Lb Partners LLC Portfolio Holdings by Sector

Lb Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Telecom Services \| Communication Services WOW GOGO TIGO LBRDK 4 stocks	$67.3 Million 58.48% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP DFS 2 stocks	$15.2 Million 13.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology RELY OKTA 2 stocks	$7.45 Million 6.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$6.03 Million 5.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology OPFI ESTC CXM 3 stocks	$5.81 Million 5.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Business Services \| Industrials TH 1 stocks	$4.17 Million 3.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FRPH 1 stocks	$3.76 Million 3.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$2.23 Million 1.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare LQDA 1 stocks	$2 Million 1.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$387,465 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials TFPM MTA 2 stocks	$352,532 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SGOL 1 stocks	$276,430 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy BSM 1 stocks	$151,000 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts

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