GOGO β€” GOGO INC

Ownership history in LB Partners LLC  Β·  9 quarters on record

AI Ownership Summary

LB Partners LLC reported GOGO INC (GOGO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 23.28% in 2025 Q2. The latest visible filing shows GOGO at 0.65% 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 GOGO 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 GOGO INC, 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
2025 Q4

GOGO was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.28% in 2025 Q2

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 2025 Q4

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 GOGO β€” position size vs. price
% of Fund (quarterly)    GOGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 150,000 -3,078,979 -95.4% 0.65% $699K 2026-02-14 (Est.) $4.17
2025 Q3 ADDED 3,228,979 +745,000 +30.0% 17.80% $27.7M 2025-10-31 $9.10
2025 Q2 ADDED 2,483,979 +120,000 +5.1% 23.28% $36.5M 2025-07-29 $16.26
2025 Q1 ADDED 2,363,979 +142,887 +6.4% 14.60% $20.3M 2025-04-29 $7.77
2024 Q4 ADDED 2,221,092 +176,092 +8.6% 13.47% $18.0M 2025-01-24 $8.96
2024 Q3 ADDED 2,045,000 +225,000 +12.4% 12.75% $14.7M 2024-10-21 $6.80
2024 Q2 REDUCED 1,820,000 -75,606 -4.0% 14.57% $17.5M 2024-07-29 $9.15
2024 Q1 ADDED 1,895,606 +448,918 +31.0% 16.98% $16.6M 2024-05-01 $9.06
2023 Q4 INITIATED 1,446,688 β€” β€” 16.07% $14.7M 2024-01-26 $9.02

FAQ About LB Partners LLC and GOGO

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 GOGO?

LB Partners LLC reported GOGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for GOGO was 23.28% in 2025 Q2.

What is the latest reported GOGO position on this page?

The most recent filing on this page is 2025 Q4, when LB Partners LLC reported 150,000 shares, equal to 0.65% of portfolio, with an estimated market value of $699K.

What does the chart on this GOGO ownership page compare?

The chart compares LB Partners LLC's quarterly GOGO 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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