Lb Partners LLC Portfolio Holdings by Sector
Lb Partners LLC
- $157 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Telecom Services | Communication Services
GOGO WOW TIGO LBRDK 4 stocks |
$82.5 Million
53.42% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
COF AXP LPRO 3 stocks |
$33.6 Million
21.77% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
RELY IMXI 2 stocks |
$13.2 Million
8.54% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL THRY GOOG 3 stocks |
$7.8 Million
5.05% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
OPFI 1 stocks |
$7.27 Million
4.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
LQDA 1 stocks |
$2.49 Million
1.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR 1 stocks |
$2.27 Million
1.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
FRPH 1 stocks |
$2.14 Million
1.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.76 Million
1.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Other Precious Metals & Mining | Basic Materials
TFPM MTA 2 stocks |
$491,529
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$395,468
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
SGOL 1 stocks |
$353,540
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
BSM 1 stocks |
$130,800
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|