Liberty Broadband Corporation

LBRDA Communication Services
$44.55 +$2.04 (4.80%)
Market Cap: $6.61 B
Gurus Holding
5
Popularity Rank
#1638
% of Shares Held
0.70%
Net Activity (Q3 2025)
+$1.93 M

Guru Ownership Trend

Guru Analysis for Liberty Broadband Corporation (LBRDA)

Liberty Broadband Corporation (LBRDA), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $44.83 M.

Top institutional holders include Ruane Cunniff and Wallace Weitz.

Institutional sentiment is currently Bullish. This is evidenced by a $1.93 M net inflow during the quarter.

Recent activity highlights Mario Gabelli who increased their stake by 65.7%. Conversely, Cliff Asness reduced exposure by 11.0%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.70% Add 0.1% 669,160 $42.38 M Q3 2025
0.48% 140,000 $8.87 M Q3 2025
0.09% Add 65.7% 139,204 $8.82 M Q3 2025
0.58% 42,000 $2.66 M Q3 2025
0.00% Reduce -11.0% 15,825 $1 M Q3 2025

Key Holders

Top 5 by Value

$42.38 M
$8.87 M
$8.82 M
$2.66 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$3.52 M
Total Buy Value
New Buys 0
Additions 2
-$1.59 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Liberty Broadband Corporation (LBRDA)

Major holders include Ruane Cunniff ($42.38 M), Wallace Weitz ($8.87 M), Mario Gabelli ($8.82 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.01 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.93 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited LBRDA. The total reported sell value was $1.59 M.

Yes, 0 managers opened new positions in LBRDA, and 2 increased their existing holdings. The total reported buy value was $3.52 M.