LB Partners LLC
LB Partners LLC reported 34 positions worth $146.6M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: RELY (19.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RELY | SH | $28.4M | 19.38% | 1,268,000 | — | — | |
| ▸ 2 | NIQ | SH | $18.1M | 12.32% | 1,932,168 | — | — | |
| ▸ 3 | 68373J104 | SH | $15.1M | 10.29% | 4,850,841 | — | — | |
| ▸ 4 | COF | SH | $14.1M | 9.58% | 70,056 | — | — | |
| ▸ 5 | AXP | SH | $10.1M | 6.92% | 30,000 | — | — | |
| ▸ 6 | TIGO | SH | $7.0M | 4.77% | 77,000 | — | — | |
| ▸ 7 | MU | SH | $6.9M | 4.72% | 6,000 | — | — | |
| ▸ 8 | GOOGL | SH | $6.8M | 4.63% | 19,000 | — | — | |
| ▸ 9 | OPFI | SH | $6.3M | 4.28% | 632,500 | — | — | |
| ▸ 10 | FOUR | SH | $4.7M | 3.18% | 96,000 | — | — |
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Frequently Asked Questions
What stocks does LB Partners LLC hold as of Q2 2026?
LB Partners LLC reported 34 positions worth $146.6M in its Q2 2026 13F filing. Largest positions: RELY (19.4%), NIQ (12.3%), OPEN LENDING CORP (10.3%), COF (9.6%) and AXP (6.9%).
What did LB Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LB Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.