§ 13F · FUND PROFILE
LB Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 29Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | 1.53M | $24M | 21.5% | +22% |
| 2 | COF | CAPITAL ONE FINL CORP | 70K | $13M | 11.5% | +9% |
| 3 | TIGO | MILLICOM INTL CELLULAR S A | 143K | $11M | 9.6% | −38% |
| 4 | AXP | AMERICAN EXPRESS CO | 30K | $9M | 8.1% | −6% |
| 5 | SPT | SPROUT SOCIAL INC | 1.51M | $9M | 7.7% | +145% |
| 6 | LPRO | OPEN LENDING CORP | 5.40M | $7M | 6.1% | +3% |
| 7 | GOOGL | ALPHABET INC | 19K | $5M | 4.9% | ±0% |
| 8 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | 400K | $5M | 4.1% | +63% |
| 9 | OPFI | OPPFI INC | 500K | $4M | 3.5% | ±0% |
| 10 | GOGO | GOGO INC | 804K | $3M | 2.9% | +436% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LB SIGNAL
AC read
LB Partners LLC is a Other fund managing $156 million in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed