LB Partners LLC
Top Portfolio Positions
33 positions ·
$107,862,726 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RELY |
Remitly Global, Inc.
Technology
|
1,529,195 | $23,962,485 | 22.22% | |
| COF |
Capital One Financial Corp
Financial Services
|
70,056 | $12,780,316 | 11.85% | |
| TIGO |
Millicom International Cellular SA
Communication Services
|
143,000 | $10,716,420 | 9.94% | |
| AXP |
American Express Co
Financial Services
|
30,000 | $9,074,400 | 8.41% | |
| SPT |
Sprout Social, Inc.
Technology
|
1,510,979 | $8,612,580 | 7.98% | |
| LPRO |
Open Lending Corp
Financial Services
|
5,400,841 | $6,751,051 | 6.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,000 | $5,463,640 | 5.07% | |
| NIQ |
NIQ Global Intelligence plc
|
399,700 | $4,544,589 | 4.21% | |
| OPFI |
OppFi Inc.
Financial Services
|
500,000 | $3,855,000 | 3.57% | |
| GOGO |
Gogo Inc.
Communication Services
|
804,034 | $3,232,216 | 3.00% |
Portfolio Trend
10 quarters · across all stocks
Holdings in THRY
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,510,715 | 249,705 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,011,442 | 249,705 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,036,412 | 249,705 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,558,221 | 199,705 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,955,634 | 199,705 | Shares | Sole | 2025-01-24 | |
| 2023-12-31 | $1,017,500 | 50,000 | Shares | Sole | 2024-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||