NASDAQ · Communication Services

LIBERTY GLOBAL LTD LBTYA

Liberty Global Ltd., together with its subsidiaries, provides broadband internet, video, fixed-line telephony, and mobile communications services to residential and business customers. It offers value-added broadband services, such as WiFi features, security, anti-virus, firewall, spam protection, smart home services, online storage solutions, and web spaces; and Connect Box that delivers in-home Wi-Fi service.

Cable

Company profile

Business mix

  • It offers value-added broadband services, such as WiFi features, security, anti-virus, firewall, spam protection, smart home services, online storage solutions, and web spaces; and Connect Box that delivers in-home Wi-Fi service.
  • The company provides various tiers of digital video programming and audio services, as well as digital video recorders and multimedia home gateway systems.
  • In addition, it offers postpaid and prepaid mobile services; circuit-switched telephony services; and personal call manager, unified messaging, and a second or third phone line at an incremental cost.
  • Further, the company offers business services comprising voice, advanced data, video, wireless, cloud-based services, and mobile and converged fixed-mobile services to small or home offices, small businesses, and medium and large enterprises.

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 N/A FCF 4.78% Buyback 7.65%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oaktree Capital Management Howard Marks 1.6% $103.4M 2026-03-31
Baupost Group Seth Klarman 3.1% $157,150 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $16.3M Estimated from net added shares
Reduction amount $191,637 Estimated from net reduced shares
Net share change / base shares -40.6% -14,990,317 / 36,938,755
Oaktree Capital Management Howard Marks 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 14.0% 13F value change -$716,195
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 4.1% 13F value change +$15.8M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,204,190 Last 4 periods +1,347,001 (+18.7%) Total shares 8,551,191 Value $103.4M
Baupost Group Seth Klarman 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -10.1% 13F value change +$7,619
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -14.1% 13F value change -$58,915
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -41.7% 13F value change -$96,594
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 29,734,565 Last 4 periods -16,337,318 (-54.9%) Total shares 13,397,247 Value $157,150

Recent mentions

No public mentions.