LB Partners LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, LB Partners LLC held in its portfolio 25 assets valued at $108,351,869 (i.e. $108.35M).

The most valuable assets in the portfolio included: REMITLY GLOBAL INC ($17.24M), CAPITAL ONE FINL CORP ($15.53M), and MILLICOM INTL CELLULAR S A ($12.86M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in LB Partners LLC Portfolio

REMITLY GLOBAL INC

CAPITAL ONE FINL CORP

MILLICOM INTL CELLULAR S A

AMERICAN EXPRESS CO

OPEN LENDING CORP

SPROUT SOCIAL INC

ALPHABET INC

OPPFI INC

NIQ GLOBAL INTELLIGENCE PLC

GITLAB INC

LB Partners LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
REMITLY GLOBAL INC	1248888	17234654	COM
CAPITAL ONE FINL CORP	64056	15524612	COM
MILLICOM INTL CELLULAR S A	232000	12862080	COM STK
AMERICAN EXPRESS CO	32000	11838400	COM
OPEN LENDING CORP	5250841	8138804	COM
SPROUT SOCIAL INC	617477	6958966	COM CL A
ALPHABET INC	19000	5947000	CAP STK CL A
OPPFI INC	500000	5230000	COM CL A
NIQ GLOBAL INTELLIGENCE PLC	244700	4035103	ORDINARY SHARES
GITLAB INC	101077	3793420	CLASS A COM
ALPHABET INC	8000	2510400	CAP STK CL C
INTERNATIONAL MNY EXPRESS IN	143000	2196480	COM
KKR & CO INC	17100	2179908	COM
LIBERTY BROADBAND CORP	38075	1850445	COM SER C
AMAZON COM INC	8000	1846560	COM
FRP HLDGS INC	76682	1747583	COM
THRYV HLDGS INC	249705	1510715	COM NEW
GOGO INC	150000	699000	COM
TRIPLE FLAG PRECIOUS METAL	14913	495410	COM
ETFS GOLD TR	11000	451880	PHYSCL GOLD SHS
GCI LIBERTY INC	10815	402426	COM SER C
S&P GLOBAL INC	750	391943	COM
METALLA ROYALTY & STREAMING	36000	280080	COM NEW
BLACK STONE MINERALS L P	10000	132900	COM UNIT
WESTERN UN CO	10000	93100	COM