LB Partners LLC

Q2 2025 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    23

  • Value ($000)

    $156,640

  • Date Filed
    07/29/2025
  • Form type
    13F-HR
  • CIK
    0002007877
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOGO
GOGO

GOGO INC

COM
38046C109
$36.46M
23 %

2,483,979

WOW
WOW

WIDEOPENWEST INC

COM
96758W101
$27.25M
17 %

6,711,471

---

MILLICOM INTL CELLULAR S A

COM STK
L6388F110
$15.06M
10 %

402,000

COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$13.63M
9 %

64,056

RELY
RELY

REMITLY GLOBAL INC

COM
75960P104
$11.89M
8 %

633,270

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$10.21M
7 %

32,000

LPRO
LPRO

OPEN LENDING CORP

COM
68373J104
$9.80M
6 %

5,050,841

OPFI
OPFI

OPPFI INC

COM CL A
68386H103
$7.27M
5 %

520,000

LBRDK
LBRDK

LIBERTY BROADBAND CORP

COM SER C
530307305
$3.75M
2 %

38,075

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.35M
2 %

19,000

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