JNE Partners LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
JNE Partners LLP disclosed 8 US equity positions worth $234.9m in its Q3 2025 13F filing. The largest position was LIBERTY MEDIA CORP DEL at 48.4% of the reported book, followed by LIBERTY BROADBAND CORP and LIBERTY MEDIA CORP DEL. Against the Q2 2025 filing, it opened 1 new position, added to 1 and reduced 2 among the top 8 holdings.
What did JNE Partners LLP own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | 48.4% | $113.8m | 1,173,090 | -10% | reduced | |
| 2 | LIBERTY BROADBAND CORP | 17.1% | $40.2m | 635,155 | 0% | held | |
| 3 | LIBERTY MEDIA CORP DEL | 14.8% | $34.7m | 368,121 | 53% | added | |
| 4 | BIO BIO RAD LABS INC | Healthcare | 11.0% | $25.8m | 92,100 | 0% | held |
| 5 | NIQ NIQ GLOBAL INTELLIGENCE PLC | 6.4% | $15.0m | 957,394 | – | new | |
| 6 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 2.1% | $5.0m | 120,955 | -83% | reduced |
| 7 | 8L8C LIBERTY BROADBAND CORP | 0.1% | $352.0k | 5,540 | 0% | held | |
| 8 | WALDENCAST PLC | 0.0% | $12.3k | 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.