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Portfolio (Quarterly) Guide ↗

LB Partners LLC

· CIK 0002007877
13F Portfolio $112M AUM 37 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 6 Added 6 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RELY REMITLY GLOBAL INC Technology 1,529,195.0 $24.0M 21.48% +280K +22.4% $15.67 +37.7%
2 COF CAPITAL ONE FINL CORP Financial Services 70,056.0 $12.8M 11.46% +6K +9.4% $182.43 +2.3%
3 SPT SPROUT SOCIAL INC Technology 1,510,979.0 $8.6M 7.72% +894K +144.7% $5.70 +19.3%
4 LPRO OPEN LENDING CORP Financial Services 5,400,841.0 $6.8M 6.05% +150K +2.9% $1.25 +55.2%
5 NIQ GLOBAL INTELLIGENCE PLC 399,700.0 $4.5M 4.07% +155K +63.3% $11.37
6 GOGO GOGO INC Communication Services 804,034.0 $3.2M 2.90% +654K +436.0% $4.02 -0.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Financial Services 30.5%
Communication Services 21.6%
Consumer Cyclical 3.7%
Energy 1.1%
Industrials 0.6%
Real Estate 0.2%
Basic Materials 0.2%