Lb Partners LLC Portfolio Holdings

Lb Partners LLC

  • $156 Billion
  • Q3 2025

Lb Partners LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gogo Inc. with a value of $27.7B, Wide Open West, Inc. with a value of $20B, Remitly Global, Inc. with a value of $16.6B, Millicom International Cellular Sa with a value of $15.1B, and Capital One Financial Corp with a value of $13.6B.

Examining the 13F form we can see an decrease of $842M in the current position value, from $157B to 156B.

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 $156 Billion
Communication Services: $74.9 Billion
Financial Services: $37.6 Billion
Technology: $27.6 Billion
Healthcare: $4.55 Billion
Real Estate: $1.94 Billion
Consumer Cyclical: $1.76 Billion
Basic Materials: $665 Million
ETFs: $405 Million
Other: $131 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $156 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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