Jne Partners LLP
CIK:0001770120
Investment Adviser
$1B AUM
8 holdings
London, United Kingdom
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
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)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLYVK | LIBERTY MEDIA CORP DEL | 42.46% | $105.6M | 1,300,890 | $42.69 | $81.16 | +$16.9M |
L LBRDA | LIBERTY BROADBAND CORP | 24.98% | $62.1M | 635,155 | $74.36 | $91.64 | +$8.1M |
B BATRK | ATLANTA BRAVES HLDGS INC | 13.56% | $33.7M | 721,141 | $36.87 | $46.77 | +$4.9M |
B BIO | BIO RAD LABS INC | 8.94% | $22.2M | 92,100 | $241.32 | $241.32 | +$22.2M |
L LLYVA | LIBERTY MEDIA CORP DEL | 7.67% | $19.1M | 240,121 | $67.23 | $79.48 | +$2.9M |
Industry Allocation
TELEVISION BROADCASTING STATIONS
+63.7%
CABLE & OTHER PAY TELEVISION SERVICES
+25.2%
SERVICES-AMUSEMENT & RECREATION SERVICES
+13.6%
LABORATORY ANALYTICAL INSTRUMENTS
+8.9%
GOLD AND SILVER ORES
+2.2%