Filed: 4/24/2026ACC: 0001398344-26-007181
📋 What this filing means
LB PARTNERS LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $111.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$111.54M
Total AUM (reported)
10.92M
Total Shares
Allocation by class
COM$67.58M60.6%
COM CL A$12.47M11.2%
COM STK$10.72M9.6%
CAP STK CL A$5.46M4.9%
ORDINARY SHARES$4.54M4.1%
CAP STK CL C$2.29M2.1%
SPONSORED ADS$2.25M2.0%
Portfolio Concentration
Top 3$47.46M42.5%
4–10$41.53M37.2%
11–25$19.18M17.2%
Rest$3.38M3.0%
Top 3 weight
42.5%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 10.92M
Sole
Full voting authority
10.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
REMITLY GLOBAL INC
SOLEShares1.53M
TypeSH
Market value$23.96M
21.48%
Sole
1.53M
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares70.06K
TypeSH
Market value$12.78M
11.46%
Sole
70.06K
Shared
0.00
None
0.00
MILLICOM INTL CELLULAR S A
SOLEShares143K
TypeSH
Market value$10.72M
9.61%
Sole
143K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares30K
TypeSH
Market value$9.07M
8.14%
Sole
30K
Shared
0.00
None
0.00
SPROUT SOCIAL INC
SOLEShares1.51M
TypeSH
Market value$8.61M
7.72%
Sole
1.51M
Shared
0.00
None
0.00
OPEN LENDING CORP
SOLEShares5.40M
TypeSH
Market value$6.75M
6.05%
Sole
5.40M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19K
TypeSH
Market value$5.46M
4.90%
Sole
19K
Shared
0.00
None
0.00
NIQ GLOBAL INTELLIGENCE PLC
SOLEShares399.70K
TypeSH
Market value$4.54M
4.07%
Sole
399.70K
Shared
0.00
None
0.00
OPPFI INC
SOLEShares500K
TypeSH
Market value$3.85M
3.46%
Sole
500K
Shared
0.00
None
0.00
GOGO INC
SOLEShares804.03K
TypeSH
Market value$3.23M
2.90%
Sole
804.03K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8K
TypeSH
Market value$2.29M
2.06%
Sole
8K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares22K
TypeSH
Market value$2.25M
2.02%
Sole
22K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8K
TypeSH
Market value$1.67M
1.49%
Sole
8K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares17.10K
TypeSH
Market value$1.58M
1.42%
Sole
17.10K
Shared
0.00
None
0.00
FISERV INC
SOLEShares27K
TypeSH
Market value$1.51M
1.35%
Sole
27K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares4K
TypeSH
Market value$1.35M
1.21%
Sole
4K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares30K
TypeSH
Market value$1.31M
1.18%
Sole
30K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares60K
TypeSH
Market value$1.30M
1.16%
Sole
60K
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares35K
TypeSH
Market value$1.24M
1.11%
Sole
35K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares6K
TypeSH
Market value$1.05M
0.94%
Sole
6K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares18.07K
TypeSH
Market value$909.2K
0.82%
Sole
18.07K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares20K
TypeSH
Market value$904.6K
0.81%
Sole
20K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares10K
TypeSH
Market value$673.0K
0.60%
Sole
10K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares6K
TypeSH
Market value$627.3K
0.56%
Sole
6K
Shared
0.00
None
0.00
TRIPLE FLAG PRECIOUS METAL
SOLEShares14.91K
TypeSH
Market value$517.6K
0.46%
Sole
14.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REMITLY GLOBAL INCSOLE | COM | 1.53M | SH | $23.96M 21.48% | 1.53M | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 70.06K | SH | $12.78M 11.46% | 70.06K | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 143K | SH | $10.72M 9.61% | 143K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 30K | SH | $9.07M 8.14% | 30K | 0.00 | 0.00 |
SPROUT SOCIAL INCSOLE | COM CL A | 1.51M | SH | $8.61M 7.72% | 1.51M | 0.00 | 0.00 |
OPEN LENDING CORPSOLE | COM | 5.40M | SH | $6.75M 6.05% | 5.40M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19K | SH | $5.46M 4.90% | 19K | 0.00 | 0.00 |
NIQ GLOBAL INTELLIGENCE PLCSOLE | ORDINARY SHARES | 399.70K | SH | $4.54M 4.07% | 399.70K | 0.00 | 0.00 |
OPPFI INCSOLE | COM CL A | 500K | SH | $3.85M 3.46% | 500K | 0.00 | 0.00 |
GOGO INCSOLE | COM | 804.03K | SH | $3.23M 2.90% | 804.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8K | SH | $2.29M 2.06% | 8K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 22K | SH | $2.25M 2.02% | 22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8K | SH | $1.67M 1.49% | 8K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 17.10K | SH | $1.58M 1.42% | 17.10K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 27K | SH | $1.51M 1.35% | 27K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4K | SH | $1.35M 1.21% | 4K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 30K | SH | $1.31M 1.18% | 30K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 60K | SH | $1.30M 1.16% | 60K | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 35K | SH | $1.24M 1.11% | 35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6K | SH | $1.05M 0.94% | 6K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 18.07K | SH | $909.2K 0.82% | 18.07K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 20K | SH | $904.6K 0.81% | 20K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 10K | SH | $673.0K 0.60% | 10K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 6K | SH | $627.3K 0.56% | 6K | 0.00 | 0.00 |
TRIPLE FLAG PRECIOUS METALSOLE | COM | 14.91K | SH | $517.6K 0.46% | 14.91K | 0.00 | 0.00 |
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