What smart money is saying about GCI Liberty
2 funds in our archive have pitched GCI Liberty, most recently Longleaf Partners Small-Cap Fund in December 2025.
Holds GCI, LLC — a major Alaska-based provider of data, mobile, voice, and managed services across 200+ communities; also holds interests in Charter Communications and Liberty Broadband
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Fund coverage · 2 theses
- Longleaf Partners Small-Cap FundDecember 2025
GCI Liberty is an Alaskan communications provider with irreplicable assets, top broadband positions, near-term FCF, strong sponsorship by John Malone, and a discount to peers.
Read the full thesis - Baron Discovery FundDecember 2025
GCI Liberty, Inc. is Alaska’s leading broadband and wireless provider with strong market share, improving free cash flow, and strategic upside under John Malone’s capital allocation.
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