What smart money is saying about GCI Liberty, Inc.

GLIBK · Communication Services · Telecommunications Services · Market cap $1.12B

2 funds in our archive have pitched GCI Liberty, Inc. — most recently Baron Discovery Fund in December 2025.

Company profile

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

Baron Discovery Fund
December 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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Longleaf Partners Small-Cap Fund
December 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.
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