SEC Form 13F

LB Partners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$146,645,732
Positions34

Largest disclosed positions

IssuerTickerClassReported valueReported amount
REMITLY GLOBAL INCRELYCOM$28,415,8801,268,000
NIQ GLOBAL INTELLIGENCE PLCNIQORDINARY SHARES$18,065,7711,932,168
OPEN LENDING CORPLPROCOM$15,086,1164,850,841
CAPITAL ONE FINL CORPCOFCOM$14,054,63570,056
AMERICAN EXPRESS COAXPCOM$10,147,50030,000
MILLICOM INTL CELLULAR S ATIGOCOM STK$6,988,52077,000
MICRON TECHNOLOGY INCMUCOM$6,925,7406,000
ALPHABET INCGOOGLCAP STK CL A$6,790,03019,000
OPPFI INCOPFICOM CL A$6,280,725632,500
SHIFT4 PMTS INCFOURCL A$4,669,44096,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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