LB Partners LLC THRY — THRYV HLDGS INC

Ownership history in LB Partners LLC  ·  6 quarters on record

AI Ownership Summary

LB Partners LLC reported THRYV HLDGS INC (THRY) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.22% in 2024 Q4. The latest visible filing shows THRY at 1.39% 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 THRY 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 THRYV HLDGS 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

THRY was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2024 Q4

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.

THRY stock page LB Partners LLC fund profile LB Partners LLC full holdings
How LB Partners LLC held THRY — position size vs. price
% of Fund (quarterly)    THRY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 249,705 — 0% 1.39% $1.5M 2026-02-17 $3.59
2025 Q3 UNCHANGED — — — 249,705 — 0% 1.93% $3.0M 2025-10-31 $7.71
2025 Q2 ADDED — — — 249,705 +50,000 +25.0% 1.94% $3.0M 2025-07-29 $12.14
2025 Q1 UNCHANGED — — — 199,705 — 0% 1.83% $2.5M 2025-04-29 $13.72
2024 Q4 ADDED — — — 199,705 +149,705 +299.4% 2.22% $3.0M 2025-01-24 $16.58
2023 Q4 INITIATED — — — 50,000 — — 1.12% $1.0M 2024-01-26 $21.16

🏢 Other funds also holding THRY

As of 2026 Q1 — sorted by position size

BROOKTREE CAPITAL MANAGEMENT 3Y 2.01% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 0.07% PARTHENON LLC 3Y 7Y 0.06% AlphaQuest LLC 0.02% MCMORGAN & CO LLC 3Y 7Y 0.01% DGS Capital Management, LLC 3Y 0.01% Covestor Ltd 3Y 0.0% STRS OHIO 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0%

FAQ About LB Partners LLC and THRY

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 THRY?

LB Partners LLC reported THRY across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for THRY was 2.22% in 2024 Q4.

What is the latest reported THRY position on this page?

The most recent filing on this page is 2025 Q4, when LB Partners LLC reported 249,705 shares, equal to 1.39% of portfolio, with an estimated market value of $1.5M.

What does the chart on this THRY ownership page compare?

The chart compares LB Partners LLC's quarterly THRY 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 THRY position?

Based on 13F filing dates vs. subsequent THRY price moves, LB Partners LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on THRY relative to SPY over the holding period was -78.9%.

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