LB Partners LLC — 13F Holdings & Portfolio

CIK 2007877 · latest 13F-HR filed 2026-07-30

LB Partners LLC manages $146.6M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RELY (19.38%), NIQ (12.32%), OTEX (10.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 6, added to 18, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
411-413A EAST MAIN STREET
CHARLOTTESVILLE, VA 22902
Phone
(434) 886-1101
Filing Manager
LB Partners LLC
CHARLOTTESVILLE, VA
Signatory
Charles P. Cocke Jr.
Managing Member
Loading holdings…
AUM

$146.6M

Long-equity book

Holdings

34

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+3 / −6 / ↑18 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NIQ GLOBAL INTELLIGENCE PLC$13.5M +297.5%
  • OPEN LENDING CORP$8.3M +123.5%
  • MICRON TECHNOLOGY INC$5.6M +412.5%
  • REMITLY GLOBAL INC$4.5M +18.6%
  • SHIFT4 PMTS INC$3.4M +255.9%
Show all 18 →

Top Trims

  • SPROUT SOCIAL INC-$5.0M -57.9%
  • MILLICOM INTL CELLULAR S A-$3.7M -34.8%
  • GOGO INC-$1.1M -34.5%
  • PDD HOLDINGS INC-$569.8K -25.3%
  • DEVON ENERGY CORP NEW-$90.0K -17.9%
Show all 11 →

New Positions

  • TOAST INC$4.3M
  • FACTSET RESH SYS INC$387.7K
  • FS KKR CAP CORP$117.2K
Show all 3 →

Exited Positions

  • FISERV INC$1.5M
  • GITLAB INC$1.3M
  • GLOBAL PMTS INC$673.0K
  • SERVICENOW INC$627.3K
  • GCI LIBERTY INC$402.4K
Show all 6 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 REMITLY GLOBAL INC RELY 75960P104 $28.4M 19.38% 1,268,000 SH
2 NIQ GLOBAL INTELLIGENCE PLC NIQ G63755105 $18.1M 12.32% 1,932,168 SH
3 OPEN LENDING CORP OTEX 68373J104 $15.1M 10.29% 4,850,841 SH
4 CAPITAL ONE FINL CORP COF 14040H105 $14.1M 9.58% 70,056 SH
5 AMERICAN EXPRESS CO AXP 025816109 $10.1M 6.92% 30,000 SH
6 MILLICOM INTL CELLULAR S A TIGO L6388F110 $7.0M 4.77% 77,000 SH
7 MICRON TECHNOLOGY INC MU 595112103 $6.9M 4.72% 6,000 SH
8 ALPHABET INC GOOGL 02079K305 $6.8M 4.63% 19,000 SH
9 OPPFI INC OPFI 68386H103 $6.3M 4.28% 632,500 SH
10 SHIFT4 PMTS INC FOUR 82452J109 $4.7M 3.18% 96,000 SH
11 TOAST INC TOST 888787108 $4.3M 2.94% 155,000 SH
12 LIBERTY BROADBAND CORP LBRDK 530307305 $3.7M 2.50% 110,075 SH
13 SPROUT SOCIAL INC SPT 85209W109 $3.6M 2.47% 479,733 SH
14 ALPHABET INC GOOG 02079K107 $2.8M 1.93% 8,000 SH
15 GOGO INC GOGO 38046C109 $2.1M 1.44% 683,066 SH
16 AMAZON COM INC AMZN 023135106 $1.9M 1.30% 8,000 SH
17 PDD HOLDINGS INC PDD 722304102 $1.7M 1.14% 22,000 SH
18 NVIDIA CORPORATION NVDA 67066G104 $1.6M 1.09% 8,000 SH
19 KKR & CO INC KKR 48251W104 $1.6M 1.07% 17,100 SH
20 BBB FOODS INC TBBB G0896C103 $1.5M 0.99% 35,000 SH
21 PAYPAL HLDGS INC PYPL 70450Y103 $971.5K 0.66% 22,500 SH
22 TRIPLE FLAG PRECIOUS METAL TFPM 89679M104 $446.9K 0.30% 14,913 SH
23 ETFS GOLD TR SGOL 00326A104 $420.5K 0.29% 11,000 SH
24 DEVON ENERGY CORP NEW DVN 25179M103 $413.2K 0.28% 10,000 SH
25 FACTSET RESH SYS INC FDS 303075105 $387.7K 0.26% 1,685 SH
26 INTERNATIONAL MONEY EXPRESS IMXI 46005L101 $332.4K 0.23% 23,000 SH
27 S&P GLOBAL INC SPGI 78409V104 $305.4K 0.21% 750 SH
28 METALLA RTY & STREAMING LTD MTA 59124U605 $274.0K 0.19% 36,000 SH
29 FRP HLDGS INC FRPH 30292L107 $239.5K 0.16% 9,582 SH
30 CHEVRON CORPORATION CVX 166764100 $232.1K 0.16% 1,400 SH
31 BLACK STONE MINERALS L P BSM 09225M101 $139.7K 0.10% 10,000 SH
32 MIDCAP FINANCIAL INVSTMNT CO MFIC 03761U502 $121.0K 0.08% 12,000 SH
33 FS KKR CAP CORP FSK 302635206 $117.2K 0.08% 11,164 SH
34 CABLE ONE INC CABO 12685JAG0 $67.5K 0.05% 100,000 PRN
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $146.6M 34 0001398344-26-013145
2026-03-31 2026-04-24 $111.5M 37 0001398344-26-007181
2025-12-31 2026-02-17 $108.4M 25 0001104659-26-016127