JNE Partners LLP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
JNE Partners LLP disclosed 7 US equity positions worth $168.4m in its Q4 2024 13F filing. The largest position was LIBERTY MEDIA CORP DEL at 52.6% of the reported book, followed by LIBERTY BROADBAND CORP and BATRK. Against the Q3 2024 filing, it opened 3 new positions, added to 1 and reduced 0 among the top 7 holdings.
What did JNE Partners LLP own in Q4 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | 52.6% | $88.5m | 1,300,890 | 28% | added | |
| 2 | LIBERTY BROADBAND CORP | 28.0% | $47.2m | 635,155 | – | new | |
| 3 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 16.4% | $27.6m | 721,141 | 0% | held |
| 4 | NG NOVAGOLD RES INC | Basic Materials | 2.6% | $4.4m | 1,307,396 | 0% | held |
| 5 | 8L8C LIBERTY BROADBAND CORP | 0.2% | $414.2k | 5,540 | – | new | |
| 6 | LIBERTY MEDIA CORP DEL | 0.1% | $222.1k | 3,350 | – | new | |
| 7 | WALDENCAST PLC | 0.0% | $56.7k | 333,333 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.