Investor
LB Partners LLC
CIK 0002007877 · filed 2026-02-17 · SEC filing
13F book
$108.4M
Positions
25
Largest name
15.9%
Remitly Global, Inc. · RELY
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Remitly Global, Inc. | RELY | 1.25M | $17.2M | 15.9% | — | Held |
| Capital One Finl Corp | — | 64.1K | $15.5M | 14.3% | — | Held |
| Millicom Intl Cellular S A | — | 232K | $12.9M | 11.9% | — | Held |
| American Express Co | AXP | 32K | $11.8M | 10.9% | — | Held |
| Open Lending Corp | LPRO | 5.25M | $8.14M | 7.5% | — | Held |
| Sprout Social, Inc. | SPT | 617.5K | $6.96M | 6.4% | — | Held |
| Alphabet Inc | — | 19K | $5.95M | 5.5% | — | Held |
| OppFi Inc. | OPFI | 500K | $5.23M | 4.8% | — | Held |
| Niq Global Intelligence Plc | NIQ | 244.7K | $4.04M | 3.7% | — | Held |
| Gitlab Inc. | GTLB | 101.1K | $3.79M | 3.5% | — | Held |
| Alphabet Inc | — | 8K | $2.51M | 2.3% | — | Held |
| International Mny Express In | IMXI | 143K | $2.2M | 2.0% | — | Held |
| Kkr & Co Inc | — | 17.1K | $2.18M | 2.0% | — | Held |
| Liberty Broadband Corp | — | 38.1K | $1.85M | 1.7% | — | Held |
| Amazon Com Inc | AMZN | 8K | $1.85M | 1.7% | — | Held |
| Frp Hldgs Inc | — | 76.7K | $1.75M | 1.6% | — | Held |
| Thryv Hldgs Inc | — | 249.7K | $1.51M | 1.4% | — | Held |
| Gogo Inc. | GOGO | 150K | $699K | 0.6% | — | Held |
| Triple Flag Precious Metal | — | 14.9K | $495.4K | 0.5% | — | Held |
| Etfs Gold Tr | — | 11K | $451.9K | 0.4% | — | Held |
| Gci Liberty Inc | — | 10.8K | $402.4K | 0.4% | — | Held |
| S&P Global Inc. | SPGI | 750 | $391.9K | 0.4% | — | Held |
| Metalla Rty & Streaming Ltd | — | 36K | $280.1K | 0.3% | — | Held |
| Black Stone Minerals, L.P. | BSM | 10K | $132.9K | 0.1% | — | Held |
| Western Un Co | — | 10K | $93.1K | 0.1% | — | Held |
Positions as of Q4 2025. 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.