Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LB Partners LLC (CIK 2007877) reported $111.5M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RELY ($24.0M, 21.48%), COF ($12.8M, 11.46%), TIGO ($10.7M, 9.61%), AXP ($9.1M, 8.14%), SPT ($8.6M, 7.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | $24.0M | 21.48% | 1.5M | Added |
| 2 | COF | CAPITAL ONE FINL CORP | $12.8M | 11.46% | 70,056 | Added |
| 3 | TIGO | MILLICOM INTL CELLULAR S A | $10.7M | 9.61% | 143,000 | Trimmed |
| 4 | AXP | AMERICAN EXPRESS CO | $9.1M | 8.14% | 30,000 | Trimmed |
| 5 | SPT | SPROUT SOCIAL INC | $8.6M | 7.72% | 1.5M | Added |
| 6 | LPRO | OPEN LENDING CORP | $6.8M | 6.05% | 5.4M | Added |
| 7 | GOOGL | ALPHABET INC | $5.5M | 4.90% | 19,000 | Hold |
| 8 | NIQ GLOBAL INTELLIGENCE PLC | $4.5M | 4.07% | 399,700 | Added | |
| 9 | OPFI | OPPFI INC | $3.9M | 3.46% | 500,000 | Hold |
| 10 | GOGO | GOGO INC | $3.2M | 2.90% | 804,034 | Added |
| 11 | GOOG | ALPHABET INC | $2.3M | 2.06% | 8,000 | Hold |
| 12 | PDD | PDD HOLDINGS INC | $2.2M | 2.02% | 22,000 | New |
| 13 | AMZN | AMAZON COM INC | $1.7M | 1.49% | 8,000 | Hold |
| 14 | KKR | KKR & CO INC | $1.6M | 1.42% | 17,100 | Hold |
| 15 | FISV | FISERV INC | $1.5M | 1.35% | 27,000 | New |
| 16 | MU | MICRON TECHNOLOGY INC | $1.4M | 1.21% | 4,000 | New |
| 17 | FOUR | SHIFT4 PMTS INC | $1.3M | 1.18% | 30,000 | New |
| 18 | GTLB | GITLAB INC | $1.3M | 1.16% | 60,000 | Trimmed |
| 19 | TBBB | BBB FOODS INC | $1.2M | 1.11% | 35,000 | New |
| 20 | NVDA | NVIDIA CORPORATION | $1.0M | 0.94% | 6,000 | New |
| 21 | LBRDK | LIBERTY BROADBAND CORP | $909,173 | 0.82% | 18,075 | Trimmed |
| 22 | PYPL | PAYPAL HLDGS INC | $904,600 | 0.81% | 20,000 | New |
| 23 | GPN | GLOBAL PMTS INC | $673,000 | 0.60% | 10,000 | New |
| 24 | NOW | SERVICENOW INC | $627,300 | 0.56% | 6,000 | New |
| 25 | TFPM | TRIPLE FLAG PRECIOUS METAL | $517,630 | 0.46% | 14,913 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31