StockDriftsStockDriftsTop 33 LB Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RELY | REMITLY GLOBAL INC | 19.38% | 1.27M | $28.4M | -17.08%(-261.19K) | $17.54(+35.42%) | 2026-06-30 | |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | 12.32% | 1.93M | $18.1M | +383.40%(+1.53M) | $10.95(+42.12%) | 2026-06-30 | |
| LPRO | OPEN LENDING CORP | 10.29% | 4.85M | $15.1M | -10.18%(-550.00K) | $2.32(+35.17%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 9.58% | 70.1K | $14.1M | +0.00%(+0) | $188.44(+16.90%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 6.92% | 30.0K | $10.1M | +0.00%(+0) | $168.26(+102.45%) | 2026-06-30 | |
| TIGO | MILLICOM INTL CELLULAR S A | 4.77% | 77.0K | $7.0M | -46.15%(-66.00K) | $17.09(+461.22%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.72% | 6.0K | $6.9M | +50.00%(+2.00K) | $453.77(+89.97%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.63% | 19.0K | $6.8M | +0.00%(+0) | $138.04(+154.61%) | 2026-06-30 | |
| OPFI | OPPFI INC | 4.28% | 632.5K | $6.3M | +26.50%(+132.50K) | $4.84(+47.63%) | 2026-06-30 | |
| FOUR | SHIFT4 PMTS INC | 3.18% | 96.0K | $4.7M | +220.00%(+66.00K) | $48.39(-11.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +74.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +87.08% |
LB Partners LLC reports $146.65M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are RELY (19.4%), NIQ (12.3%) and LPRO (10.3%). The top 20 holdings account for 96.94% of reported assets. Its disclosed equity book has returned +74.37% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LB Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007877). View LB Partners LLC’s 13F filings on SEC