What smart money is saying about Liberty Broadband
LBRDK
No fund has written a full thesis on Liberty Broadband in our archive, but 2 fund letters report a position in it — most recently Alluvium AM Conventum in June 2026.
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Liberty Broadband on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- HoldsAlluvium AM ConventumJune 2026
“Charter Communications and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter’s results in April.”
Read the letterLiberty Broadband - ExitedSequoia Fund (Ruane Cunniff LP)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.”
Read the letterLiberty Broadband
Read the letters behind these Liberty Broadband positions
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