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LB Partners LLC

Q2 2026 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    34

  • Value ($000)

    $146,646

  • Date Filed
    07/30/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RELY

REMITLY GLOBAL INC

COM
75960P104
$28.42M
19 %

1,268,000

---

NIQ GLOBAL INTELLIGENCE PLC

ORDINARY SHARES
G63755105
$18.07M
12 %

1,932,168

L
LPRO

OPEN LENDING CORP

COM
68373J104
$15.09M
10 %

4,850,841

C
COF

CAPITAL ONE FINL CORP

COM
14040H105
$14.05M
10 %

70,056

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$10.15M
7 %

30,000

---

MILLICOM INTL CELLULAR S A

COM STK
L6388F110
$6.99M
5 %

77,000

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$6.93M
5 %

6,000

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$6.79M
5 %

19,000

O
OPFI

OPPFI INC

COM CL A
68386H103
$6.28M
4 %

632,500

F
FOUR

SHIFT4 PMTS INC

CL A
82452J109
$4.67M
3 %

96,000

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