LB Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LP LB Partners LLC | Institutional Filer | ▲ 2.95% | $111.5M | 37 |
Current Portfolio Holdings
Showing all 37 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RELY | Remitly Global, Inc. | Technology | 1.5M | $24.0M | 21.48% |
| 2 | COF | Capital One Financial Corporation | Financial Services | 70K | $12.8M | 11.46% |
| 3 | TIGO | Millicom International Cellular S.A. | Communication Services | 143K | $10.7M | 9.61% |
| 4 | AXP | American Express Company | Financial Services | 30K | $9.1M | 8.14% |
| 5 | SPT | Sprout Social, Inc. | Technology | 1.5M | $8.6M | 7.72% |
| 6 | LPRO | Open Lending Corporation | Financial Services | 5.4M | $6.8M | 6.05% |
| 7 | GOOGL | Alphabet Inc. | Technology | 19K | $5.5M | 4.90% |
| 8 | NIQ | NIQ Global Intelligence Plc | Technology | 400K | $4.5M | 4.07% |
| 9 | OPFI | OppFi Inc. | Technology | 500K | $3.9M | 3.46% |
| 10 | GOGO | Gogo Inc. | Communication Services | 804K | $3.2M | 2.90% |
| 11 | GOOG | Alphabet Inc. | Technology | 8K | $2.3M | 2.06% |
| 12 | PDD | PDD Holdings Inc. | Consumer Cyclical | 22K | $2.2M | 2.02% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 8K | $1.7M | 1.49% |
| 14 | KKR | KKR & Co. Inc. | Financial Services | 17K | $1.6M | 1.42% |
| 15 | FISV | Fiserv, Inc. | Technology | 27K | $1.5M | 1.35% |
Showing 1 to 15 of 37 holdings