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What smart money is saying about Liberty Formula One GroupUnited States flag

FWONK · Communication Services · Entertainment · Market cap $22.39B

2 funds in our archive have pitched Liberty Formula One Group — most recently The Davenport Funds in March 2026.

Company profile

Formula One Group is a global entity primarily involved in the motorsports industry, both domestically in the United States and abroad. It holds the exclusive commercial rights for the Formula 1 World Championship, an extensive series of motor races spanning roughly nine months each year. During this competition, both teams and individual drivers vie for separate titles: the Constructors' Championship for the teams and the Drivers' Championship for the individual racers. The company was established in 1950 and is headquartered in Englewood, Colorado, operating as a subsidiary of Liberty Media Corporation.

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1
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Liberty Formula One Group, with no move described.

Fund letters reporting a position in Liberty Formula One Group, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q1 20260001
Q4 20250001

Fund activity · 1 position

  • HoldsSequoia Fund (Ruane Cunniff LP)
    June 2026

    Listed in Sequoia Fund (Ruane Cunniff LP)’s reported holdings.

    Read the letterLiberty Formula One Group

Fund coverage · 2 theses

  • The Davenport Funds
    March 2026

    Liberty Formula One Group is an asset-backed live sports company with contractual revenue, strong returns on capital, and attractive valuation.

    Read the full thesis
  • Sequoia Fund
    December 2025

    Liberty Media Formula One owns unique, durable sports assets with growing sponsorship, media, and expansion optionality (including MotoGP), supporting long-duration growth despite a premium valuation.

    Read the full thesis

Read every full thesis on Liberty Formula One Group

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