LB Partners LLC

LB Partners LLC is an Investment Adviser institutional filer with the SEC under CIK 2007877, reporting 34 portfolio positions, with 11 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: VA
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-30

Top 10 portfolio positions

The largest reported holdings in LB Partners LLC's most recent 13F filing, ranked by reported market value.

1. REMITLY GLOBAL INC (RELY)
2. NIQ GLOBAL INTELLIGENCE PLC (NIQ)
3. OPEN LENDING CORP (LPRO)
4. CAPITAL ONE FINL CORP (COF)
5. AMERICAN EXPRESS CO (AXP)
6. MILLICOM INTL CELLULAR S A (TIGO)
7. MICRON TECHNOLOGY INC (MU)
8. ALPHABET INC (GOOGL)
9. OPPFI INC (OPFI)
10. SHIFT4 PMTS INC (FOUR)