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Liberty Broadband Corporation

LBRDA Communication Services
$48.39 +$0.51 (1.07%)
Market Cap: $6.88 B
Gurus Holding
5
Popularity Rank
#1607
% of Shares Held
0.70%
Net Activity (Q3 2025)
+$1.93 M

Guru Ownership Over Time

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 $48.69 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 % of portfolio Activity Shares Value Peroid
Ruane Cunniff Ruane Cunniff
0.70% Add 0.1% 669,160 $42.38 M Q3 2025
Wallace Weitz Wallace Weitz
0.48% 140,000 $8.87 M Q3 2025
Mario Gabelli Mario Gabelli
0.09% Add 65.7% 139,204 $8.82 M Q3 2025
John Hussman John Hussman
0.58% 42,000 $2.66 M Q3 2025
Cliff Asness Cliff Asness
0.00% Reduce -11.0% 15,825 $1 M Q3 2025

Key Holders

Top 5 by Value

Ruane Cunniff Ruane Cunniff
$42.38 M
Wallace Weitz Wallace Weitz
$8.87 M
Mario Gabelli Mario Gabelli
$8.82 M
John Hussman John Hussman
$2.66 M
Cliff Asness Cliff Asness
$1 M

Top 5 by Conviction

Ruane Cunniff Ruane Cunniff
0.70%
John Hussman John Hussman
0.58%
Wallace Weitz Wallace Weitz
0.48%
Mario Gabelli Mario Gabelli
0.09%
Cliff Asness Cliff Asness
0.00%

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 guru activity
Net Sellers
3
Net Buyers
2

FAQs for Liberty Broadband Corporation (LBRDA)

Top Guru holders include Ruane Cunniff ($42.38 M), Wallace Weitz ($8.87 M), Mario Gabelli ($8.82 M). Collectively, tracked Gurus hold 1.01 M shares.

Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $1.93 M, with 2 Gurus buying and 3 Gurus selling.

In the recent quarter, 1 Gurus reduced their positions, and 2 Gurus sold out of LBRDA completely. Total sell value was $1.59 M.

Yes, 0 Gurus opened new positions in LBRDA, and 2 added to their existing holdings. Total buy value was $3.52 M.