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Liberty Broadband Corporation

LBRDK Communication Services
$33.65 $-0.54 (-1.58%)
Market Cap: $4.83 B
Gurus Holding
11
Popularity Rank
#380
% of Shares Held
6.96%
Net Activity (Q1 2026)
+$82.23 M

Guru Ownership Trend

Guru Analysis for Liberty Broadband Corporation (LBRDK)

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

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $335.9 M.

Top institutional holders include First Pacific Advisors and Paul Tudor Jones.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $82.23 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 157.6%. Conversely, Ruane Cunniff reduced exposure by 36.8%.

Key Holders

Top 5 by Value

$107.42 M
$58.52 M
$28.97 M
$26.15 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$125.42 M
Total Buy Value
New Buys 1
Additions 4
-$43.2 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Liberty Broadband Corporation (LBRDK)

Major holders include First Pacific Advisors ($233.52 M), Paul Tudor Jones ($107.42 M), Ruane Cunniff ($58.52 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 9.98 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $82.23 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited LBRDK. The total reported sell value was $43.2 M.

Yes, 1 managers opened new positions in LBRDK, and 4 increased their existing holdings. The total reported buy value was $125.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.27% Add 73.9% 4,642,610 $233.52 M Q1 2026
0.20% Add 1.3% 2,135,654 $107.42 M Q1 2026
0.97% Reduce -36.8% 1,163,448 $58.52 M Q1 2026
2.02% Reduce -11.5% 576,000 $28.97 M Q1 2026
0.01% Add 157.6% 519,924 $26.15 M Q1 2026
0.05% 378,441 $19.04 M Q1 2026
0.02% Add 21.4% 266,564 $13.41 M Q1 2026
0.07% New Buy 127,235 $6.4 M Q1 2026
0.05% Reduce -8.5% 110,182 $5.54 M Q1 2026
0.01% Reduce -10.5% 58,121 $2.92 M Q1 2026
0.00% Reduce -2.1% 4,063 $204,369 Q1 2026
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