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Jne Partners LLP

CIK:0001770120
Investment Adviser
$1B AUM
8 holdings
London, United Kingdom
Founded:2009
16 employees
Latest filing:Jun 30, 2025

JNE Partners LLP is a London-based investment manager focused on European markets, specializing in fundamental value investing in public and private equities and credit, managing a concentrated portfolio to identify risk-adjusted opportunities.

Investment Strategy

Fundamental value investing in public and private equities and credit

Latest 13F Filing Activity

Jne Partners LLP filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $249M. The fund increased holdings in Bio Rad Labs Inc., Liberty Media Corp. Del, Liberty Broadband Corp. among other positions. Jne Partners LLP reduced exposure to Waldencast PLC, Liberty Broadband Corp., Novagold Res Inc. among others.

Top Buys
B
BIOBIO RAD LABS INC
+$22.2M
L
LLYVKLIBERTY MEDIA CORP DEL
+$16.9M
L
LBRDALIBERTY BROADBAND CORP
+$8.1M
B
BATRKATLANTA BRAVES HLDGS INC
+$4.9M
L
LLYVALIBERTY MEDIA CORP DEL
+$2.9M
Top Sells
B
BIOBIO RAD LABS INC
+$22.2M
L
LLYVKLIBERTY MEDIA CORP DEL
+$16.9M
L
LBRDALIBERTY BROADBAND CORP
+$8.1M
B
BATRKATLANTA BRAVES HLDGS INC
+$4.9M
L
LLYVALIBERTY MEDIA CORP DEL
+$2.9M

Top Holdings

L
LLYVKLIBERTY MEDIA CORP DEL
+42.5%$105.6M
L
LBRDALIBERTY BROADBAND CORP
+25.0%$62.1M
B
BATRKATLANTA BRAVES HLDGS INC
+13.6%$33.7M
B
BIOBIO RAD LABS INC
+8.9%$22.2M
L
LLYVALIBERTY MEDIA CORP DEL
+7.7%$19.1M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
LIBERTY MEDIA CORP DEL42.46%$105.6M1,300,890$42.69$81.16+$16.9M
LIBERTY BROADBAND CORP24.98%$62.1M635,155$74.36$91.64+$8.1M
ATLANTA BRAVES HLDGS INC13.56%$33.7M721,141$36.87$46.77+$4.9M
BIO RAD LABS INC8.94%$22.2M92,100$241.32$241.32+$22.2M
LIBERTY MEDIA CORP DEL7.67%$19.1M240,121$67.23$79.48+$2.9M

Industry Allocation

TELEVISION BROADCASTING STATIONS
+65.3%
CABLE & OTHER PAY TELEVISION SERVICES
+17.3%
LABORATORY ANALYTICAL INSTRUMENTS
+11.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.4%
SERVICES-AMUSEMENT & RECREATION SERVICES
+2.1%