc | FISV | 27K | $1.51M | 1.4% | — | New |
| Micron Technology Inc | MU | 4K | $1.35M | 1.2% | — | New |
| Shift4 Pmts Inc | — | 30K | $1.31M | 1.2% | — | New |
| Gitlab Inc. | GTLB | 60K | $1.3M | 1.2% | −$953.4K | Cut−$2.5M |
| Bbb Foods Inc | TBBB | 35K | $1.24M | 1.1% | — | New |
| Nvidia Corp | NVDA | 6K | $1.05M | 0.9% | — | New |
| Liberty Broadband Corp | — | 18.1K | $909.2K | 0.8% | $30.7K | Cut−$941.3K |
| Paypal Hldgs Inc | — | 20K | $904.6K | 0.8% | — | New |
| Global Pmts Inc | — | 10K | $673K | 0.6% | — | New |
| ServiceNow, Inc. | NOW | 6K | $627.3K | 0.6% | — | New |
| Triple Flag Precious Metal | — | 14.9K | $517.6K | 0.5% | $22.2K | Held |
| Devon Energy Corp New | — | 10K | $503.2K | 0.5% | — | New |
| Etfs Gold Tr | — | 11K | $490.8K | 0.4% | $38.9K | Held |
| Gci Liberty Inc | — | 10.8K | $402.4K | 0.4% | $0 | Held |
| International Mny Express In | IMXI | 23K | $363.4K | 0.3% | $10.1K | Cut−$1.83M |
| S&P Global Inc. | SPGI | 750 | $319K | 0.3% | −$72.9K | Held |
| Chevron Corp New | CVX | 1.4K | $289.7K | 0.3% | — | New |
| Metalla Rty & Streaming Ltd | — | 36K | $238.7K | 0.2% | −$41.4K | Held |
| Occidental Pete Corp | — | 3.4K | $221K | 0.2% | — | New |
| Frp Hldgs Inc | — | 9.58K | $209.7K | 0.2% | −$8.72K | Cut−$1.54M |
| Black Stone Minerals, L.P. | BSM | 10K | $151.2K | 0.1% | $18.3K | Held |
| Midcap Financial Invstmnt Co | — | 10K | $112.4K | 0.1% | — | New |
| Cable One, Inc. | CABO | 100K | $75K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.