Jeremy Grantham's LBRDK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 633,246 shares of Liberty Broadband Corporation (LBRDK) worth $40.24 M, representing 0.11% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LBRDK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 249,411 shares. Largest reduction occurred in Q4 2020, reducing 216,819 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Liberty Broadband Corporation (LBRDK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Liberty Broadband Corporation (LBRDK) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +512,600 | New Buy | 512,600 | $123.96 |
| Q3 2020 | +29,600 | Add 5.77% | 542,200 | $142.87 |
| Q4 2020 | -216,819 | Reduce 39.99% | 325,381 | $158.37 |
| Q1 2021 | -70,290 | Reduce 21.60% | 255,091 | $150.15 |
| Q2 2021 | +43,350 | Add 16.99% | 298,441 | $173.66 |
| Q3 2021 | +1,499 | Add 0.50% | 299,940 | $172.70 |
| Q4 2021 | -76,003 | Reduce 25.34% | 223,937 | $161.10 |
| Q1 2022 | -30,589 | Reduce 13.66% | 193,348 | $135.32 |
| Q2 2022 | -193,348 | Sold Out | 193,348 | $0.00 |
| Q3 2022 | +366,666 | New Buy | 366,666 | $73.80 |
| Q4 2022 | +172,991 | Add 47.18% | 539,657 | $76.27 |
| Q1 2023 | -16,544 | Reduce 3.07% | 523,113 | $81.70 |
| Q2 2023 | -9,743 | Reduce 1.86% | 513,370 | $80.11 |
| Q3 2023 | -12,738 | Reduce 2.48% | 500,632 | $91.32 |
| Q4 2023 | -75,098 | Reduce 15.00% | 425,534 | $80.59 |
| Q1 2024 | -25,119 | Reduce 5.90% | 400,415 | $57.23 |
| Q3 2024 | +83,127 | Add 20.76% | 483,542 | $77.29 |
| Q4 2024 | +1,345 | Add 0.28% | 484,887 | $74.76 |
| Q1 2025 | -155,807 | Reduce 32.13% | 329,080 | $85.05 |
| Q2 2025 | +54,755 | Add 16.64% | 383,835 | $98.38 |
| Q3 2025 | +249,411 | Add 64.98% | 633,246 | $63.54 |
Jeremy Grantham's Liberty Broadband Corporation Investment FAQs
Jeremy Grantham first purchased Liberty Broadband Corporation (LBRDK) in Q2 2020, acquiring 512,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Liberty Broadband Corporation (LBRDK) for 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Liberty Broadband Corporation (LBRDK) was in Q2 2020, adding 512,600 shares worth $63.54 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 633,246 shares of Liberty Broadband Corporation (LBRDK), valued at approximately $40.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Liberty Broadband Corporation (LBRDK) represents approximately 0.11% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Liberty Broadband Corporation (LBRDK) was 633,246 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.