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LB Partners LLC

Q1 2026 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    37

  • Value ($000)

    $111,544

  • Date Filed
    04/24/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RELY

REMITLY GLOBAL INC

COM
75960P104
$23.96M
22 %

1,529,195

C
COF

CAPITAL ONE FINL CORP

COM
14040H105
$12.78M
12 %

70,056

---

MILLICOM INTL CELLULAR S A

COM STK
L6388F110
$10.72M
10 %

143,000

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$9.07M
8 %

30,000

S
SPT

SPROUT SOCIAL INC

COM CL A
85209W109
$8.61M
8 %

1,510,979

L
LPRO

OPEN LENDING CORP

COM
68373J104
$6.75M
6 %

5,400,841

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.46M
5 %

19,000

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NIQ GLOBAL INTELLIGENCE PLC

ORDINARY SHARES
G63755105
$4.54M
4 %

399,700

O
OPFI

OPPFI INC

COM CL A
68386H103
$3.86M
4 %

500,000

G
GOGO

GOGO INC

COM
38046C109
$3.23M
3 %

804,034

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