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CIK: 0002007877
Total reported value
$146.6M
$146.6M
29 檔
63.5%
At the close of Q3 2025, LB Partners LLC disclosed equity holdings valued at approximately $146.6M, spread across 29 reported holdings.
In Q3 2025, LB Partners LLC displayed an active expansion posture, initiating 9 new positions and adding to 3 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GOGO, WOW, RELY) accounted for 63.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOGO | Gogo Inc | Stock-Other | 17.80% | -1.46% | +29.99% | |
| 2 | WOW | Wideopenwest Inc | Stock-Other | 12.84% | — | -42.23% | |
| 3 | RELY | Remitly Global Inc | Stock-Other | 10.63% | -2.10% | +60.37% | |
| 4 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 9.72% | -4.84% | -22.39% | |
| 5 | COF | Capital One Financial CORP | Stock-Financials | 8.74% | -1.88% | — | |
| 6 | LPRO | Open Lending CORP | Stock-Other | 6.84% | +4.24% | — | |
| 7 | AXP | American Express Co | Stock-Financials | 6.82% | -1.22% | — | |
| 8 | OPFI | Oppfi Inc | Stock-Other | 3.64% | +0.82% | -3.85% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | -0.27% | — | |
| 10 | LQDA | Liquidia CORP | Stock-Other | 2.92% | — | — | |
| 11 | NIQ | NIQ Global Intelligence plc | Stock-Other | 1.96% | +8.25% | — | |
| 12 | THRY | Thryv Holdings Inc | Stock-Other | 1.93% | — | — | |
| 13 | DBRG | Digitalbridge Group Inc | Stock-Financials | 1.58% | — | — | |
| 14 | SPT | Sprout Social Inc - Class A | Stock-Other | 1.58% | -5.25% | — | |
| 15 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.55% | +1.68% | — | |
| 16 | KKR | Kkr & Co Inc | Stock-Financials | 1.43% | -0.35% | — | |
| 17 | IMXI | International Money Express | Stock-Other | 1.28% | -0.10% | +10.00% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | -0.13% | — | |
| 19 | FRPH | Frp Holdings Inc | Stock-Other | 1.24% | -0.03% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.19% | — | |
| 21 | GTLB | Gitlab Inc-cl A | Stock-Tech | 0.61% | -1.16% | EXIT | |
| 22 | AMRZ | Amrize Ltd | Stock-Materials | 0.31% | — | — | |
| 23 | TFPM | Triple Flag Precious Met | Stock-Materials | 0.28% | -0.16% | — | |
| 24 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.26% | -0.15% | — | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 0.23% | -0.08% | — | |
| 26 | GLIBK | Liberty Capital Corp-cl C | Stock-Other | 0.18% | -0.36% | EXIT | |
| 27 | MTA | Metalla Royalty & Streaming | Stock-Other | 0.15% | -0.02% | — | |
| 28 | BSM | Black Stone Minerals LP | Stock-Other | 0.08% | -0.04% | — | |
| 29 | WU | Western Union Co | Stock-Financials | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOGO | Gogo Inc | +3.2% | +29.99% | Add |
| 2 | RELY | Remitly Global Inc | +2.1% | +60.37% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | — | Unchanged |
| 4 | LQDA | Liquidia CORP | +0.8% | — | Unchanged |
| 5 | AXP | American Express Co | +0.7% | — | Unchanged |
| 6 | THRY | Thryv Holdings Inc | +0.1% | — | Add |
| 7 | TFPM | Triple Flag Precious Met | +0.1% | — | Unchanged |
| 8 | MTA | Metalla Royalty & Streaming | +0.1% | — | Unchanged |
| 9 | SGOL | Abrdn Physical Gold Shares | 0% | — | Unchanged |
| 10 | KKR | Kkr & Co Inc | 0% | — | Unchanged |
| 11 | BSM | Black Stone Minerals LP | 0% | — | Unchanged |
| 12 | SPGI | S&p Global Inc | -0.1% | — | Unchanged |
| 13 | IMXI | International Money Express | -0.1% | +10.00% | Trim |
| 14 | OPFI | Oppfi Inc | -0.4% | -3.85% | Trim |
| 15 | DBRG | Digitalbridge Group Inc | -0.5% | — | Trim |
| 16 | GOOG | Alphabet Inc-cl C | -0.7% | — | Trim |
| 17 | FRPH | Frp Holdings Inc | -1.4% | — | Trim |
| 18 | TIGO | Millicom International Cellular S.A. | -1.7% | -22.39% | Trim |
| 19 | LBRDK | Liberty Broadband-c | -3.2% | — | Trim |
| 20 | WOW | Wideopenwest Inc | -13% | -42.23% | Trim |
| 21 | COF | Capital One Financial CORP | — | NEW | New buy |
| 22 | LPRO | Open Lending CORP | — | NEW | New buy |
| 23 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 24 | NIQ | NIQ Global Intelligence plc | — | NEW | New buy |
| 25 | SPT | Sprout Social Inc - Class A | — | NEW | New buy |
| 26 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 27 | GTLB | Gitlab Inc-cl A | — | NEW | New buy |
| 28 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 29 | AMRZ | Amrize Ltd | — | NEW | New buy |
| 30 | GLIBK | Liberty Capital Corp-cl C | — | NEW | New buy |
| 31 | WU | Western Union Co | — | NEW | New buy |
According to official SEC Form 13F filings, LB Partners LLC reported a total U.S. public equity portfolio value of $146.6M across 29 disclosed positions in Q3 2025.
During Q3 2025, LB Partners LLC's top holdings by market value included GOGO (17.8%)、WOW (12.8%)、RELY (10.6%). The largest single position, GOGO, represented 17.8% of total portfolio value.
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Top New Position Initiated
COF
市值: $13.6M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $10.6M
In Q3 2025, LB Partners LLC made 22 total portfolio adjustments, initiating 9 new buys, adding to 3 positions, trimming 8 holdings, and fully liquidating 2 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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