LBRDK

Liberty Broadband-c

4 super-investor ownerscombined $474Mlargest position 3.3%

4 super-investors hold LBRDK worth a combined $474M. The largest position: First Pacific Advisors at 3.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #362 of 724 scored stocks.

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Why super-investors own LBRDK

Ownership of LBRDK within this cohort has rebounded sharply from a trough of one holder to four in 2026Q1, though no one added, trimmed, or exited this quarter — the entire $474M combined position held completely still. First Pacific Advisors carries the heaviest conviction at 3.3% of its portfolio ($234M), followed by Bill Nygren at $203M (0.3%) and Wallace Weitz at $29M (2.0%); Joel Greenblatt holds a token position. The volatility in cohort headcount — swinging from three to two to one and back to four over eight quarters — suggests episodic rather than durable consensus. For now, interest appears to be stabilizing rather than fading, but the complete absence of activity this quarter offers no directional signal.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q2 → 2026Q1

How many of the cohort members held this stock each quarter.

Now: 1

Peak: 5

Owners (4) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	First Pacific Advisors	3.3%	2q	$234M	4,642,610
2	Bill Nygren	0.3%	40q	$203M	4,028,727
3	Wallace Weitz	2.0%	40q	$29M	576,000
4	Joel Greenblatt	<0.1%	36q	$9M	177,987

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