§ 13F · FUND PROFILE
LB Partners LLC.
AUM · $147M (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | 1.27M | $28M | 19.4% | −17% |
| 2 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | 1.93M | $18M | 12.3% | +383% |
| 3 | LPRO | OPEN LENDING CORP | 4.85M | $15M | 10.3% | −10% |
| 4 | COF | CAPITAL ONE FINL CORP | 70K | $14M | 9.6% | ±0% |
| 5 | AXP | AMERICAN EXPRESS CO | 30K | $10M | 6.9% | ±0% |
| 6 | TIGO | MILLICOM INTL CELLULAR S A | 77K | $7M | 4.8% | −46% |
| 7 | MU | MICRON TECHNOLOGY INC | 6K | $7M | 4.7% | +50% |
| 8 | GOOGL | ALPHABET INC | 19K | $7M | 4.6% | ±0% |
| 9 | OPFI | OPPFI INC | 633K | $6M | 4.3% | +27% |
| 10 | FOUR | SHIFT4 PMTS INC | 96K | $5M | 3.2% | +220% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LB SIGNAL
AC read
LB Partners LLC is a Other fund managing $147 million in assets. The fund runs a portfolio of 34 positions.
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