LB Partners LLC

Q4 2025 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    25

  • Value ($000)

    $108,352

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002007877
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RELY

REMITLY GLOBAL INC

COM
$17.23M
16 %

1,248,888

COF

CAPITAL ONE FINL CORP

COM
$15.52M
14 %

64,056

---

MILLICOM INTL CELLULAR S A

COM STK
$12.86M
12 %

232,000

AXP

AMERICAN EXPRESS CO

COM
$11.84M
11 %

32,000

LPRO

OPEN LENDING CORP

COM
$8.14M
8 %

5,250,841

SPT

SPROUT SOCIAL INC

COM CL A
$6.96M
6 %

617,477

GOOGL

ALPHABET INC

CAP STK CL A
$5.95M
6 %

19,000

OPFI

OPPFI INC

COM CL A
$5.23M
5 %

500,000

---

NIQ GLOBAL INTELLIGENCE PLC

ORDINARY SHARES
$4.04M
4 %

244,700

GTLB

GITLAB INC

CLASS A COM
$3.79M
4 %

101,077

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