The Analysis of LB Partners LLC's Holdings
Currently, LB Partners LLC holds 25 types of securities in its portfolio with a total value $108.4M. In the most recent quarter, they have increased their positions in SPT (+427.5K shares, valued at $4.8M), RELY (+233.3K shares, valued at $3.2M), GTLB (+80.1K shares, valued at $3.0M); decreased their positions in GOGO (-3.1M shares, valued at $14.3M), TIGO (-80.0K shares, valued at $4.4M), FRPH (-2.9K shares, valued at $66.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
RELY REMITLY GLOBAL INC1.2M shares22.97%2025-12-312026-02-17
COF CAPITAL ONE FINL CORP64.1K shares0.00%2025-12-312026-02-17 TIGO MILLICOM INTL CELLULAR S A232.0K shares-25.64%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO32.0K shares0.00%2025-12-312026-02-17 LPRO OPEN LENDING CORP5.3M shares3.96%2025-12-312026-02-17 SPT SPROUT SOCIAL INC617.5K shares224.99%2025-12-312026-02-17 ALPHABET INC ALPHABET INC19.0K shares0.00%2025-12-312026-02-17 OPFI OPPFI INC500.0K shares0.00%2025-12-312026-02-17 NIQ NIQ GLOBAL INTELLIGENCE PLC244.7K shares25.68%2025-12-312026-02-17 GTLB GITLAB INC101.1K shares382.88%2025-12-312026-02-17 ALPHABET INC ALPHABET INC8.0K shares0.00%2025-12-312026-02-17 IMXI INTERNATIONAL MNY EXPRESS IN143.0K shares0.00%2025-12-312026-02-17 KKR & CO INC KKR & CO INC17.1K shares0.00%2025-12-312026-02-17 LBRDK LIBERTY BROADBAND CORP38.1K shares0.00%2025-12-312026-02-17 AMZN AMAZON COM INC8.0K shares0.00%2025-12-312026-02-17 FRPH FRP HLDGS INC76.7K shares-3.64%2025-12-312026-02-17 THRY THRYV HLDGS INC249.7K shares0.00%2025-12-312026-02-17 GOGO GOGO INC150.0K shares-95.35%2025-12-312026-02-17 TFPM TRIPLE FLAG PRECIOUS METAL14.9K shares0.00%2025-12-312026-02-17 ETFS GOLD TR ETFS GOLD TR11.0K shares0.00%2025-12-312026-02-17 SPGI S&P GLOBAL INC750 shares0.00%2025-12-312026-02-17 MTA METALLA ROYALTY & STREAMING36.0K shares0.00%2025-12-312026-02-17 BSM BLACK STONE MINERALS L P10.0K shares0.00%2025-12-312026-02-17 WU WESTERN UN CO10.0K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available