LB Partners LLC - Portfolio Stock Holdings

LB Partners LLC disclosed 39 stock positions in a recent SEC 13F filing. $146,578,230 of stock holdings were filed, with the largest holdings including RELY, NIQ, and LPRO. This filing represented positions held on June 30, 2026, and was filed on July 30, 2026.

We estimate the fund has a total AUM of $191,306,535 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.