LB Partners LLC: 13F holdings
CIK 20078772026Q2
| Positions | 34 |
|---|
| Reported value | $146.6m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 34 (-3 vs prior quarter) |
|---|
| Reported value | $146.6m (+31.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RELY REMITLY GLOBAL INC | 1,268,000 | $28.4m | 19.4% |
| NIQ GLOBAL INTELLIGENCE PLC | 1,932,168 | $18.1m | 12.3% |
| LPRO OPEN LENDING CORP | 4,850,841 | $15.1m | 10.3% |
| COF CAPITAL ONE FINL CORP | 70,056 | $14.1m | 9.6% |
| AXP AMERICAN EXPRESS CO | 30,000 | $10.1m | 6.9% |
| MILLICOM INTL CELLULAR S A | 77,000 | $7.0m | 4.8% |
| MU MICRON TECHNOLOGY INC | 6,000 | $6.9m | 4.7% |
| GOOGL ALPHABET INC | 19,000 | $6.8m | 4.6% |
| OPPFI INC | 632,500 | $6.3m | 4.3% |
| FOUR SHIFT4 PMTS INC | 96,000 | $4.7m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2007877")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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