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	Status
1	THRY	THRYV HLDGS INC	Communication Services	249,705	$1.5M	1.39%	SOLD
2	WU	WESTERN UN CO	Financial Services	10,000	$93K	0.09%	SOLD

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%