LB Partners LLC
CIK 2007877 · Holdings on Sep 30, 2025 · First reported Oct 31, 2025
Top ten holdings
Q3 2025- GOGO17.80%
- WOW12.84%
- RELY10.63%
- TIGO9.72%
- COF8.74%
- 68373J1046.84%
- AXP6.82%
- OPFI3.64%
- GOOGL2.96%
- LQDA2.92%
Share classes counted separately82.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOGOWeight decreased · -5.48 pp23.28% → 17.80%Shares +745.00K (+29.99%)
- WOWWeight decreased · -4.56 pp17.40% → 12.84%Shares -2.83M (-42.23%)
- RELYWeight increased · +3.04 pp7.59% → 10.63%Shares +382.31K (+60.37%)
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 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOGOGOGO INC View history and evidence | $27.74M | 17.80% | 3.23M shares | 23.28% → 17.80%-5.48 pp +745.00K (+29.99%) | Added | ↗▾ |
| 02 | WOWWIDEOPENWEST INC View history and evidence | $20.01M | 12.84% | 3.88M shares | 17.40% → 12.84%-4.56 pp -2.83M (-42.23%) | Reduced | ↗▾ |
| 03 | RELYREMITLY GLOBAL INC View history and evidence | $16.55M | 10.63% | 1.02M shares | 7.59% → 10.63%+3.04 pp +382.31K (+60.37%) | Added | ↗▾ |
| 04 | TIGOMILLICOM INTL CELLULAR S.A.COM STK View history and evidence | $15.14M | 9.72% | 312.00K shares | 9.62% → 9.72%+0.10 pp -90.00K (-22.39%) | Reduced | ↗▾ |
| 05 | COFCAPITAL ONE FINANCIAL CORP View history and evidence | $13.62M | 8.74% | 64.06K shares | 8.70% → 8.74%+0.04 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | 68373J104OPEN LENDING CORP View history and evidence | $10.66M | 6.84% | 5.05M shares | 6.26% → 6.84%+0.58 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | AXPAMERICAN EXPRESS CO View history and evidence | $10.63M | 6.82% | 32.00K shares | 6.52% → 6.82%+0.30 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | OPFIOPPFI INCCOM CL A View history and evidence | $5.67M | 3.64% | 500.00K shares | 4.64% → 3.64%-1.00 pp -20.00K (-3.85%) | Reduced | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.62M | 2.96% | 19.00K shares | 2.14% → 2.96%+0.82 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | LQDALIQUIDIA CORPCOM NEW View history and evidence | $4.55M | 2.92% | 200.00K shares | 1.59% → 2.92%+1.33 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2007877 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 155798391
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.