JNE Partners LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
JNE Partners LLP disclosed 7 US equity positions worth $192.0m in its Q1 2025 13F filing. The largest position was LIBERTY MEDIA CORP DEL at 46.2% of the reported book, followed by LIBERTY BROADBAND CORP and BATRK. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 7 holdings.
What did JNE Partners LLP own in Q1 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | 46.2% | $88.6m | 1,300,890 | 0% | held | |
| 2 | LIBERTY BROADBAND CORP | 28.1% | $54.0m | 635,155 | 0% | held | |
| 3 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 15.0% | $28.9m | 721,141 | 0% | held |
| 4 | LIBERTY MEDIA CORP DEL | 8.4% | $16.1m | 240,121 | 7068% | added | |
| 5 | NG NOVAGOLD RES INC | Basic Materials | 2.0% | $3.8m | 1,307,396 | 0% | held |
| 6 | 8L8C LIBERTY BROADBAND CORP | 0.2% | $471.2k | 5,540 | 0% | held | |
| 7 | WALDENCAST PLC | 0.0% | $43.7k | 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.