JNE Partners LLP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), JNE Partners LLP reported 3 stock positions worth $86.0 million. Its top holding was Liberty Media Corp.-Liberty-C (LLYVK) at 60.4% of the portfolio, followed by Atlanta Braves Holdings in-C (BATRK, 33.4%) and Novagold Resources (NG, 6.2%). Compared with Q2 2024, it added to 1. The biggest buy was Liberty Media Corp.-Liberty-C (LLYVK, shares +21%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001770120
Portfolio Value
$86.0M (Q3 2024)
SEC Filing
0001172661-24-004984 ↗ filed Nov 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $68.7M Q1 2024 Q2 2024: $65.6M Q2 2024 Q3 2024: $86.0M $86.0M Q3 2024 Q4 2024: $168.3M Q4 2024 Q1 2025: $191.9M Q1 2025 Q2 2025: $248.6M Q2 2025 Q3 2025: $234.9M Q3 2025 Q4 2025: $240.7M Q4 2025 Q1 2026: $244.4M Q1 2026 Q2 2026: $243.2M Q2 2026

Holdings 3 stocks · $86.0M
LLYVK Liberty Media Corp.-Liberty-C 60.41% 1,012,500 $52.0M Add +21.2%
BATRK Atlanta Braves Holdings in-C 33.36% 721,141 $28.7M No change
NG Novagold Resources Inc. 6.23% 1,307,396 $5.4M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $52K (not counted above)
SecurityClassShares / PrincipalValueChange
MLKWF Waldencast Acq Class A -CW27 *W EXP 07/27/202 333,333$52KNo change

Total filed on the 13F, all lines: $86.1M.

Portfolio Sells Q2 2024 → Q3 2024
None this quarter.

Portfolio Buys Q2 2024 → Q3 2024
LLYVK Liberty Media Corp.-Liberty-C Add +21.2% 60.41% +11.66

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$243.2MLLYVK, LLYVA, NIQ, BIO, LBRDA
Q1 2026 6$244.4MLLYVK, NIQ, LLYVA, LBRDA, BIO
Q4 2025 6$240.7MLLYVK, NIQ, LBRDA, LLYVA, BIO
Q3 2025 7$234.9MLLYVK, LBRDA, LLYVA, BIO, NIQ
Q2 2025 7$248.6MLLYVK, LBRDA, BATRK, BIO, LLYVA
Q1 2025 6$191.9MLLYVK, LBRDA, BATRK, LLYVA, NG
Q4 2024 6$168.3MLLYVK, LBRDA, BATRK, NG, LBRDK
Q3 2024 3$86.0MLLYVK, BATRK, NG
Q2 2024 3$65.6MLLYVK, BATRK, NG
Q1 2024 3$68.7MLLYVK, BATRK, NG