Which funds own LBRDK
Liberty Broadband Corp in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $236m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 5 managers trimmed or sold out against 1 buying.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $236m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 5
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Harris Associates LP Activist · $75.4bn book | $88m | 0.1% | 2,638,832 | -$115m-1,389,895 | Trimmed |
| Tudor Investment Corp Macro · $71.9bn book | $68m | 0.1% | 2,049,249 | -$39m-86,405 | Trimmed |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $29m | 0.1% | 857,385 | -$18m-57,746 | Trimmed |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $27m | 0.1% | 809,464 | -$3.9m+196,564 | Added |
| Caxton Associates LLP Macro · $5.3bn book | $15m | 0.3% | 447,192 | -$7.6m0 | Held |
| Ruane Cunniff & Goldfarb LP Activist · $6.4bn book | $10m | 0.2% | 303,309 | -$48m-860,139 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Soros Fund Management LLC · Macro$6.4m held before
Ownership through time
At least 12 of the 95 managers whose filings are on file listed LBRDK in Q2 2026, against 6 in Q4 2014. 1 manager fewer than in Q1 2026: 1 started a position; 1 listed it again; 1 sold out, by its own filing; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q4 2014: 6
- Q1 2015: 7
- Q2 2015: 5
- Q3 2015: 4
- Q4 2015: 5
- Q1 2016: 8
- Q2 2016: 12
- Q3 2016: 14
- Q4 2016: 13
- Q1 2017: 11
- Q2 2017: 13
- Q3 2017: 12
- Q4 2017: 12
- Q1 2018: 12
- Q2 2018: 9
- Q3 2018: 11
- Q4 2018: 10
- Q1 2019: 11
- Q2 2019: 12
- Q3 2019: 13
- Q4 2019: 11
- Q1 2020: 14
- Q2 2020: 16
- Q3 2020: 19
- Q4 2020: 27
- Q1 2021: 21
- Q2 2021: 22
- Q3 2021: 19
- Q4 2021: 17
- Q1 2022: 16
- Q2 2022: 15
- Q3 2022: 17
- Q4 2022: 16
- Q1 2023: 15
- Q2 2023: 14
- Q3 2023: 13
- Q4 2023: 13
- Q1 2024: 13
- Q2 2024: 10
- Q3 2024: 14
- Q4 2024: 14
- Q1 2025: 17
- Q2 2025: 20
- Q3 2025: 16
- Q4 2025: 14
- Q1 2026: 13
- Q2 2026: 12
- Q4 2014: $262m
- Q1 2015: $372m
- Q2 2015: $299m
- Q3 2015: $184m
- Q4 2015: $218m
- Q1 2016: $330m
- Q2 2016: $2.5bn
- Q3 2016: $2.7bn
- Q4 2016: $2.7bn
- Q1 2017: $3.0bn
- Q2 2017: $3.0bn
- Q3 2017: $3.3bn
- Q4 2017: $2.7bn
- Q1 2018: $3.1bn
- Q2 2018: $1.9bn
- Q3 2018: $2.4bn
- Q4 2018: $2.0bn
- Q1 2019: $2.4bn
- Q2 2019: $2.7bn
- Q3 2019: $2.7bn
- Q4 2019: $3.0bn
- Q1 2020: $2.2bn
- Q2 2020: $2.0bn
- Q3 2020: $2.6bn
- Q4 2020: $4.5bn
- Q1 2021: $4.0bn
- Q2 2021: $4.1bn
- Q3 2021: $4.0bn
- Q4 2021: $3.0bn
- Q1 2022: $2.3bn
- Q2 2022: $2.1bn
- Q3 2022: $1.2bn
- Q4 2022: $1.6bn
- Q1 2023: $1.6bn
- Q2 2023: $1.7bn
- Q3 2023: $1.9bn
- Q4 2023: $1.6bn
- Q1 2024: $885m
- Q2 2024: $841m
- Q3 2024: $1.3bn
- Q4 2024: $1.4bn
- Q1 2025: $1.8bn
- Q2 2025: $2.7bn
- Q3 2025: $1.3bn
- Q4 2025: $856m
- Q1 2026: $801m
- Q2 2026: $595m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Millennium Management LLCnew: 3,924,910 shares+$131m
- Neuberger Berman Group LLC1,490,069 to 2,733,355 shares+$41m
- Verition Fund Management LLC612,900 to 809,464 shares+$6.5m
- Man Group PLC1,430,157 to 1,497,664 shares+$2.2m
- Quantbot Technologies LPnew: 51,939 shares+$1.7m
Largest decreases, by shares
- Harris Associates LP4,028,727 to 2,638,832 shares-$46m
- Ruane Cunniff & Goldfarb LP1,163,448 to 303,309 shares-$29m
- Tudor Investment Corp2,135,654 to 2,049,249 shares-$2.9m
- Schonfeld Strategic Advisors LLC915,131 to 857,385 shares-$1.9m
- GAMCO Investors Inc110,182 to 77,384 shares-$1.1m
Left it
- Soros Fund Management LLCwas $6.4m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Millennium Management LLC | Q4 2020 | $187m | $131m | |
| Neuberger Berman Group LLC | Q3 2025 | $91m | $91m | |
| Harris Associates LP | Q4 2015 | $631m | $88m | |
| Balyasny Asset Management LLC | Q4 2020 | $83m | $83m | |
| Tudor Investment Corp | Q4 2020 | $135m | $68m | |
| Man Group PLC | Q3 2020 | $94m | $50m | |
| Schonfeld Strategic Advisors LLC | Q4 2017 | $46m | $29m | |
| Verition Fund Management LLC | Q3 2016 | $65m | $27m | |
| Caxton Associates LLP | Q4 2025 | $22m | $15m | |
| Ruane Cunniff & Goldfarb LP | Q1 2018 | $483m | $10m | |
| GAMCO Investors Inc | Q4 2014 | $59m | $2.6m | |
| Quantbot Technologies LP | Q3 2017 | $6.7m | $1.7m | |
| T. Rowe Price Associates Inc | Q1 2018 | $1.2bn | last listed Q2 2025 | |
| Coatue Management LLC | Q2 2016 | $1.0bn | last listed Q3 2020 | |
| MFS Investment Management | Q1 2020 | $967m | last listed Q4 2023 | |
| Soroban Capital Partners LP | Q2 2016 | $847m | last listed Q1 2018 | |
| Soros Fund Management LLC | Q2 2016 | $836m | last listed Q1 2026 | |
| Jana Partners | Q2 2016 | $553m | last listed Q4 2017 | |
| Farallon Capital Management LLC | Q3 2024 | $421m | last listed Q2 2025 | |
| Hudson Bay Capital Management LP | Q1 2016 | $264m | last listed Q1 2026 | |
| D. E. Shaw & Co. | Q4 2014 | $259m | last listed Q2 2025 | |
| Elliott Investment Management LP | Q4 2022 | $235m | last listed Q2 2025 |
What LBRDK is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around LBRDK →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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