LB Partners
LB Partners reported 33 stocks worth $147M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are RELY (19.4%), NIQ (12.3%) and Open Lending Corp (10.3%). Compared with Q1 2026, the fund opened new positions in TOST, FDS and FSK, added to NIQ, MU and OPFI, trimmed RELY, TIGO and SPT and sold out of FISV, GTLB and GPN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RELY Remitly Global Inc | $28.4M | 19.4% | 1.3M | −261K (−17%) | 8 of 8 | |
| 2 |  NIQ Niq Global Intelligence PLC | $18.1M | 12.3% | 1.9M | +1.5M (+383%) | 4 of 8 | |
| 3 | OPEN LENDING CORP | $15.1M | 10.3% | 4.9M | −550K (−10%) | 5 of 8 | |
| 4 |  COF Capital One Finl Corp | $14.1M | 9.6% | 70K | No change | 5 of 8 | |
| 5 |  AXP American Express Co | $10.1M | 6.9% | 30K | No change | 8 of 8 | |
| 6 |  TIGO Millicom Intl Cellular S A | $7M | 4.8% | 77K | −66K (−46%) | 8 of 8 | |
| 7 |  MU Micron Technology Inc | $6.9M | 4.7% | 6,000 | +2,000 (+50%) | 2 of 8 | |
| 8 |  GOOGL Alphabet Inc | $6.8M | 4.6% | 19K | No change | 8 of 8 | |
| 9 |  OPFI Oppfi Inc | $6.3M | 4.3% | 633K | +133K (+27%) | 8 of 8 | |
| 10 |  FOUR SHIFT4 Pmts Inc | $4.7M | 3.2% | 96K | +66K (+220%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FISV Fiserv Inc | $1.5M | 27K |
 GTLB Gitlab Inc | $1.3M | 60K |
 GPN Global Pmts Inc | $673K | 10K |
 NOW Servicenow Inc | $627K | 6,000 |
 GLIBK Gci Liberty Inc | $402K | 11K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LB Partners 13F FAQ
What does LB Partners own?
LB Partners reported 33 stocks worth $147M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are RELY (19.4%), NIQ (12.3%) and Open Lending Corp (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did LB Partners buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 8 added to, 5 trimmed and 6 sold out. New positions include TOST, FDS and FSK. It sold all of FISV, GTLB and GPN.
When will LB Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is LB Partners's portfolio worth?
The Q2 2026 filing reports $147M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.