Wallace Weitz's LBRDK Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 500,500 shares of Liberty Broadband Corporation (LBRDK) worth $31.8 M, representing 1.73% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Wallace Weitz has maintained a long-term strategic position in LBRDK, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 506,679 shares. Largest reduction occurred in Q1 2019, reducing 408,526 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Liberty Broadband Corporation (LBRDK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Liberty Broadband Corporation (LBRDK) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +1.2 M | New Buy | 1.2 M | $49.82 |
| Q1 2015 | +361,924 | Add 30.09% | 1.56 M | $56.60 |
| Q2 2015 | +43,881 | Add 2.80% | 1.61 M | $51.16 |
| Q3 2015 | +67,907 | Add 4.22% | 1.68 M | $51.17 |
| Q4 2015 | +16,307 | Add 0.97% | 1.69 M | $51.86 |
| Q1 2016 | +506,679 | Add 29.93% | 2.2 M | $57.95 |
| Q2 2016 | +140,881 | Add 6.40% | 2.34 M | $60.00 |
| Q3 2016 | +112,127 | Add 4.79% | 2.45 M | $71.48 |
| Q4 2016 | -76,322 | Reduce 3.11% | 2.38 M | $74.07 |
| Q1 2017 | -125,228 | Reduce 5.27% | 2.25 M | $86.40 |
| Q2 2017 | -30,388 | Reduce 1.35% | 2.22 M | $86.75 |
| Q3 2017 | -83,035 | Reduce 3.74% | 2.14 M | $95.30 |
| Q4 2017 | +15,270 | Add 0.71% | 2.15 M | $85.16 |
| Q1 2018 | -99,709 | Reduce 4.63% | 2.05 M | $85.69 |
| Q2 2018 | +101,740 | Add 4.96% | 2.16 M | $75.72 |
| Q3 2018 | -234,375 | Reduce 10.88% | 1.92 M | $84.30 |
| Q4 2018 | -69,151 | Reduce 3.60% | 1.85 M | $72.03 |
| Q1 2019 | -408,526 | Reduce 22.06% | 1.44 M | $91.74 |
| Q2 2019 | -210,475 | Reduce 14.59% | 1.23 M | $104.22 |
| Q3 2019 | -77,575 | Reduce 6.29% | 1.15 M | $104.67 |
| Q4 2019 | -70,000 | Reduce 6.06% | 1.08 M | $125.75 |
| Q1 2020 | -179,244 | Reduce 16.52% | 905,656 | $110.72 |
| Q2 2020 | -166,856 | Reduce 18.42% | 738,800 | $123.96 |
| Q3 2020 | -163,800 | Reduce 22.17% | 575,000 | $142.87 |
| Q4 2020 | +32,620 | Add 5.67% | 607,620 | $158.37 |
| Q1 2021 | +7,380 | Add 1.21% | 615,000 | $150.15 |
| Q3 2021 | +13,000 | Add 2.11% | 628,000 | $172.70 |
| Q4 2021 | +26,421 | Add 4.21% | 654,421 | $161.10 |
| Q1 2022 | +26,779 | Add 4.09% | 681,200 | $135.32 |
| Q2 2022 | +30,500 | Add 4.48% | 711,700 | $115.64 |
| Q3 2022 | +60,000 | Add 8.43% | 771,700 | $73.80 |
| Q4 2022 | -22,000 | Reduce 2.85% | 749,700 | $76.27 |
| Q1 2023 | +1,700 | Add 0.23% | 751,400 | $81.70 |
| Q2 2023 | +47,600 | Add 6.33% | 799,000 | $80.11 |
| Q3 2023 | -133,500 | Reduce 16.71% | 665,500 | $91.32 |
| Q4 2023 | +20,000 | Add 3.01% | 685,500 | $80.59 |
| Q1 2024 | -75,000 | Reduce 10.94% | 610,500 | $57.23 |
| Q2 2024 | -80,000 | Reduce 13.10% | 530,500 | $54.82 |
| Q2 2025 | -30,000 | Reduce 5.66% | 500,500 | $98.38 |
Wallace Weitz's Liberty Broadband Corporation Investment FAQs
Wallace Weitz first purchased Liberty Broadband Corporation (LBRDK) in Q4 2014, acquiring 1,202,968 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Liberty Broadband Corporation (LBRDK) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to Liberty Broadband Corporation (LBRDK) was in Q4 2014, adding 1,202,968 shares worth $59.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 500,500 shares of Liberty Broadband Corporation (LBRDK), valued at approximately $31.8 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 1.73% of Wallace Weitz'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.
Wallace Weitz's peak holding in Liberty Broadband Corporation (LBRDK) was 2,452,674 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.