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Liberty Broadband Corporation

LBRDK Communication Services
$36.13 +$0.11 (0.31%)
Market Cap: $5.18 B
Gurus Holding
10
Popularity Rank
#443
% of Shares Held
6.22%
Net Activity (Q2 2026)
-$37.37 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $322.47 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $37.37 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Ruane Cunniff reduced exposure by 73.9%.

Key Holders

Top 5 by Value

$68.16 M
$19.16 M
$17.46 M
$13.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$12.9 M
Total Buy Value
New Buys 1
Additions 3
-$50.27 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
4

FAQs for Liberty Broadband Corporation (LBRDK)

Major holders include First Pacific Advisors ($154.38 M), Paul Tudor Jones ($68.16 M), Wallace Weitz ($19.16 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 8.93 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $37.37 M, with 4 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited LBRDK. The total reported sell value was $50.27 M.

Yes, 1 managers opened new positions in LBRDK, and 3 increased their existing holdings. The total reported buy value was $12.9 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.91% Reduce 0.0% 4,641,753 $154.38 M Q2 2026
0.09% Reduce -4.1% 2,049,249 $68.16 M Q2 2026
1.33% 576,000 $19.16 M Q2 2026
0.04% Add 38.7% 524,988 $17.46 M Q2 2026
0.02% Add 53.7% 409,638 $13.62 M Q2 2026
0.16% Reduce -73.9% 303,309 $10.09 M Q2 2026
0.00% Reduce -64.1% 186,667 $6.2 M Q2 2026
0.00% New Buy 80,275 $2.67 M Q2 2026
0.02% Reduce -29.8% 77,384 $2.57 M Q2 2026
0.01% Add 30.8% 76,036 $2.53 M Q2 2026
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