LB PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LPRO | 5.25M | $8.14M |
 | RELY | 1.25M | $17.23M |
 | SPT | 617K | $6.96M |
 | OPFI | 500K | $5.23M |
 | THRY | 250K | $1.51M |
 | NIQ | 245K | $4.04M |
 | TIGO | 232K | $12.86M |
 | GOGO | 150K | $699.00K |
 | IMXI | 143K | $2.20M |
 | GTLB | 101K | $3.79M |
 | FRPH | 77K | $1.75M |
 | COF | 64K | $15.52M |
 | LBRDK | 38K | $1.85M |
 | AXP | 32K | $11.84M |
 | GOOGL | 19K | $5.95M |
 | KKR | 17K | $2.18M |
 | GLIBK | 11K | $402.43K |
 | WU | 10K | $93.10K |
 | BSM | 10K | $132.90K |
 | AMZN | 8K | $1.85M |
Open Lending Corporation
LPRO
Shares Held
5.25M
Value
$8.14M
Remitly Global, Inc.
RELY
Shares Held
1.25M
Value
$17.23M
Sprout Social, Inc.
SPT
Shares Held
617K
Value
$6.96M
OppFi Inc.
OPFI
Shares Held
500K
Value
$5.23M
Thryv Holdings, Inc.
THRY
Shares Held
250K
Value
$1.51M
NIQ Global Intelligence Plc
NIQ
Shares Held
245K
Value
$4.04M
Millicom International Cellular S.A.
TIGO
Shares Held
232K
Value
$12.86M
Gogo Inc.
GOGO
Shares Held
150K
Value
$699.00K
International Money Express, Inc.
IMXI
Shares Held
143K
Value
$2.20M
GitLab Inc.
GTLB
Shares Held
101K
Value
$3.79M
FRP Holdings, Inc.
FRPH
Shares Held
77K
Value
$1.75M
Capital One Financial Corporation
COF
Shares Held
64K
Value
$15.52M
Liberty Broadband Corporation
LBRDK
Shares Held
38K
Value
$1.85M
American Express Company
AXP
Shares Held
32K
Value
$11.84M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$5.95M
KKR & Co. Inc.
KKR
Shares Held
17K
Value
$2.18M
GCI Liberty, Inc.
GLIBK
Shares Held
11K
Value
$402.43K
The Western Union Company
WU
Shares Held
10K
Value
$93.10K
Black Stone Minerals, L.P.
BSM
Shares Held
10K
Value
$132.90K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.85M