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Size ($ in 1000's)
At 12/31/2023: $91,045
At 09/30/2023: $0
LB Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LB Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the LB Partners LLC top holdings by largest position size, as per the latest 13f filing made by LB Partners LLC.
In the LB Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by LB Partners LLC in that top holding, then the share count change between reporting periods, and finally the LB Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| GOGO INC |
1,446,688 |
+1,446,688 |
$14,655 | | GOGO | 1,446,688 | +1,446,688 | $14,655 | | WIDEOPENWEST INC |
2,975,961 |
+2,975,961 |
$12,053 | | WOW | 2,975,961 | +2,975,961 | $12,053 | | MILLICOM INTL CELLULAR S A |
500,000 |
+500,000 |
$9,000 | | TIGO | 500,000 | +500,000 | $9,000 | | AMERICAN EXPRESS CO |
40,000 |
+40,000 |
$7,494 | | AXP | 40,000 | +40,000 | $7,494 | | ALIBABA GROUP HLDG LTD |
75,000 |
+75,000 |
$5,813 | | BABA | 75,000 | +75,000 | $5,813 | | REMITLY GLOBAL INC |
290,000 |
+290,000 |
$5,632 | | RELY | 290,000 | +290,000 | $5,632 | | SPOTIFY TECHNOLOGY S A |
25,000 |
+25,000 |
$4,698 | | SPOT | 25,000 | +25,000 | $4,698 | | FRP HLDGS INC |
62,901 |
+62,901 |
$3,955 | | FRPH | 62,901 | +62,901 | $3,955 | | CHARTER COMMUNICATIONS INC N |
10,000 |
+10,000 |
$3,887 | | CHTR | 10,000 | +10,000 | $3,887 | | LIQUIDIA CORPORATION |
282,947 |
+282,947 |
$3,404 | | LQDA | 282,947 | +282,947 | $3,404 | | SPIRIT AIRLS INC |
192,069 |
+192,069 |
$3,148 | | SAVE | 192,069 | +192,069 | $3,148 | | BLACK STONE MINERALS LP |
171,818 |
+171,818 |
$2,742 | | BSM | 171,818 | +171,818 | $2,742 | | ALPHABET INC |
19,000 |
+19,000 |
$2,654 | | GOOGL | 19,000 | +19,000 | $2,654 | | ALPHABET INC |
17,200 |
+17,200 |
$2,424 | | GOOG | 17,200 | +17,200 | $2,424 | | OPPFI INC |
320,000 |
+320,000 |
$1,638 | | OPFI | 320,000 | +320,000 | $1,638 | | ALTICE USA INC |
503,500 |
+503,500 |
$1,636 | | ATUS | 503,500 | +503,500 | $1,636 | | KKR & CO INC |
17,100 |
+17,100 |
$1,417 | | KKR | 17,100 | +17,100 | $1,417 | | ELASTIC N V |
10,000 |
+10,000 |
$1,127 | | ESTC | 10,000 | +10,000 | $1,127 | | SANDRIDGE ENERGY INC |
78,300 |
+78,300 |
$1,070 | | SD | 78,300 | +78,300 | $1,070 | | THRYV HLDGS INC |
50,000 |
+50,000 |
$1,018 | | THRY | 50,000 | +50,000 | $1,018 | | ANTERO RESOURCES CORP |
20,000 |
+20,000 |
$454 | | AR | 20,000 | +20,000 | $454 | | S&P GLOBAL INC |
750 |
+750 |
$330 | | SPGI | 750 | +750 | $330 | | ABRDN GOLD ETF TRUST (SGOL) |
11,000 |
+11,000 |
$217 | | SGOL | 11,000 | +11,000 | $217 | | TRIPLE FLAG PRECIOUS METAL |
14,913 |
+14,913 |
$198 | | TFPM | 14,913 | +14,913 | $198 | | PROSHARES TR (SPXU) |
20,000 |
+20,000 |
$172 | | SPXU | 20,000 | +20,000 | $172 | | METALLA RTY & STREAMING LTD |
36,000 |
+36,000 |
$111 | | MTA | 36,000 | +36,000 | $111 |
See Full List: All Stocks Held By LB Partners LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By LB Partners LLC
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