account_balance
Investment manager · 13F filer · SEC CIK 2007877
LB Partners LLC
Reported value$154Mas of Sep 30, 2026
Positions38 8 new, 4 sold out
Top 10 weight80.8%NIQ alone is 22%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NIQNIQ Global Intelligence PLC
22.5%Added +5%
RELYRemitly Global, Inc.
17.6%
COFCapital One Financial Corp
8.8%
AXPAmerican Express Co
5.9%
OPFIOppFi Inc.
5.9%Added +136%
MUMicron Technology Inc
4.4%Added +7%
GOOGLAlphabet Inc.
4.3%
TIGOMillicom International Cellular SA
3.9%Trimmed −10%
SPTSprout Social, Inc.
3.9%Added +28%
FOURShift4 Payments, Inc.
3.7%Added +63%
TOSTToast, Inc.
2.9%
CHTRCharter Communications, Inc.
2.8%
NIQNIQ Global Intelligence PLC
22.5%Added +5%
RELYRemitly Global, Inc.
17.6%
COFCapital One Financial Corp
8.8%
AXPAmerican Express Co
5.9%
OPFIOppFi Inc.
5.9%
MU4.4%GOOGLTIGO3.9%SPT3.9%FOURTOSTCHTRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NIQ NIQ Global Intelligence PLC 22.5% Added +5%RELY Remitly Global, Inc. 17.6% HeldCOF Capital One Financial Corp 8.8% HeldAXP American Express Co 5.9% HeldOPFI OppFi Inc. 5.9% Added +136%MU Micron Technology Inc 4.4% Added +7%GOOGL Alphabet Inc. 4.3% HeldTIGO Millicom International Cellular SA 3.9% Trimmed −10%SPT Sprout Social, Inc. 3.9% Added +28%FOUR Shift4 Payments, Inc. 3.7% Added +63%TOST Toast, Inc. 2.9% HeldCHTR Charter Communications, Inc. 2.8% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.