Charles P. Cocke Jr.

Lb Partners Llc

Assets Managed

$111.544M

Holdings

Last Quarter

2026 - Q1

Filed Date

23d ago

Growth Rate

2.95%(2Q avg: -13.75%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lb Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Lb Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 111.544M in assets, with a quarterly growth rate of 2.95% and a 2-quarter average growth rate of -13.75%. The portfolio is managed by Charles P. Cocke Jr., and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
RELY Remitly Global Inc Recent Activity Increased 22.45%	21.49%	$23.962M 1.529M shares@ $15.68 avg price	Increased 22.45%
COF Capital One Financial Corp Recent Activity Increased 9.37%	11.46%	$12.78M 70,056 shares@ $182.43 avg price	Increased 9.37%
TIGO Millicom Intl Cellular S.a. Recent Activity Decreased -38.36%	9.61%	$10.716M 143,000 shares@ $74.94 avg price	Decreased -38.36%
AXP American Express Co Recent Activity Decreased -6.25%	8.14%	$9.074M 30,000 shares@ $302.48 avg price	Decreased -6.25%
SPT Sprout Social Inc - Class A Recent Activity Increased 144.71%	7.73%	$8.613M 1.511M shares@ $5.7 avg price	Increased 144.71%
LPRO Open Lending Corp Recent Activity Increased 2.86%	6.06%	$6.751M 5.401M shares@ $1.25 avg price	Increased 2.86%
GOOGL Alphabet Inc-cl A Recent Activity	4.9%	$5.464M 19,000 shares@ $287.56 avg price
NIQ Niq Global Intelligence Plc Recent Activity Increased 63.35%	4.08%	$4.545M 399,700 shares@ $11.37 avg price	Increased 63.35%
OPFI Oppfi Inc Recent Activity	3.46%	$3.855M 500,000 shares@ $7.71 avg price
GOGO Gogo Inc Recent Activity Increased 436.03%	2.9%	$3.232M 804,034 shares@ $4.03 avg price	Increased 436.03%

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