DOSSIER · 13F-HR · Q1 2026
LB Partners LLC
$112M in tracked AUM across 37 positions as of Q1 2026.
LP
CIK 0002007877 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of LB Partners LLC SEC 13F Filing (Q3 2025)
Portfolio Overview
LB Partners LLC manages a concentrated portfolio with a total value of $137.9 million as of September 30, 2025. The firm employs a high-conviction investment strategy, holding only 24 positions, which indicates a preference for selectivity over broad diversification. The portfolio experienced a 12.0% decrease in total value from the previous quarter ($156.64M), a decline driven by a combinatio...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.