Lb Partners LLC Portfolio Holdings by Sector
Lb Partners LLC
- $120 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Telecom Services | Communication Services
WOW GOGO TIGO LBRDK 4 stocks |
$68.2 Million
56.78% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP DFS COF 3 stocks |
$13.4 Million
11.16% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG SPOT 3 stocks |
$7.71 Million
6.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
RELY 1 stocks |
$5.74 Million
4.77% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
BABA 1 stocks |
$5.47 Million
4.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
OPFI SPT 2 stocks |
$3.84 Million
3.19% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
FRPH 1 stocks |
$3.59 Million
2.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
LQDA 1 stocks |
$3.4 Million
2.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
BSM SD 2 stocks |
$2.88 Million
2.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
PTON 1 stocks |
$2.01 Million
1.67% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR 1 stocks |
$1.8 Million
1.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
TH 1 stocks |
$1.17 Million
0.97% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$334,500
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Other Precious Metals & Mining | Basic Materials
TFPM MTA 2 stocks |
$331,232
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SGOL 1 stocks |
$244,420
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|