Tom Bancroft - Makaira Partners
Period:    Q4 2025
Portfolio date:    31 Dec 2025
No. of stocks:    11
Portfolio value:    $127,897,188
Holdings Activity Buys Sells    History
Holding/activity history for  Liberty Broadband Corp. (LBRDK)
← All LBRDK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 1.96 $67.84–83.71 · VW $75.42i SEC
2024   Q4 179,083 1.96 Reduce 56.93% 2.20 $69.56–95.04 · VW $79.23i $12,535,832 SEC
2024   Q3 415,789 3.87 Reduce 6.85% 0.20 $48.66–74.69 · VW $62.46i $30,090,234 SEC
2024   Q2 446,355 2.97 Reduce 1.41% 0.04 $43.50–53.59 · VW $49.01i $22,911,197 SEC
2024   Q1 452,740 2.93 Reduce 54.69% 5.44 $51.68–76.62 · VW $61.54i $24,260,598 SEC
2023   Q4 999,312 9.94 Reduce 46.13% 9.54 $69.27–89.45 · VW $77.33i $75,406,854 SEC
2023   Q3 1,854,964 20.68 Add 2.08% 0.42 $74.03–89.59 · VW $84.24i $158,609,873 SEC
2023   Q2 1,817,130 18.45 Add 1.79% 0.33 $65.88–80.81 · VW $73.46i $136,301,798 SEC
2023   Q1 1,785,090 17.83 Add 10.87% 1.75 $70.30–90.71 · VW $80.43i $136,556,076 SEC
2022   Q4 1,610,131 16.70 Add 2.65% 0.43 $64.30–87.50 · VW $77.14i $114,985,644 SEC
2022   Q3 1,568,500 17.94 Add 52.26% 6.16 $68.94–116.86 · VW $93.62i $108,385,000 SEC
2022   Q2 1,030,146 25.19 $108.28 $111,541,000 SEC
2022   Q1 1,030,146 30.30 $126.70 $130,524,000 SEC
2021   Q4 1,030,146 28.34 Add 4.89% 1.32 $137.68–167.86 · VW $150.66i $155,390,000 SEC
2021   Q3 982,086 33.57 $161.70 $158,807,000 SEC
2021   Q2 982,086 31.67 $162.60 $159,690,000 SEC
2021   Q1 982,086 29.17 $140.59 $138,071,000 SEC
2020   Q4 982,086 33.52 Add 50.57% 11.26 $126.89–154.71 · VW $142.78i $145,630,000 SEC
2020   Q3 652,239 24.11 $133.77 $87,252,000 SEC
2020   Q2 652,239 23.50 Reduce 10.00% 2.11 $98.46–129.78 · VW $118.23i $75,704,000 SEC
2020   Q1 724,711 21.14 $103.67 $75,131,000 SEC
2019   Q4 724,711 18.73 Reduce 30.93% 5.06 $96.64–118.02 · VW $110.41i $85,330,000 SEC
2019   Q3 1,049,310 16.36 $98.01 $102,838,000 SEC
2019   Q2 1,049,310 14.82 Reduce 21.25% 2.84 $85.51–97.94 · VW $92.66i $102,396,000 SEC
2019   Q1 1,332,433 13.36 Reduce 2.29% 0.27 $66.00–88.61 · VW $81.48i $114,454,000 SEC
2018   Q4 1,363,730 11.95 Add 111.42% 6.30 $64.11–80.41 · VW $74.76i $91,975,000 SEC
2018   Q3 645,040 5.30 $78.93 $50,915,000 SEC
2018   Q2 645,040 5.19 Buy 5.19 $63.98–80.27 · VW $68.35i $45,733,000 SEC
Price snapshot:
Current price$30.80
52-week low$29.08
52-week high$91.79