Institutional Fund
Lb Partners LLC
Charlottesville, VACIK 20078775 filings on record
Portfolio Value
$111.47M
Q1 2026
Holdings
36
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+2.9%
from $108.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Remitly Global Inc21.5%
- Capital One Finl Corp11.5%
- Millicom Intl Cellular S A9.6%
- American Express Co8.1%
- Sprout Social Inc7.7%
- Open Lending Corp6.1%
- Other35.5%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Remitly Global Inc | 1.53M | $23.96M | 21.5% | +280.3K | Added |
| 2 | Capital One Finl Corp | 70.1K | $12.78M | 11.5% | +6.0K | Added |
| 3 | Millicom Intl Cellular S A | 143.0K | $10.72M | 9.6% | −89.0K | Reduced |
| 4 | American Express Co | 30.0K | $9.07M | 8.1% | −2.0K | Reduced |
| 5 | Sprout Social Inc | 1.51M | $8.61M | 7.7% | +893.5K | Added |
| 6 | Open Lending Corp | 5.40M | $6.75M | 6.1% | +150.0K | Added |
| 7 | Alphabet Inc | 19.0K | $5.46M | 4.9% | 0 | Held |
| 8 | Niq Global Intelligence PLC | 399.7K | $4.54M | 4.1% | +155.0K | Added |
| 9 | Oppfi Inc | 500.0K | $3.85M | 3.5% | 0 | Held |
| 10 | Gogo Inc | 804.0K | $3.23M | 2.9% | +654.0K | Added |
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