LB Partners LLC TIGO — MILLICOM INTL CELLULAR S A

Ownership history in LB Partners LLC  ·  10 quarters on record

AI Ownership Summary

LB Partners LLC reported MILLICOM INTL CELLULAR S A (TIGO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.06% in 2024 Q3. The latest visible filing shows TIGO at 9.61% 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 TIGO 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 MILLICOM INTL CELLULAR S A, 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

TIGO was reported at 9.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.06% in 2024 Q3

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.

TIGO stock page LB Partners LLC fund profile LB Partners LLC full holdings
How LB Partners LLC held TIGO — position size vs. price
% of Fund (quarterly)    TIGO 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 REDUCED — — — 143,000 -89,000 -38.4% 9.61% $10.7M 2026-04-24 $84.06
2025 Q4 REDUCED 25.6% +37.2% ❌ 232,000 -80,000 -25.6% 11.87% $12.9M 2026-02-17 $64.57
2025 Q3 REDUCED 22.4% +18.8% ❌ 312,000 -90,000 -22.4% 9.72% $15.1M 2025-10-31 $45.28
2025 Q2 REDUCED 22.8% +31.0% ❌ 402,000 -118,923 -22.8% 9.62% $15.1M 2025-07-29 $36.87
2025 Q1 ADDED — — — 520,923 +2,000 +0.4% 11.45% $15.9M 2025-04-29 $30.74
2024 Q4 ADDED — — — 518,923 +7,000 +1.4% 9.73% $13.0M 2025-01-24 $24.13
2024 Q3 ADDED — — — 511,923 +9,923 +2.0% 12.06% $13.9M 2024-10-21 $23.13
2024 Q2 ADDED — — — 502,000 +2,000 +0.4% 10.26% $12.3M 2024-07-29 $20.43
2024 Q1 UNCHANGED — — — 500,000 — 0% 10.32% $10.1M 2024-05-01 $17.38
2023 Q4 INITIATED — — — 500,000 — — 9.87% $9.0M 2024-01-26 $14.97

🏢 Other funds also holding TIGO

As of 2026 Q1 — sorted by position size

Marathon Asset Management Ltd 3Y 3.18% Future Fund LLC 3Y 2.41% Triasima Portfolio Management inc. 3Y 2.31% Perpetual Ltd 3Y 7Y 2.02% LEE DANNER & BASS INC 3Y 7Y 1.14% Hosking Partners LLP 3Y 7Y 0.94% Index Technologies Group LLC 0.92% FCG Investment Co 0.69% HENNESSY ADVISORS INC 3Y 7Y 0.68% LWM Advisory Services, LLC 3Y 0.64%

FAQ About LB Partners LLC and TIGO

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 TIGO?

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

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

The largest reported portfolio weight for TIGO was 12.06% in 2024 Q3.

What is the latest reported TIGO position on this page?

The most recent filing on this page is 2026 Q1, when LB Partners LLC reported 143,000 shares, equal to 9.61% of portfolio, with an estimated market value of $10.7M.

What does the chart on this TIGO ownership page compare?

The chart compares LB Partners LLC's quarterly TIGO 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.

How well did LB Partners LLC time their TIGO position?

Based on 13F filing dates vs. subsequent TIGO price moves, LB Partners LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on TIGO relative to SPY over the holding period was +79.9%.

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