JNE Partners LLP

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), JNE Partners LLP reported 6 stock positions worth $191.9 million. Its top holding was Liberty Media Corp.-Liberty-C (LLYVK) at 46.2% of the portfolio, followed by Liberty Broadband-A (LBRDA, 28.1%) and Atlanta Braves Holdings in-C (BATRK, 15.0%). Compared with Q4 2024, it added to 1. The biggest buy was Liberty Media Corp.-Liberty-A (LLYVA, shares +7068%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001770120
Portfolio Value
$191.9M (Q1 2025)
SEC Filing
0001172661-25-002085 ↗ filed May 15, 2025

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 Q3 2024 Q4 2024: $168.3M Q4 2024 Q1 2025: $191.9M $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 6 stocks · $191.9M
LLYVK Liberty Media Corp.-Liberty-C 46.19% 1,300,890 $88.6M No change
LBRDA Liberty Broadband-A 28.13% 635,155 $54.0M No change
BATRK Atlanta Braves Holdings in-C 15.03% 721,141 $28.9M No change
LLYVA Liberty Media Corp.-Liberty-A 8.41% 240,121 $16.1M Add +7067.8%
NG Novagold Resources Inc. 1.99% 1,307,396 $3.8M No change
LBRDK Liberty Broadband-C 0.25% 5,540 $471K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $44K (not counted above)
SecurityClassShares / PrincipalValueChange
MLKWF Waldencast Acq Class A -CW27 *W EXP 07/27/202 333,333$44KNo change

Total filed on the 13F, all lines: $192.0M.

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
LLYVA Liberty Media Corp.-Liberty-A Add +7067.8% 8.41% +8.28

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