LBTYA
Liberty Global Ltd
3 super-investors hold LBTYA worth a combined $225M. The largest position: Seth Klarman at 3.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 16 — ranked #694 of 724 scored stocks.
Why super-investors own LBTYA
Seth Klarman dominates cohort exposure here, holding $157M worth of LBTYA at 3.1% of his portfolio — the only manager in the group with meaningful conviction. He trimmed the position this quarter but remains the anchor, with Dodge & Cox ($62M) and Greenblatt ($6M) rounding out a three-name cohort whose combined value sits at $225M. The ownership trend is notably thin: cohort count peaked at three eight quarters ago, collapsed to one for five consecutive quarters, and has only recently ticked back to three. No manager added or initiated this quarter. Interest is technically stable but hardly building — this looks like a Klarman-specific thesis rather than a broad super-investor consensus.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Seth Klarman | 3.1% | 10q | $157M | 13,397,247 |
| 2 | Dodge & Cox Funds | <0.1% | 10q | $62M | 5,255,568 |
| 3 | Joel Greenblatt | <0.1% | 10q | $6M | 496,353 |
Owners of LBTYA also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Seth Klarman | TRIM | 3.1% | -36% | $157M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP G61188127. Not investment advice.