LB Partners LLC
CIK 2007877 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- RELY19.38%
- NIQ12.32%
- 68373J10410.29%
- COF9.58%
- AXP6.92%
- TIGO4.77%
- MU4.72%
- GOOGL4.63%
- OPFI4.28%
- FOUR3.18%
Share classes counted separately80.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NIQWeight increased · +8.25 pp4.07% → 12.32%Shares +1.53M (+383.40%)
- SPTWeight decreased · -5.25 pp7.72% → 2.47%Shares -1.03M (-68.25%)
- TIGOWeight decreased · -4.84 pp9.61% → 4.77%Shares -66.00K (-46.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RELYREMITLY GLOBAL INC View history and evidence | $28.42M | 19.38% | 1.27M shares | 21.48% → 19.38%-2.10 pp -261.19K (-17.08%) | Reduced | ▾ |
| 02 | NIQNIQ GLOBAL INTELLIGENCE PLCORDINARY SHARES View history and evidence | $18.07M | 12.32% | 1.93M shares | 4.07% → 12.32%+8.25 pp +1.53M (+383.40%) | Added | ▾ |
| 03 | 68373J104OPEN LENDING CORP View history and evidence | $15.09M | 10.29% | 4.85M shares | 6.05% → 10.29%+4.24 pp -550.00K (-10.18%) | Reduced | ▾ |
| 04 | COFCAPITAL ONE FINANCIAL CORP View history and evidence | $14.05M | 9.58% | 70.06K shares | 11.46% → 9.58%-1.88 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | AXPAMERICAN EXPRESS CO View history and evidence | $10.15M | 6.92% | 30.00K shares | 8.14% → 6.92%-1.22 pp 0 (0.00%) | Unchanged | ▾ |
| 06 | TIGOMILLICOM INTL CELLULAR S.A.COM STK View history and evidence | $6.99M | 4.77% | 77.00K shares | 9.61% → 4.77%-4.84 pp -66.00K (-46.15%) | Reduced | ▾ |
| 07 | MUMICRON TECHNOLOGY INC View history and evidence | $6.93M | 4.72% | 6.00K shares | 1.21% → 4.72%+3.51 pp +2.00K (+50.00%) | Added | ▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $6.79M | 4.63% | 19.00K shares | 4.90% → 4.63%-0.27 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | OPFIOPPFI INCCOM CL A View history and evidence | $6.28M | 4.28% | 632.50K shares | 3.46% → 4.28%+0.82 pp +132.50K (+26.50%) | Added | ▾ |
| 10 | FOURSHIFT4 PAYMENTS INC-CLASS ACL A View history and evidence | $4.67M | 3.18% | 96.00K shares | 1.18% → 3.18%+2.00 pp +66.00K (+220.00%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FISV FISERV INC | Non-derivative | -27,000 | -$1.51M | SEC filing ↗ | SEC filing ↗ |
| GTLB GITLAB INC-CL A | Non-derivative | -60,000 | -$1.30M | SEC filing ↗ | SEC filing ↗ |
| GPN GLOBAL PAYMENTS INC | Non-derivative | -10,000 | -$673.00K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2007877 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146645732
}Research all 34 reported holdings.
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