Howard Marks's LBTYA Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 8.55 M shares of Liberty Global Ltd. (LBTYA) worth $98 M, representing 1.51% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Howard Marks has maintained a strategic position in LBTYA, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 2.17 M shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Liberty Global (LBTYA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Liberty Global (LBTYA) Trades by Howard Marks
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +1.95 M | New Buy | 1.95 M | $18.93 |
| Q4 2023 | +785,000 | Add 40.34% | 2.73 M | $17.77 |
| Q1 2024 | -2.73 M | Sold Out | 2.73 M | $0.00 |
| Q2 2024 | +3.8 M | New Buy | 3.8 M | $17.43 |
| Q3 2024 | +2.17 M | Add 57.12% | 5.97 M | $21.11 |
| Q4 2024 | +1.23 M | Add 20.61% | 7.2 M | $12.76 |
| Q2 2025 | +1.01 M | Add 13.99% | 8.21 M | $10.01 |
| Q3 2025 | +339,000 | Add 4.13% | 8.55 M | $11.46 |
Howard Marks's Liberty Global Investment FAQs
Howard Marks first purchased Liberty Global Ltd. (LBTYA) in Q4 2022, acquiring 1,946,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held Liberty Global Ltd. (LBTYA) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's largest addition to Liberty Global Ltd. (LBTYA) was in Q2 2024, adding 3,801,637 shares worth $66.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 8,551,191 shares of Liberty Global Ltd. (LBTYA), valued at approximately $98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Liberty Global Ltd. (LBTYA) represents approximately 1.51% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's peak holding in Liberty Global Ltd. (LBTYA) was 8,551,191 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.