JNE Partners LLP
Follow13F filer, CIK 1770120, London, United Kingdom
JNE Partners LLP reported $191,961,847 across 7 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002085
- Period
- 2025-03-31
- Reported value
- $192M
- Holdings
- 7
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| LLYVAadded | +236,771 | $15.9M |
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, Q1 2025
Share positions as resolved from 13F-HR 0001172661-25-002085, largest first. % of portfolio is the value over $191,961,847, 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 | $88.6M | 46.18% | 0 | Timeline | ||
| LBRDALIBERTY BROADBAND CORP | 635,155 | $54M | 28.12% | 0 | Timeline | ||
| BATRKATLANTA BRAVES HLDGS INC | 721,141 | $28.9M | 15.03% | 0 | Timeline | ||
| LLYVALIBERTY MEDIA CORP | 240,121 | $16.1M | 8.41% | +236,771 | Timeline | ||
| NGNOVAGOLD RESOURCES INC | 1,307,396 | $3.82M | 1.99% | 0 | Timeline | ||
| LBRDKLIBERTY BROADBAND CORP | 5,540 | $471K | 0.25% | 0 | Timeline | ||
| WALDWWALDENCAST PLC | 333,333 | $43.7K | 0.02% | 0 | Timeline |
How Q1 2025 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 0001172661-25-002085 | base | 2025-05-15 | acceptance time not in the bulk data set |