Stock Taper 
LB PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 S&P Global Inc. | SPGI | 750 | $305.44K |
 Chevron Corporation | CVX | 1.4K | $232.06K |
 FactSet Research Systems Inc. | FDS | 1.69K | $387.69K |
 Micron Technology, Inc. | MU | 6K | $6.93M |
 Alphabet Inc. | GOOG | 8K | $2.83M |
 NVIDIA Corporation | NVDA | 8K | $1.6M |
 Amazon.com, Inc. | AMZN | 8K | $1.91M |
 FRP Holdings, Inc. | FRPH | 9.58K | $239.45K |
 Devon Energy Corporation | DVN | 10K | $413.2K |
 Black Stone Minerals, L.P. | BSM | 10K | $139.7K |
 FS KKR Capital Corp. | FSK | 11.16K | $117.22K |
 MidCap Financial Investment Corporation | MFIC | 12K | $120.96K |
 KKR & Co. Inc. | KKR | 17.1K | $1.57M |
 Alphabet Inc. | GOOGL | 19K | $6.79M |
 PDD Holdings Inc. | PDD | 22K | $1.68M |
 PayPal Holdings, Inc. | PYPL | 22.5K | $971.55K |
 International Money Express, Inc. | IMXI | 23K | $332.35K |
 American Express Company | AXP | 30K | $10.15M |
 Capital One Financial Corporation | COF | 70.06K | $14.05M |
 Millicom International Cellular S.A. | TIGO | 77K | $6.99M |