The Analysis of LB Partners LLC's Holdings
Currently, LB Partners LLC holds 29 types of securities in its portfolio with a total value $155.8M. In the most recent quarter, they have increased their positions in GOGO (+745.0K shares, valued at $6.4M), RELY (+382.3K shares, valued at $6.2M), NIQ (+194.7K shares, valued at $3.1M); decreased their positions in WOW (-2.8M shares, valued at $14.6M), TIGO (-90.0K shares, valued at $4.4M), OPFI (-20.0K shares, valued at $226.6K); initiated new positions in NIQ (+194.7K shares, valued at $3.1M), SPT (+190.0K shares, valued at $2.5M), GTLB (+20.9K shares, valued at $943.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GOGO GOGO INC3.2M shares29.99%2025-09-302025-10-31
WOW WIDEOPENWEST INC3.9M shares-42.23%2025-09-302025-10-31 RELY REMITLY GLOBAL INC1.0M shares60.37%2025-09-302025-10-31 TIGO MILLICOM INTL CELLULAR S A312.0K shares-22.39%2025-09-302025-10-31 COF CAPITAL ONE FINL CORP64.1K shares0.00%2025-09-302025-10-31 LPRO OPEN LENDING CORP5.1M shares0.00%2025-09-302025-10-31 AXP AMERICAN EXPRESS CO32.0K shares0.00%2025-09-302025-10-31 OPFI OPPFI INC500.0K shares-3.85%2025-09-302025-10-31 GOOGL ALPHABET INC19.0K shares0.00%2025-09-302025-10-31 LQDA LIQUIDIA CORPORATION200.0K shares0.00%2025-09-302025-10-31 NIQ NIQ GLOBAL INTELLIGENCE PLC194.7K sharesnew addition2025-09-302025-10-31 THRY THRYV HLDGS INC249.7K shares0.00%2025-09-302025-10-31 DBRG DIGITALBRIDGE GROUP INC210.0K shares0.00%2025-09-302025-10-31 SPT SPROUT SOCIAL INC190.0K sharesnew addition2025-09-302025-10-31 LBRDK LIBERTY BROADBAND CORP38.1K shares0.00%2025-09-302025-10-31 KKR KKR & CO INC17.1K shares0.00%2025-09-302025-10-31 IMXI INTERNATIONAL MNY EXPRESS IN143.0K shares10.00%2025-09-302025-10-31 GOOG ALPHABET INC8.0K shares0.00%2025-09-302025-10-31 FRPH FRP HLDGS INC79.6K shares0.00%2025-09-302025-10-31 AMZN AMAZON COM INC8.0K shares0.00%2025-09-302025-10-31 GTLB GITLAB INC20.9K sharesnew addition2025-09-302025-10-31 AMRZ AMRIZE LTD10.0K sharesnew addition2025-09-302025-10-31 TFPM TRIPLE FLAG PRECIOUS METAL14.9K shares0.00%2025-09-302025-10-31 SGOL ETFS GOLD TR11.0K shares0.00%2025-09-302025-10-31 SPGI S&P GLOBAL INC750 shares0.00%2025-09-302025-10-31 GLIBK GCI LIBERTY INC7.6K sharesnew addition2025-09-302025-10-31 MTA METALLA ROYALTY & STREAMING36.0K shares0.00%2025-09-302025-10-31 BSM BLACK STONE MINERALS L P10.0K shares0.00%2025-09-302025-10-31 WU WESTERN UN CO10.0K sharesnew addition2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available