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Liberty Broadband Corporation

LBRDA Communication Services
$33.87 $-0.93 (-2.67%)
Market Cap: $6.61 B
Gurus Holding
5
Popularity Rank
#1771
% of Shares Held
0.43%
Net Activity (Q1 2026)
-$18.77 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $21.02 M.

Top institutional holders include Ruane Cunniff and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.77 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 181.2%. Conversely, Ruane Cunniff reduced exposure by 65.7%.

Key Holders

Top 5 by Value

$11.24 M
$7.05 M
$6.53 M
$6.31 M
$46,353

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$4.75 M
Total Buy Value
New Buys 1
Additions 2
-$23.53 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Liberty Broadband Corporation (LBRDA)

Major holders include Ruane Cunniff ($11.24 M), Cliff Asness ($7.05 M), Wallace Weitz ($6.53 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 620,677 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.77 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited LBRDA. The total reported sell value was $23.53 M.

Yes, 1 managers opened new positions in LBRDA, and 2 increased their existing holdings. The total reported buy value was $4.75 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Reduce -65.7% 223,760 $11.24 M Q1 2026
0.00% Add 181.2% 140,293 $7.05 M Q1 2026
0.46% Reduce -7.1% 130,000 $6.53 M Q1 2026
0.06% Add 2.7% 125,701 $6.31 M Q1 2026
0.00% New Buy 923 $46,353 Q1 2026
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