LB Partners LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
LB Partners LLC disclosed 37 US equity positions worth $111.5m in its Q1 2026 13F filing. The largest position was RELY at 21.5% of the reported book, followed by COF and TIGO.
What did LB Partners LLC own in Q1 2026? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RELY REMITLY GLOBAL INC | Technology | 21.5% | $24.0m | 1,529,195 | – | |
| 2 | COF CAPITAL ONE FINL CORP | Financial Services | 11.5% | $12.8m | 70,056 | – | |
| 3 | TIGO MILLICOM INTL CELLULAR S A | Communication Services | 9.6% | $10.7m | 143,000 | – | |
| 4 | AXP AMERICAN EXPRESS CO | Financial Services | 8.1% | $9.1m | 30,000 | – | |
| 5 | SPT SPROUT SOCIAL INC | Technology | 7.7% | $8.6m | 1,510,979 | – | |
| 6 | OPEN LENDING CORP | 6.1% | $6.8m | 5,400,841 | – | ||
| 7 | GOOGL ALPHABET INC | Communication Services | 4.9% | $5.5m | 19,000 | – | |
| 8 | NIQ NIQ GLOBAL INTELLIGENCE PLC | 4.1% | $4.5m | 399,700 | – | ||
| 9 | OPFI OPPFI INC | Financial Services | 3.5% | $3.9m | 500,000 | – | |
| 10 | GOGO GOGO INC | Communication Services | 2.9% | $3.2m | 804,034 | – | |
| 11 | GOOG ALPHABET INC | Communication Services | 2.1% | $2.3m | 8,000 | – | |
| 12 | PDD PDD HOLDINGS INC | Consumer Cyclical | 2.0% | $2.2m | 22,000 | – | |
| 13 | AMZN AMAZON COM INC | Consumer Cyclical | 1.5% | $1.7m | 8,000 | – | |
| 14 | KKR KKR & CO INC | Financial Services | 1.4% | $1.6m | 17,100 | – | |
| 15 | FISV FISERV INC | 1.4% | $1.5m | 27,000 | – | ||
| 16 | MU MICRON TECHNOLOGY INC | Technology | 1.2% | $1.4m | 4,000 | – | |
| 17 | FOUR SHIFT4 PMTS INC | Technology | 1.2% | $1.3m | 30,000 | – | |
| 18 | GTLB GITLAB INC | Technology | 1.2% | $1.3m | 60,000 | – | |
| 19 | TBBB BBB FOODS INC | Consumer Defensive | 1.1% | $1.2m | 35,000 | – | |
| 20 | NVDA NVIDIA CORPORATION | Technology | 0.9% | $1.0m | 6,000 | – | |
| 21 | 8L8C LIBERTY BROADBAND CORP | 0.8% | $909.2k | 18,075 | – | ||
| 22 | PYPL PAYPAL HLDGS INC | Financial Services | 0.8% | $904.6k | 20,000 | – | |
| 23 | GPN GLOBAL PMTS INC | Industrials | 0.6% | $673.0k | 10,000 | – | |
| 24 | NOW SERVICENOW INC | Technology | 0.6% | $627.3k | 6,000 | – | |
| 25 | TFPM TRIPLE FLAG PRECIOUS METAL | Basic Materials | 0.5% | $517.6k | 14,913 | – | |
| 26 | DVN DEVON ENERGY CORP NEW | Energy | 0.5% | $503.2k | 10,000 | – | |
| 27 | SGOL ETFS GOLD TR | 0.4% | $490.8k | 11,000 | – | ||
| 28 | GLIBK GCI LIBERTY INC | Communication Services | 0.4% | $402.4k | 10,815 | – | |
| 29 | IMXI INTERNATIONAL MONEY EXPRESS | Technology | 0.3% | $363.4k | 23,000 | – | |
| 30 | SPGI S&P GLOBAL INC | Financial Services | 0.3% | $319.0k | 750 | – | |
| 31 | CVX CHEVRON CORPORATION | Energy | 0.3% | $289.7k | 1,400 | – | |
| 32 | MTA METALLA RTY & STREAMING LTD | 0.2% | $238.7k | 36,000 | – | ||
| 33 | OXY OCCIDENTAL PETE CORP | Energy | 0.2% | $221.0k | 3,400 | – | |
| 34 | FRPH FRP HLDGS INC | Real Estate | 0.2% | $209.7k | 9,582 | – | |
| 35 | BSM BLACK STONE MINERALS L P | 0.1% | $151.2k | 10,000 | – | ||
| 36 | MFIC MIDCAP FINANCIAL INVSTMNT CO | 0.1% | $112.4k | 10,000 | – | ||
| 37 | CABLE ONE INC | 0.1% | $75.0k | 100,000 | – |
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.