LP

LB Partners LLC

13F
LB Partners LLC
Last update 2024-10-21 22 Stocks (3 new)
Value $115.00 Mil Turnover 8 %
Countries:
Top Holdings: WOW(30.32%)GOGO(12.75%)TIGO(12.06%)AXP(7.54%)DFS(5.65%)
Portfolio Report
Summary Stock Picks Current Portfolio
LB Partners LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WOW 		WideOpenWest Inc
6,648,803
34906.220
+0.94%
30.320
+0.28%
7.850
+10.60%
+36.54%
468.806
Telecommunication Services
GOGO 		Gogo Inc
2,045,000
14683.100
+12.36%
12.750
+1.40%
1.610
+6.49%
-15.79%
1082.904
Telecommunication Services
TIGO 		Millicom International Cellular SA
511,923
13883.350
+1.98%
12.060
+0.23%
0.300
+8.16%
+51.78%
4685.309
Telecommunication Services
AXP 		American Express Co
32,000
8678.400
0%
7.540
0%
0.000
+22.46%
+49.06%
194384.523
Credit Services
DFS 		Discover Financial Services
46,350
6502.440
+27.51%
5.650
+1.22%
0.020
+23.58%
+37.35%
38125.213
Credit Services
RELY 		Remitly Global Inc
473,270
6337.090
0%
5.500
0%
0.240
+47.11%
-0.31%
3834.464
Software
OPFI 		OppFi Inc
920,970
4356.190
0%
3.780
0%
4.550
+57.83%
+0.62%
100.040
Credit Services
TH 		Target Hospitality Corp
536,428
4173.410
+300.32%
3.620
+2.72%
0.530
-6.90%
-16.75%
813.494
Business Services
LBRDK 		Liberty Broadband Corp
50,000
3864.500
0%
3.360
0%
0.040
+44.37%
+15.72%
13303.331
Telecommunication Services
FRPH 		FRP Holdings Inc
125,802
3756.450
0%
3.260
0%
0.660
+7.63%
-4.01%
574.340
Real Estate

LB Partners LLC's Historical Top Holdings Breakdowns

LB Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BABA 		Alibaba Group Holding Ltd2024-09-30Sold Out
-4.56%
●
72.18 ($81.82) 107.33
$99.21
21.25%
Sold Out
0
-76,000
TH 		Target Hospitality Corp2024-09-30Add
+2.72%
●
7.42 ($9.35) 10.11
$8.10
-13.37%
Add 300.32%
536,428
402,428
PTON 		Peloton Interactive Inc2024-09-30Sold Out
-1.67%
●
2.88 ($3.93) 5.17
$7.66
94.91%
Sold Out
0
-595,014
BSM 		Black Stone Minerals LP2024-09-30Reduce
-1.42%
●
14.05 ($14.98) 15.85
$14.91
-0.47%
Reduce -91.6%
10,000
-109,000
GOGO 		Gogo Inc2024-09-30Add
+1.40%
●
6.62 ($8.16) 9.84
$8.53
4.53%
Add 12.36%
2,045,000
225,000
DFS 		Discover Financial Services2024-09-30Add
+1.22%
●
123.41 ($134.51) 144.72
$151.85
12.89%
Add 27.51%
46,350
10,000
COF 		Capital One Financial Corp2024-09-30Sold Out
-1.04%
●
131.42 ($142.4) 153.05
$166.05
16.61%
Sold Out
0
-9,000
ESTC 		Elastic NV2024-09-30New Buy
+1.00%
●
70.14 ($98.62) 122.27
$82.40
-16.45%
New holding
15,000
15,000
OKTA 		Okta Inc2024-09-30New Buy
+0.97%
●
71 ($87.38) 100.39
$74.07
-15.23%
New holding
15,000
15,000
SPOT 		Spotify Technology SA2024-09-30Sold Out
-0.91%
●
290.16 ($332.48) 383.96
$382.63
15.08%
Sold Out
0
-3,500

LB Partners LLC Total Holding History ($B)

To

LB Partners LLC's Asset Allocation

To

LB Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LB Partners LLC's Hypothetical Growth since 2024-09-30

LB Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LB Partners LLC's Holdings Heat Map

Size field:

LB Partners LLC's Holdings Bubble Chart

LB Partners LLC News

  • 1

Discussions on LB Partners LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.