LB Partners LLC TFPM TRIPLE FLAG PRECIOUS METAL

Ownership history in LB Partners LLC  ·  10 quarters on record

AI Ownership Summary

LB Partners LLC reported TRIPLE FLAG PRECIOUS METAL (TFPM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.46% in 2026 Q1. The latest visible filing shows TFPM at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TFPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LB Partners LLC's position in TRIPLE FLAG PRECIOUS METAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TFPM was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LB Partners LLC held TFPM — position size vs. price
% of Fund (quarterly)    TFPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 14,913 0% 0.46% $518K 2026-04-24 $33.76
2025 Q4 UNCHANGED 14,913 0% 0.46% $495K 2026-02-17 $35.52
2025 Q3 UNCHANGED 14,913 0% 0.28% $436K 2025-10-31 $27.72
2025 Q2 UNCHANGED 14,913 0% 0.23% $353K 2025-07-29 $23.50
2025 Q1 UNCHANGED 14,913 0% 0.20% $284K 2025-04-29 $20.18
2024 Q4 UNCHANGED 14,913 0% 0.17% $224K 2025-01-24 $15.83
2024 Q3 UNCHANGED 14,913 0% 0.21% $241K 2024-10-21 $17.92
2024 Q2 UNCHANGED 14,913 0% 0.19% $231K 2024-07-29 $15.23
2024 Q1 UNCHANGED 14,913 0% 0.22% $215K 2024-05-01 $15.97
2023 Q4 INITIATED 14,913 0.22% $198K 2024-01-26 $12.50

FAQ About LB Partners LLC and TFPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LB Partners LLC reported owning TFPM?

LB Partners LLC reported TFPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TFPM position in LB Partners LLC's portfolio?

The largest reported portfolio weight for TFPM was 0.46% in 2026 Q1.

What is the latest reported TFPM position on this page?

The most recent filing on this page is 2026 Q1, when LB Partners LLC reported 14,913 shares, equal to 0.46% of portfolio, with an estimated market value of $518K.

What does the chart on this TFPM ownership page compare?

The chart compares LB Partners LLC's quarterly TFPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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