JNE Partners LLP
Follow13F filer, CIK 1770120, London, United Kingdom
JNE Partners LLP reported $168,406,116 across 7 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-000896
- Period
- 2024-12-31
- Reported value
- $168M
- Holdings
- 7
- Top 10 weight
- 100%
- New
- 3
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| LBRDAnew | +635,155 | $47.2M |
| LLYVKadded | +288,390 | $19.6M |
| LBRDKnew | +5,540 | $414K |
| LLYVAnew | +3,350 | $222K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
None.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001172661-25-000896, largest first. % of portfolio is the value over $168,406,116, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| LLYVKLIBERTY MEDIA CORP DEL | 1,300,890 | $88.5M | 52.57% | +288,390 | Timeline | ||
| LBRDALIBERTY BROADBAND CORP | 635,155 | $47.2M | 28.05% | new | Timeline | ||
| BATRKATLANTA BRAVES HLDGS INC | 721,141 | $27.6M | 16.38% | 0 | Timeline | ||
| NGNOVAGOLD RESOURCES INC | 1,307,396 | $4.35M | 2.59% | 0 | Timeline | ||
| LBRDKLIBERTY BROADBAND CORP | 5,540 | $414K | 0.25% | new | Timeline | ||
| LLYVALIBERTY MEDIA CORP | 3,350 | $222K | 0.13% | new | Timeline | ||
| WALDWWALDENCAST PLC | 333,333 | $56.7K | 0.03% | 0 | Timeline |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001172661-25-000896 | base | 2025-02-14 | acceptance time not in the bulk data set |