Stock Taper 
LB PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NIQ Global Intelligence Plc | NIQ | 1.93M | $18.07M |
 Remitly Global, Inc. | RELY | 1.27M | $28.42M |
 Sprout Social, Inc. | SPT | 479.73K | $3.62M |
 Toast, Inc. | TOST | 155K | $4.31M |
 Liberty Broadband Corporation | LBRDK | 110.08K | $3.66M |
 Shift4 Payments, Inc. | FOUR | 96K | $4.67M |
 Millicom International Cellular S.A. | TIGO | 77K | $6.99M |
 Capital One Financial Corporation | COF | 70.06K | $14.05M |
 American Express Company | AXP | 30K | $10.15M |
 International Money Express, Inc. | IMXI | 23K | $332.35K |
 PayPal Holdings, Inc. | PYPL | 22.5K | $971.55K |
 PDD Holdings Inc. | PDD | 22K | $1.68M |
 Alphabet Inc. | GOOGL | 19K | $6.79M |
 KKR & Co. Inc. | KKR | 17.1K | $1.57M |
 MidCap Financial Investment Corporation | MFIC | 12K | $120.96K |
 FS KKR Capital Corp. | FSK | 11.16K | $117.22K |
 Devon Energy Corporation | DVN | 10K | $413.2K |
 Black Stone Minerals, L.P. | BSM | 10K | $139.7K |
 FRP Holdings, Inc. | FRPH | 9.58K | $239.45K |
 NVIDIA Corporation | NVDA | 8K | $1.6M |