LBTYA in the 13F filings
Liberty Global LTD · CUSIP G61188101
New listing in Q4 2023· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 22 Feb 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 0 listed it in both
- Shares listed
- 53,120,410
- combined, among listed positions
- Reported value
- $944m
- combined, at the quarter end
Among the 93 comparable managers: 10 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +53,120,410.
Managers listing LBTYA in Q4 2023
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Harris Associates LP | 15,342,486 | $273m | 0.47% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Artisan Partners LP | 14,141,397 | $251m | 0.39% | New | new | 12 Feb 2024 (the filing on sec.gov) |
| Baupost Group LLC | 7,194,276 | $128m | 2.79% | New | new | 13 Feb 2024 (the filing on sec.gov) |
| Dodge & Cox | 4,767,561 | $85m | 0.05% | New | new | 22 Feb 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 4,038,552 | $72m | 0.11% | New | new | 13 Feb 2024 (the filing on sec.gov) |
| Arrowstreet Capital LP | 3,379,123 | $60m | 0.06% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Oaktree Capital Management LP | 2,731,000 | $49m | 0.71% | New | new | 13 Feb 2024 (the filing on sec.gov) |
| GAMCO Investors Inc | 920,789 | $16m | 0.17% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Tudor Investment Corp | 429,116 | $7.6m | 0.06% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Glenview Capital Management LLC | 176,110 | $3.1m | 0.07% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Harris Associates LPnew position · 15,342,486 shares now+15,342,486
- Artisan Partners LPnew position · 14,141,397 shares now+14,141,397
- Baupost Group LLCnew position · 7,194,276 shares now+7,194,276
- Dodge & Coxnew position · 4,767,561 shares now+4,767,561
- Renaissance Technologies LLCnew position · 4,038,552 shares now+4,038,552
Reductions
No reduction among listed positions.
New positions and exits
New (10)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2023 | 10 | $944m | 10 | 0 |
| Q1 2024 | 11 | $832m | 4 | 4 |
| Q2 2024 | 10 | $811m | 4 | 4 |
| Q3 2024 | 10 | $913m | 5 | 4 |
| Q4 2024 | 7 | $431m | 1 | 8 |
| Q1 2025 | 7 | $323m | 3 | 3 |
| Q2 2025 | 7 | $305m | 4 | 0 |
| Q3 2025 | 7 | $446m | 4 | 0 |
| Q4 2025 | 7 | $454m | 14 | 11 |
| Q1 2026 | 6 | $418m | 9 | 14 |
| Q2 2026 | 5 | $257m | 13 | 9 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LBTYA and NFLX →LBTYA and TMUS →LBTYA and CMCSA →Choose a stock to compare with LBTYA →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LBTYA, latest filings →Back to the 13F Explorer →