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	$71.9 Million 55.02% of portfolio	4	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP DFS 2 stocks	$17.5 Million 13.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology RELY OKTA 2 stocks	$14.1 Million 10.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG THRY 3 stocks	$9.83 Million 7.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology OPFI ESTC 2 stocks	$7.5 Million 5.74% of portfolio	-	2	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FRPH 1 stocks	$3.85 Million 2.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$2.53 Million 1.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare LQDA 1 stocks	$2.35 Million 1.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$373,523 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SGOL 1 stocks	$275,550 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials TFPM 1 stocks	$224,292 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy BSM 1 stocks	$146,000 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts

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