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The Analysis of LB Partners LLC's Holdings & P&L

Currently, LB Partners LLC holds 37 types of securities in its portfolio with a total value $111.5M. In the most recent quarter, they have increased their positions in SPT (+893.5K shares, valued at $5.1M), RELY (+280.3K shares, valued at $4.4M), GOGO (+654.0K shares, valued at $2.6M); decreased their positions in TIGO (-89.0K shares, valued at $6.7M), IMXI (-120.0K shares, valued at $1.9M), FRPH (-67.1K shares, valued at $1.5M); initiated new positions in PDD (+22.0K shares, valued at $2.2M), FI (+27.0K shares, valued at $1.5M), MU (+4.0K shares, valued at $1.4M).

1M P&L

+5.1M+4.45%

3M P&L

+9.2M+8.43%

HY P&L

+7.4M+6.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services33.4M

33.0%

2Software - Infrastructure26.9M

26.6%

3Telecom Services14.9M

14.7%

Top Industries by Stock Count

1Credit Services5 stocks

16.1%

2Software - Infrastructure4 stocks

12.9%

3Oil & Gas E&P3 stocks

9.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RELY REMITLY GLOBAL INC1.5M shares22.44%2026-03-312026-04-24

COF CAPITAL ONE FINL CORP70.1K shares9.37%2026-03-312026-04-24

TIGO MILLICOM INTL CELLULAR S A143.0K shares-38.36%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO30.0K shares-6.25%2026-03-312026-04-24

SPT SPROUT SOCIAL INC1.5M shares144.70%2026-03-312026-04-24

LPRO OPEN LENDING CORP5.4M shares2.86%2026-03-312026-04-24

ALPHABET INC ALPHABET INC19.0K shares0.00%2026-03-312026-04-24

NIQ NIQ GLOBAL INTELLIGENCE PLC399.7K shares63.34%2026-03-312026-04-24

Sponsored

OPFI OPPFI INC500.0K shares0.00%2026-03-312026-04-24

GOGO GOGO INC804.0K shares436.02%2026-03-312026-04-24

ALPHABET INC ALPHABET INC8.0K shares0.00%2026-03-312026-04-24

PDD PDD HOLDINGS INC22.0K sharesnew addition2026-03-312026-04-24

AMZN AMAZON COM INC8.0K shares0.00%2026-03-312026-04-24

KKR & CO INC KKR & CO INC17.1K shares0.00%2026-03-312026-04-24

FI FISERV INC27.0K sharesnew addition2026-03-312026-04-24

MU MICRON TECHNOLOGY INC4.0K sharesnew addition2026-03-312026-04-24

Sponsored

FOUR SHIFT4 PMTS INC30.0K sharesnew addition2026-03-312026-04-24

GTLB GITLAB INC60.0K shares-40.64%2026-03-312026-04-24

TBBB BBB FOODS INC35.0K sharesnew addition2026-03-312026-04-24

NVDA NVIDIA CORPORATION6.0K sharesnew addition2026-03-312026-04-24

LBRDK LIBERTY BROADBAND CORP18.1K shares-52.53%2026-03-312026-04-24

PYPL PAYPAL HLDGS INC20.0K sharesnew addition2026-03-312026-04-24

GPN GLOBAL PMTS INC10.0K sharesnew addition2026-03-312026-04-24

NOW SERVICENOW INC6.0K sharesnew addition2026-03-312026-04-24

Sponsored

TFPM TRIPLE FLAG PRECIOUS METAL14.9K shares0.00%2026-03-312026-04-24

DVN DEVON ENERGY CORP NEW10.0K sharesnew addition2026-03-312026-04-24

ETFS GOLD TR ETFS GOLD TR11.0K shares0.00%2026-03-312026-04-24

GCI LIBERTY INC GCI LIBERTY INC10.8K shares0.00%2026-03-312026-04-24

IMXI INTERNATIONAL MONEY EXPRESS23.0K shares-83.92%2026-03-312026-04-24

SPGI S&P GLOBAL INC750 shares0.00%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.4K sharesnew addition2026-03-312026-04-24

