Lb Partners LLC Portfolio Holdings

Lb Partners LLC

  • $133 Billion
  • Q4 2024

Lb Partners LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wide Open West, Inc. with a value of $35.1B, Gogo Inc. with a value of $18B, Millicom International Cellular Sa with a value of $13B, Remitly Global, Inc. with a value of $12.9B, and American Express CO with a value of $9.5B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $115B to 133B.

Lb Partners LLC is based out at Charlottesville, VA

Below you can find more details about Lb Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
Communication Services: $81.7 Billion
Technology: $21.6 Billion
Financial Services: $20.4 Billion
Real Estate: $3.85 Billion
Healthcare: $2.35 Billion
ETFs: $276 Million
Basic Materials: $224 Million
Energy: $146 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$392M
$35.1 Billion 26.29% of portfolio
7,069,844
Q4 2024 Added 6.33%
$1.1B
$18 Billion 13.47% of portfolio
2,221,092
Q4 2024 Added 8.61%
$4.65B
$13 Billion 9.73% of portfolio
518,923
Q4 2024 Added 1.37%
$4.4B
$12.9 Billion 9.7% of portfolio
573,270
Q4 2024 Added 21.13%
$230B
$9.5 Billion 7.12% of portfolio
32,000
Q1 2024 Reduced 20.0%
$51.9B
$8.03 Billion 6.02% of portfolio
46,350
Q3 2024 Added 27.51%
$1.44B
$6.51 Billion 4.88% of portfolio
850,000
Q4 2024 Reduced 7.71%
$10.5B
$5.84 Billion 4.38% of portfolio
78,075
Q4 2024 Added 56.15%
$293M
$3.85 Billion 2.89% of portfolio
125,802
Q2 2024 Added 100.0%
$1.1T
$3.6 Billion 2.7% of portfolio
19,000
Q4 2023 New
$1.14T
$3.28 Billion 2.46% of portfolio
17,200
Q4 2023 New
$678M
$2.96 Billion 2.22% of portfolio
199,705
Q4 2024 New
Digitalbridge Group Inc
-
$2.82 Billion 2.11% of portfolio
-
Q4 2024 New
$120B
$2.53 Billion 1.9% of portfolio
17,100
Q4 2023 New
$1.04B
$2.35 Billion 1.76% of portfolio
200,000
Q3 2024 Reduced 29.32%
$15.2B
$1.18 Billion 0.89% of portfolio
15,000
Q3 2024 New
$177B
$374 Million 0.28% of portfolio
750
Q4 2023 New
$4.05B
$276 Million 0.21% of portfolio
11,000
Q4 2023 New
$2.7B
$224 Million 0.17% of portfolio
14,913
Q4 2023 New
$3.17B
$146 Million 0.11% of portfolio
10,000
Q3 2024 Reduced 91.6%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $133 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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