Lb Partners LLC Portfolio Holdings

Lb Partners LLC

  • $139 Billion
  • Q1 2025

Lb Partners LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wide Open West, Inc. with a value of $35.9B, Gogo Inc. with a value of $20.3B, Millicom International Cellular Sa with a value of $15.9B, Remitly Global, Inc. with a value of $11.9B, and Discover Financial Services with a value of $10.6B.

Examining the 13F form we can see an increase of $5.56B in the current position value, from $133B to 139B.

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 $139 Billion
Communication Services: $87 Billion
Financial Services: $21.6 Billion
Technology: $20.1 Billion
Real Estate: $3.61 Billion
Healthcare: $2.95 Billion
Basic Materials: $388 Million
ETFs: $329 Million
Energy: $153 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.9B
$15.9 Billion 11.45% of portfolio
520,923
Q1 2025 Added 0.39%
$3.4B
$11.9 Billion 8.54% of portfolio
573,270
Q4 2024 Added 21.13%
$3.21B
$284 Million 0.2% of portfolio
14,913
Q4 2023 New
$2.95B
$153 Million 0.11% of portfolio
10,000
Q3 2024 Reduced 91.6%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $139 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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