What smart money is saying about Warner Bros Discovery
WBD
No fund has written a full thesis on Warner Bros Discovery in our archive, but 2 fund letters report a position in it — most recently Harris Associates U.S. Large Value Strategy in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Warner Bros Discovery — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- ExitedHarris Associates U.S. Large Value StrategyJune 2026
“We eliminated the following position(s) during the period: • EOG Resources • Marathon Petroleum • Warner Bros Discovery”
Read the letterWarner Bros Discovery - HoldsYackman AM AMG Yacktman FundMarch 2026
“We held this name for several years with a thesis around the core media assets, but the value was not realized until the unlock occurred in the first quarter this year.”
Read the letterWarner Bros Discovery
Read the letters behind these Warner Bros Discovery positions
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