LP

LB Partners Portfolio holdings

AUM $156M
1-Year Est. Return 36.58%
This Quarter Est. Return
1 Year Est. Return
+36.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$5.74M
2 +$2.01M
3 +$1.25M
4
TH icon
Target Hospitality
TH
+$1.17M
5
WOW icon
WideOpenWest
WOW
+$736K

Top Sells

1 +$3.29M
2 +$752K
3 +$727K
4
BSM icon
Black Stone Minerals
BSM
+$467K
5
DFS
Discover Financial Services
DFS
+$327K

Sector Composition

1 Communication Services 63.2%
2 Financials 15.54%
3 Consumer Discretionary 6.23%
4 Technology 5.37%
5 Real Estate 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,500