Long-term investor
Lb Partners LLC @lbpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007877).
Record
- Tracked since 2025-06-30 (445 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +7.9% · all +7.9%
- Max drawdown n/a · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RELY · 19.4% · long · since 2025-12-31
- NIQ · 12.3% · long · since 2025-12-31
- 68373J104 · 10.3% · long · since 2025-12-31
- COF · 9.6% · long · since 2025-12-31
- AXP · 6.9% · long · since 2025-12-31
- TIGO · 4.8% · long · since 2025-12-31
- MU · 4.7% · long · since 2026-03-31
- GOOGL · 4.6% · long · since 2025-12-31
- OPFI · 4.3% · long · since 2025-12-31
- FOUR · 3.2% · long · since 2026-03-31
- TOST · 2.9% · long · since 2026-06-30
- 530307305 · 2.5% · long · since 2025-12-31