JNE Partners LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
JNE Partners LLP disclosed 8 US equity positions worth $248.7m in its Q2 2025 13F filing. The largest position was LIBERTY MEDIA CORP DEL at 42.5% of the reported book, followed by LIBERTY BROADBAND CORP and BATRK. Against the Q1 2025 filing, it opened 1 new position, added to 0 and reduced 0 among the top 8 holdings.
What did JNE Partners LLP own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | 42.5% | $105.6m | 1,300,890 | 0% | held | |
| 2 | LIBERTY BROADBAND CORP | 25.0% | $62.1m | 635,155 | 0% | held | |
| 3 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 13.6% | $33.7m | 721,141 | 0% | held |
| 4 | BIO BIO RAD LABS INC | Healthcare | 8.9% | $22.2m | 92,100 | – | new |
| 5 | LIBERTY MEDIA CORP DEL | 7.7% | $19.1m | 240,121 | 0% | held | |
| 6 | NG NOVAGOLD RES INC | Basic Materials | 2.2% | $5.3m | 1,307,396 | 0% | held |
| 7 | 8L8C LIBERTY BROADBAND CORP | 0.2% | $545.0k | 5,540 | 0% | held | |
| 8 | WALDENCAST PLC | 0.0% | $32.3k | 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.