LB Partners LLC holds a focused book of 34 stocks worth $146.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Toast Inc-Class A and trimmed Remitly Global Inc. Their largest long position is Remitly Global Inc at 19% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as LB Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 50 / 34 | $100.5B |
| JPMORGAN CHASE & CO | 49 / 34 | $187.7B |
| MORGAN STANLEY | 49 / 34 | $183.9B |
| ROYAL BANK OF CANADA | 49 / 34 | $49.8B |
| UBS Group AG | 49 / 34 | $45.5B |
| WELLS FARGO & COMPANY/MN | 49 / 34 | $39.8B |
| CWM, LLC | 49 / 34 | $1.7B |
| BlackRock, Inc. | 48 / 34 | $866.8B |
Ranked by how many of LB Partners LLC's top 34 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Remitly Global Inc COM | $28.4M | 1.27M | 19.4% | ▼−17% Reduced · −261K sh | |
| 2 | Niq Global Intelligence PLC ORDINARY SHARES | $18.1M | 1.93M | 12.3% | ▲+383% Added · +1.5M sh | |
| 3 | Open Lending Corp COM | $15.1M | 4.85M | 10.3% | ▼−10% Reduced · −550K sh | |
| 4 | Capital One Finl Corp COM | $14.1M | 70.1K | 9.6% | —Held | |
| 5 | American Express Co COM | $10.1M | 30.0K | 6.9% | —Held | |
| 6 | Millicom Intl Cellular S A COM STK | $7.0M | 77.0K | 4.8% | ▼−46% Reduced · −66K sh | |
| 7 | Micron Technology Inc COM | $6.9M | 6.0K | 4.7% | ▲+50% Added · +2K sh | |
| 8 | Alphabet Inc CAP STK CL A | $6.8M | 19.0K | 4.6% | —Held | |
| 9 | Oppfi Inc COM CL A | $6.3M | 632.5K | 4.3% | ▲+27% Added · +133K sh | |
| 10 | Shift4 PMTS Inc CL A | $4.7M | 96.0K | 3.2% | ▲+220% Added · +66K sh | |
| 11 | Toast Inc CL A | $4.3M | 155.0K | 2.9% | ▲New New position | |
| 12 | Liberty Broadband Corp COM SER C | $3.7M | 110.1K | 2.5% | ▲+509% Added · +92K sh | |
| 13 | Sprout Social Inc COM CL A | $3.6M | 479.7K | 2.5% | ▼−68% Reduced · −1.0M sh | |
| 14 | Alphabet Inc CAP STK CL C | $2.8M | 8.0K | 1.9% | —Held | |
| 15 | Gogo Inc COM | $2.1M | 683.1K | 1.4% | ▼−15% Reduced · −121K sh | |
| 16 | Amazon Com Inc COM | $1.9M | 8.0K | 1.3% | —Held | |
| 17 | PDD Holdings Inc SPONSORED ADS | $1.7M | 22.0K | 1.1% | —Held | |
| 18 | Nvidia Corporation COM | $1.6M | 8.0K | 1.1% | ▲+33% Added · +2K sh | |
| 19 | KKR & Co Inc COM | $1.6M | 17.1K | 1.1% | —Held | |
| 20 | BBB Foods Inc CL A COM | $1.5M | 35.0K | 1.0% | —Held | |
| 21 | PayPal Hldgs Inc COM | $972K | 22.5K | 0.7% | ▲+13% Added · +3K sh | |
| 22 | Triple Flag Precious Metal COM | $447K | 14.9K | 0.3% | —Held | |
| 23 | Etfs Gold TR PHYSCL GOLD SHS | $421K | 11.0K | 0.3% | —Held | |
| 24 | Devon Energy Corp New COM | $413K | 10.0K | 0.3% | —Held | |
| 25 | Factset Resh Sys Inc COM | $388K | 1.7K | 0.3% | ▲New New position | |
| 26 | International Money Express COM | $332K | 23.0K | 0.2% | —Held | |
| 27 | S&P Global Inc COM | $305K | 750 | 0.2% | —Held | |
| 28 | Metalla Rty & Streaming Ltd COM NEW | $274K | 36.0K | 0.2% | —Held | |
| 29 | FRP Hldgs Inc COM | $239K | 9.6K | 0.2% | —Held | |
| 30 | Chevron Corporation COM | $232K | 1.4K | 0.2% | —Held | |
| 31 | Black Stone Minerals L P COM UNIT | $140K | 10.0K | 0.1% | —Held | |
| 32 | Midcap Financial Invstmnt Co COM NEW | $121K | 12.0K | 0.1% | ▲+20% Added · +2K sh | |
| 33 | FS KKR Cap Corp COM | $117K | 11.2K | 0.1% | ▲New New position | |
| 34 | Cable One Inc NOTE 1.125% 3/1 | $68K | 100.0K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2007877/holdings"
Use Arkolith to show LB Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 34 | $146.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 37 | $111.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 25 | $108.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 29 | $155.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 23 | $156.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 22 | $139.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 21 | $133.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 22 | $115.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.