LB Partners LLC
CIK 2007877 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- RELY15.91%
- COF14.33%
- TIGO11.87%
- AXP10.93%
- 68373J1047.51%
- SPT6.42%
- GOOGL5.49%
- OPFI4.83%
- NIQ3.72%
- GTLB3.50%
Share classes counted separately84.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOGOWeight decreased · -17.15 pp17.80% → 0.65%Shares -3.08M (-95.35%)
- COFWeight increased · +5.59 pp8.74% → 14.33%Shares 0 (0.00%)
- RELYWeight increased · +5.28 pp10.63% → 15.91%Shares +233.30K (+22.97%)
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 25
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 | $17.23M | 15.91% | 1.25M shares | 10.63% → 15.91%+5.28 pp +233.30K (+22.97%) | Added | ↗▾ |
| 02 | COFCAPITAL ONE FINANCIAL CORP View history and evidence | $15.52M | 14.33% | 64.06K shares | 8.74% → 14.33%+5.59 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | TIGOMILLICOM INTL CELLULAR S.A.COM STK View history and evidence | $12.86M | 11.87% | 232.00K shares | 9.72% → 11.87%+2.15 pp -80.00K (-25.64%) | Reduced | ↗▾ |
| 04 | AXPAMERICAN EXPRESS CO View history and evidence | $11.84M | 10.93% | 32.00K shares | 6.82% → 10.93%+4.11 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | 68373J104OPEN LENDING CORP View history and evidence | $8.14M | 7.51% | 5.25M shares | 6.84% → 7.51%+0.67 pp +200.00K (+3.96%) | Added | ↗▾ |
| 06 | SPTSPROUT SOCIAL INC - CLASS ACOM CL A View history and evidence | $6.96M | 6.42% | 617.48K shares | 1.58% → 6.42%+4.84 pp +427.48K (+224.99%) | Added | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.95M | 5.49% | 19.00K shares | 2.96% → 5.49%+2.53 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | OPFIOPPFI INCCOM CL A View history and evidence | $5.23M | 4.83% | 500.00K shares | 3.64% → 4.83%+1.19 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | NIQNIQ GLOBAL INTELLIGENCE PLCORDINARY SHARES View history and evidence | $4.04M | 3.72% | 244.70K shares | 1.96% → 3.72%+1.76 pp +50.00K (+25.68%) | Added | ↗▾ |
| 10 | GTLBGITLAB INC-CL ACLASS A COM View history and evidence | $3.79M | 3.50% | 101.08K shares | 0.61% → 3.50%+2.89 pp +80.14K (+382.88%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WOW WIDEOPENWEST INC | Non-derivative | -3,877,126 | -$20.01M | SEC filing ↗ | SEC filing ↗ |
| LQDA LIQUIDIA CORP | Non-derivative | -200,000 | -$4.55M | SEC filing ↗ | SEC filing ↗ |
| DBRG DIGITALBRIDGE GROUP INC | Non-derivative | -210,000 | -$2.46M | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108351869
}Take these holdings further.
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