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CIK: 0002007877
Total reported value
$146.6M
$146.6M
23 檔
71.1%
During the Q2 2025 filing period, LB Partners LLC (CIK: 0002007877) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $146.6M across 23 reported positions.
During Q2 2025, LB Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GOGO, WOW, TIGO) accounted for 71.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOGO | Gogo Inc | Stock-Other | 23.28% | -1.46% | +5.08% | |
| 2 | WOW | Wideopenwest Inc | Stock-Other | 17.40% | — | -8.79% | |
| 3 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 9.62% | -4.84% | -22.83% | |
| 4 | COF | Capital One Financial CORP | Stock-Financials | 8.70% | -1.88% | — | |
| 5 | RELY | Remitly Global Inc | Stock-Other | 7.59% | -2.10% | +10.47% | |
| 6 | AXP | American Express Co | Stock-Financials | 6.52% | -1.22% | — | |
| 7 | LPRO | Open Lending CORP | Stock-Other | 6.26% | +4.24% | — | |
| 8 | OPFI | Oppfi Inc | Stock-Other | 4.64% | +0.82% | -14.19% | |
| 9 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 2.39% | +1.68% | -51.23% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | -0.27% | — | |
| 11 | THRY | Thryv Holdings Inc | Stock-Other | 1.94% | — | +25.04% | |
| 12 | LQDA | Liquidia CORP | Stock-Other | 1.59% | — | — | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 1.45% | -0.35% | — | |
| 14 | DBRG | Digitalbridge Group Inc | Stock-Financials | 1.39% | — | -37.31% | |
| 15 | FRPH | Frp Holdings Inc | Stock-Other | 1.37% | -0.03% | -36.74% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.19% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.13% | -53.49% | |
| 18 | IMXI | International Money Express | Stock-Other | 0.84% | -0.10% | -17.15% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 0.25% | -0.08% | — | |
| 20 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.23% | -0.15% | — | |
| 21 | TFPM | Triple Flag Precious Met | Stock-Materials | 0.23% | -0.16% | — | |
| 22 | MTA | Metalla Royalty & Streaming | Stock-Other | 0.09% | -0.02% | — | |
| 23 | BSM | Black Stone Minerals LP | Stock-Other | 0.08% | -0.04% | — |
According to official SEC Form 13F filings, LB Partners LLC reported a total U.S. public equity portfolio value of $146.6M across 23 disclosed positions in Q2 2025.
During Q2 2025, LB Partners LLC's top holdings by market value included GOGO (23.3%)、WOW (17.4%)、TIGO (9.6%). The largest single position, GOGO, represented 23.3% of total portfolio value.
In Q2 2025, LB Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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