What smart money is saying about Liberty Broadband
LBRDK
No fund has written a full thesis on Liberty Broadband in our archive, but 5 fund letters report a position in it — most recently Alluvium AM Conventum in June 2026.
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5
Reported positions
0
Bought
2
Sold
5
Letters
Position history
Between Q1 2026 and Q2 2026, 5 fund letters reported a position in Liberty Broadband — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 5 positions · 2 moves
- June 2026
“Charter Communications and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter’s results in April.”
Liberty Broadband - June 2026
“We funded these purchases by trimming our investments in Sunbelt Rentals and Elevance Health and exiting the last of our holdings in Amentum Holdings, Liberty Broadband, and Credit Acceptance Corp.”
Liberty Broadband - June 2026
“Notable 2Q Contributors With one glaring exception (Liberty Broadband), the quarter benefited from having few negative outliers.”
Liberty Broadband - June 2026
“Charter Communications (the principal asset of portfolio holding Liberty Broadband) shares were weak as investors remain laser-focused on the impact of competition in Charter’s core broadband market.”
Liberty Broadband - TrimmedAlluvium Global FundMarch 2026
“On the sell side, we divested almost two thirds of our LyondellBasell investment, and a meaningful amount of Alphabet. We sold a little Liberty Broadband and Linamar, but only to meet regulatory requirements.”
Liberty Broadband
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