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LB Partners’s Factset FDS Stock Holding History

LB Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$388K Buy
+1,685
New +$387K 0.26% 25

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

LB Partners's FDS Position: Q2 2026 in Review

LB Partners opened a new position in Factset (FDS) in Q2 2026: 1,685 shares worth $388K. The stake represents 0.26% of the portfolio and ranks #25 among its holdings.

282 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • LB Partners held 1,685 shares of Factset worth $388K as of Q2 2026.
  • Factset was a new LB Partners position in Q2 2026.
  • Factset made up 0.26% of LB Partners's portfolio in Q2 2026, its #25 holding.
  • 282 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.