Lb Partners LLC Portfolio Holdings

Lb Partners LLC

  • $157 Billion
  • Q2 2025

Lb Partners LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gogo Inc. with a value of $36.5B, Wide Open West, Inc. with a value of $27.2B, Millicom International Cellular Sa with a value of $15.1B, Capital One Financial Corp with a value of $13.6B, and Remitly Global, Inc. with a value of $11.9B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $139B to 157B.

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 $157 Billion
Communication Services: $90.3 Billion
Financial Services: $36.3 Billion
Technology: $20.5 Billion
Healthcare: $2.49 Billion
Real Estate: $2.14 Billion
Consumer Cyclical: $1.76 Billion
Basic Materials: $492 Million
ETFs: $354 Million
Other: $131 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65B
$36.5 Billion 23.28% of portfolio
2,483,979
Q2 2025 Added 5.08%
$442M
$27.2 Billion 17.4% of portfolio
6,711,471
Q2 2025 Reduced 8.79%
$1.19B
$7.27 Billion 4.64% of portfolio
520,000
Q2 2025 Reduced 14.19%
$463M
$3.04 Billion 1.94% of portfolio
249,705
Q2 2025 Added 25.04%
$1.55B
$2.49 Billion 1.59% of portfolio
200,000
Q3 2024 Reduced 29.32%
$559M
$1.31 Billion 0.84% of portfolio
130,000
Q2 2025 Reduced 17.15%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $157 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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