Lb Partners LLC Portfolio Holdings by Sector

Lb Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Telecom Services \| Communication Services GOGO WOW TIGO LBRDK 4 stocks	$65.3 Million 43.68% of portfolio	1	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF LPRO AXP WU 4 stocks	$35 Million 23.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology RELY IMXI 2 stocks	$18.6 Million 12.41% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL THRY GOOG 3 stocks	$9.58 Million 6.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology OPFI SPT GTLB 3 stocks	$9.06 Million 6.06% of portfolio	2	1	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare LQDA 1 stocks	$4.55 Million 3.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$2.22 Million 1.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FRPH 1 stocks	$1.94 Million 1.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.76 Million 1.17% of portfolio	-	-	-	-	0 Calls 0 Puts

Other Precious Metals & Mining \| Basic Materials TFPM MTA 2 stocks	$664,954 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SGOL 1 stocks	$404,910 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$365,033 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy BSM 1 stocks	$131,400 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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