LLYVA
Liberty Live Holdings-a
2 super-investors hold LLYVA worth a combined $620M. The largest position: Jeffrey Ubben et al at 2.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 15 — ranked #703 of 724 scored stocks.
Why super-investors own LLYVA
LLYVA interest within the cohort is narrow but stable, with just two super-investors holding the stock across the past eight quarters and no changes recorded in 2026Q1. Warren Buffett accounts for the bulk of the combined $620M position at $457M, though it represents only 0.2% of his portfolio — a modest allocation relative to his scale. Jeffrey Ubben carries the higher conviction at 2.9% of his portfolio ($163M), making it a meaningful bet for his book. The cohort has been entirely static this quarter — no additions, trims, new entrants, or exits — suggesting neither growing enthusiasm nor deteriorating conviction. With owner count flat at two for eight consecutive quarters, broader interest shows no sign of expanding.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 0.2% | 2q | $457M | 4,986,588 |
| 2 | Jeffrey Ubben et al | 2.9% | 2q | $163M | 1,777,075 |
Owners of LLYVA also hold
Long US equity 13F-HR filings only. CUSIP 530909100. Not investment advice.