Guru Ownership Over Time
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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $260.47 M.
Top institutional holders include Paul Tudor Jones and Ruane Cunniff.
Institutional sentiment is currently Bearish. This is evidenced by a $156.45 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Murray Stahl reduced exposure by 51.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.22% | Add 47.7% | 2,022,007 | $128.48 M | Q3 2025 | |
| 1.97% | Reduce -0.8% | 1,874,237 | $119.09 M | Q3 2025 | |
| 0.11% | Add 65.0% | 633,246 | $40.24 M | Q3 2025 | |
| 1.73% | 500,500 | $31.8 M | Q3 2025 | ||
| 0.08% | Reduce -0.6% | 131,502 | $8.36 M | Q3 2025 | |
| 0.01% | New Buy | 66,117 | $4.2 M | Q3 2025 | |
| 0.00% | Add 81.3% | 57,080 | $3.63 M | Q3 2025 | |
| 0.01% | Reduce -12.5% | 37,394 | $2.38 M | Q3 2025 | |
| 0.03% | Reduce -51.4% | 36,288 | $2.31 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Liberty Broadband Corporation (LBRDK)
Top Guru holders include Paul Tudor Jones ($128.48 M), Ruane Cunniff ($119.09 M), Jeremy Grantham ($40.24 M). Collectively, tracked Gurus hold 5.36 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $156.45 M, with 4 Gurus buying and 7 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 3 Gurus sold out of LBRDK completely. Total sell value was $219.61 M.
Yes, 1 Gurus opened new positions in LBRDK, and 3 added to their existing holdings. Total buy value was $63.16 M.