MTA METALLA RTY & STREAMING LTD36.0K shares0.00%2026-03-312026-04-24

Sponsored

OXY OCCIDENTAL PETE CORP3.4K sharesnew addition2026-03-312026-04-24

FRPH FRP HLDGS INC9.6K shares-87.50%2026-03-312026-04-24

BSM BLACK STONE MINERALS L P10.0K shares0.00%2026-03-312026-04-24

MFIC MIDCAP FINANCIAL INVSTMNT CO10.0K sharesnew addition2026-03-312026-04-24

CABLE ONE INC CABLE ONE INC100.0K sharesnew addition2026-03-312026-04-24

RELY

REMITLY GLOBAL INC

22.44%

Shares1.5M

Event2026-03-31

Filed2026-04-24

COF

CAPITAL ONE FINL CORP

9.37%

Shares70.1K

Event2026-03-31

Filed2026-04-24

TIGO

MILLICOM INTL CELLULAR S A

-38.36%

Shares143.0K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-6.25%

Shares30.0K

Event2026-03-31

Filed2026-04-24

SPT

SPROUT SOCIAL INC

144.70%

Shares1.5M

Event2026-03-31

Filed2026-04-24

LPRO

OPEN LENDING CORP

2.86%

Shares5.4M

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-24

NIQ

NIQ GLOBAL INTELLIGENCE PLC

63.34%

Shares399.7K

Event2026-03-31

Filed2026-04-24

OPFI

OPPFI INC

0.00%

Shares500.0K

Event2026-03-31

Filed2026-04-24

GOGO

GOGO INC

436.02%

Shares804.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-24

PDD

PDD HOLDINGS INC

New

Shares22.0K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-24

KKR & CO INC

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-24

FISERV INC

New

Shares27.0K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-24

FOUR

SHIFT4 PMTS INC

New

Shares30.0K

Event2026-03-31

Filed2026-04-24

GTLB

GITLAB INC

-40.64%

Shares60.0K

Event2026-03-31

Filed2026-04-24

TBBB

BBB FOODS INC

New

Shares35.0K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

New

Shares6.0K

Event2026-03-31

Filed2026-04-24

LBRDK

LIBERTY BROADBAND CORP

-52.53%

Shares18.1K

Event2026-03-31

Filed2026-04-24

PYPL

PAYPAL HLDGS INC

New

Shares20.0K

Event2026-03-31

Filed2026-04-24

GPN

GLOBAL PMTS INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-24

NOW

SERVICENOW INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-24

TFPM

TRIPLE FLAG PRECIOUS METAL

0.00%

Shares14.9K

Event2026-03-31

Filed2026-04-24

DVN

DEVON ENERGY CORP NEW

New

Shares10.0K

Event2026-03-31

Filed2026-04-24

ETFS GOLD TR

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-24

GCI LIBERTY INC

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-24

IMXI

INTERNATIONAL MONEY EXPRESS

-83.92%

Shares23.0K

Event2026-03-31

Filed2026-04-24

SPGI

S&P GLOBAL INC

0.00%

Shares750

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

MTA

METALLA RTY & STREAMING LTD

0.00%

Shares36.0K

Event2026-03-31

Filed2026-04-24

OXY

OCCIDENTAL PETE CORP

New

Shares3.4K

Event2026-03-31

Filed2026-04-24

FRPH

FRP HLDGS INC

-87.50%

Shares9.6K

Event2026-03-31

Filed2026-04-24

BSM

BLACK STONE MINERALS L P

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-24

MFIC

MIDCAP FINANCIAL INVSTMNT CO

New

Shares10.0K

Event2026-03-31

Filed2026-04-24

CABLE ONE INC

New

Shares100.0K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available