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Liberty Broadband Corporation

LBRDK Communication Services
$50.74 +$0.62 (1.24%)
Market Cap: $7.28 B
Gurus Holding
11
Popularity Rank
#306
% of Shares Held
5.82%
Net Activity (Q4 2025)
+$145.42 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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $423.71 M.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $145.42 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 253.7%. Conversely, Murray Stahl reduced exposure by 88.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$161.49 M
Total Buy Value
New Buys 2
Additions 5
-$16.07 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for Liberty Broadband Corporation (LBRDK)

Major holders include First Pacific Advisors ($129.73 M), Paul Tudor Jones ($102.43 M), Ruane Cunniff ($89.5 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 8.35 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $145.42 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited LBRDK. The total reported sell value was $16.07 M.

Yes, 2 managers opened new positions in LBRDK, and 5 increased their existing holdings. The total reported buy value was $161.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.71% New Buy 2,669,348 $129.73 M Q4 2025
0.19% Add 4.2% 2,107,652 $102.43 M Q4 2025
1.40% Reduce -1.7% 1,841,624 $89.5 M Q4 2025
1.88% Add 30.1% 651,000 $31.64 M Q4 2025
0.05% Reduce -40.2% 378,441 $18.39 M Q4 2025
0.01% Add 232.1% 219,587 $10.67 M Q4 2025
0.01% Add 253.7% 201,875 $9.81 M Q4 2025
0.06% Reduce -8.4% 120,434 $5.85 M Q4 2025
0.01% New Buy 91,475 $4.45 M Q4 2025
0.01% Add 73.8% 64,971 $3.16 M Q4 2025
0.00% Reduce -88.6% 4,151 $201,738 Q4 2025
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Value
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SEC Form