NASDAQ · Telecommunications

LIBERTY BROADBAND CORP LBRDK

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 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 9.15 FCF -1.44% Buyback 0.69%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Eagle Capital Management 1.1% $337.0M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.3% $202.6M 2026-03-31
Sequoia Fund 1.0% $58.5M 2026-03-31
Weitz Investment Management Wallace Weitz 2.0% $29.0M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $15.6M Estimated from net added shares
Reduction amount $156.3M Estimated from net reduced shares
Net share change / base shares -18.3% -2,798,638 / 15,266,359
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.2% 13F value change -$224.0M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -35.2% 13F value change -$205.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.9% 13F value change +$1.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,410,920 Last 3 periods -2,382,193 (-37.2%) Total shares 4,028,727 Value $202.6M
Sequoia Fund 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.8% 13F value change -$66.8M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -1.7% 13F value change -$29.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -36.8% 13F value change -$31.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,889,287 Last 3 periods -725,839 (-38.4%) Total shares 1,163,448 Value $58.5M
Eagle Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 1.5% 13F value change -$219.0M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.2% 13F value change -$108.2M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 5.4% 13F value change +$28.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,465,652 Last 3 periods +233,894 (+3.6%) Total shares 6,699,546 Value $337.0M
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
Major increase Shares 30.1% 13F value change -$163,170
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -11.5% 13F value change -$2.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 500,500 Last 3 periods +75,500 (+15.1%) Total shares 576,000 Value $29.0M
Soros Fund Management George Soros 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$95.2M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 28.6% 13F value change +$46.5M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$141.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Baupost Group Seth Klarman 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$14,510
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 337.0% 13F value change +$58,843
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$73,353
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.