NASDAQ · Telecommunications

LIBERTY BROADBAND CORP LBRDA

Liberty Broadband Corporation engages in a range of communications businesses in the United States. The company operates in two segments, GCI Holdings and Charter. The GCI Holdings segment provides a range of data, wireless, video, voice, and managed services to residential, businesses, governmental entities, and educational and medical institutions under the GCI brand primarily in Alaska.

Cable & Other Pay Television Services

Company profile

Business mix

  • The company operates in two segments, GCI Holdings and Charter.
  • The Charter segment offers subscription-based internet, video, and mobile and voice services.
  • The company also provides Spectrum Security Shield that enables and protects devices at home using network-based security.
  • Liberty Broadband Corporation was incorporated in 2014 and is based in Englewood, Colorado.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 8.39 FCF -1.44% Buyback 0.69%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sequoia Fund 0.2% $11.2M 2026-03-31
Weitz Investment Management Wallace Weitz 0.5% $6.5M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $21.3M Estimated from net added shares
Reduction amount $22.9M Estimated from net reduced shares
Net share change / base shares -14.6% -118,166 / 808,807
Sequoia Fund 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.1% 13F value change -$23.0M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -2.4% 13F value change -$10.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -65.7% 13F value change -$20.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 668,807 Last 3 periods -445,047 (-66.5%) Total shares 223,760 Value $11.2M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -7.1% 13F value change -$230,600
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 140,000 Last 3 periods -10,000 (-7.1%) Total shares 130,000 Value $6.5M
Eagle Capital Management 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$29.9M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -3.7% 13F value change +$3.2M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.6% 13F value change -$11.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +336,881 (New) Total shares 336,881 Value $21.3M

Recent mentions

No public mentions.