StockDriftsStockDriftsTop 37 LB Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RELY | REMITLY GLOBAL INC | 21.48% | 1.53M | $24.0M | +22.44%(+280.31K) | $17.54(+35.42%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 11.46% | 70.1K | $12.8M | +9.37%(+6.00K) | $188.44(-3.66%) | 2026-03-31 | |
| TIGO | MILLICOM INTL CELLULAR S A | 9.61% | 143.0K | $10.7M | -38.36%(-89.00K) | $17.09(+379.76%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 8.14% | 30.0K | $9.1M | -6.25%(-2.00K) | $168.26(+84.00%) | 2026-03-31 | |
| SPT | SPROUT SOCIAL INC | 7.72% | 1.51M | $8.6M | +144.70%(+893.50K) | $10.97(-42.50%) | 2026-03-31 | |
| LPRO | OPEN LENDING CORP | 6.05% | 5.40M | $6.8M | +2.86%(+150.00K) | $2.32(-20.36%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.9% | 19.0K | $5.5M | +0.00%(+0) | $138.04(+191.67%) | 2026-03-31 | |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | 4.07% | 399.7K | $4.5M | +63.34%(+155.00K) | $15.06(-33.35%) | 2026-03-31 | |
| OPFI | OPPFI INC | 3.46% | 500.0K | $3.9M | +0.00%(+0) | $3.80(+133.02%) | 2026-03-31 | |
| GOGO | GOGO INC | 2.9% | 804.0K | $3.2M | +436.02%(+654.03K) | $5.49(-24.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.04% | +36.93% |
| Top 20 Holdings Unweighted | +19.40% | +70.23% |
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