1y return+5.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $159 against $157 in the S&P 500.2
LB Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RELYRemitly Global Inc | $28.4M | 19.4% | −17.1% |
| Niq Global Intelligence PLCCUSIP G63755105 | $18.1M | 12.3% | +383.4% |
| Open Lending CorpCUSIP 68373J104 | $15.1M | 10.3% | −10.2% |
| COFCapital One Finl Corp | $14.1M | 9.6% | |
| AXPAmerican Express Co | $10.1M | 6.9% | |
| Millicom Intl Cellular S ACUSIP L6388F110 | $7.0M | 4.8% | −46.2% |
| MUMicron Technology Inc | $6.9M | 4.7% | +50.0% |
| GOOGLAlphabet Inc | $6.8M | 4.6% | |
| OPFIOppfi Inc | $6.3M | 4.3% | +26.5% |
| FOURShift4 Pmts Inc | $4.7M | 3.2% | +220.0% |
| TOSTToast Inc | $4.3M | 2.9% | New |
| Liberty Broadband CorpCUSIP 530307305 | $3.7M | 2.5% | +509.0% |
| SPTSprout Social Inc | $3.6M | 2.5% | −68.3% |
| GOOGAlphabet Inc | $2.8M | 1.9% | |
| GOGOGogo Inc | $2.1M | 1.4% | −15.0% |
| AMZNAmazon Com Inc | $1.9M | 1.3% | |
| PDDPdd Holdings Inc | $1.7M | 1.1% | |
| NVDANvidia Corporation | $1.6M | 1.1% | +33.3% |
| KKRKkr & Co Inc | $1.6M | 1.1% | |
| Bbb Foods IncCUSIP G0896C103 | $1.5M | 1.0% | |
| PYPLPaypal Hldgs Inc | $972K | 0.7% | +12.5% |
| TFPMTriple Flag Precious Metal | $447K | 0.3% | |
| SGOLEtfs Gold Tr | $421K | 0.3% | |
| DVNDevon Energy Corp New | $413K | 0.3% | |
| FDSFactset Resh Sys Inc | $388K | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Millicom Intl Cellular S ACUSIP L6388F110 | December 31, 2023 | +404.2% | $7.0M |
| MTAMetalla Rty & Streaming Ltd | March 31, 2025 | +166.1% | $274K |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $6.8M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $2.8M |
| TFPMTriple Flag Precious Metal | December 31, 2023 | +125.2% | $447K |
| OPFIOppfi Inc | December 31, 2023 | +93.9% | $6.3M |
| SGOLEtfs Gold Tr | December 31, 2023 | +93.7% | $421K |
| RELYRemitly Global Inc | June 30, 2024 | +84.9% | $28.4M |
| AXPAmerican Express Co | December 31, 2023 | +80.6% | $10.1M |
| Open Lending CorpCUSIP 68373J104 | June 30, 2025 | +60.3% | $15.1M |
Sold off last quarter
- FISVFiserv Inc was $1.5M
- GTLBGitlab Inc was $1.3M
- GPNGlobal Pmts Inc was $673K
- NOWServicenow Inc was $627K
- GLIBKGci Liberty Inc was $402K
- OXYOccidental Pete Corp was $221K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +26.2% | +14.8% |
| March 31, 2026 | −9.9% | −4.6% |
| December 31, 2025 | −6.5% | +2.4% |
| September 30, 2025 | −1.1% | +7.8% |
| June 30, 2025 | +11.9% | +10.5% |
| March 31, 2025 | +1.5% | −4.6% |
| December 31, 2024 | +9.6% | +2.1% |
| September 30, 2024 | +2.7% | +5.4% |
| June 30, 2024 | +17.4% | +4.0% |
| March 31, 2024 | +0.9% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LB Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2007877&type=13F-HR&dateb=&owner=include&count=40CIK 2007877
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2007877/000139834426013145/Filed July 30, 2026 · accession 0001398344-26-013145