Liberty Broadband-a (LBRDA) 13F Positioning & Ownership Changes (Q2 2026)

LBRDA ranks #3063 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LBRDA is a top-conviction position for JNE Partners LLP — at 8.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LBRDA belongs to Aristeia Capital, L.l.c., but the position matters far more to JNE Partners LLP, who has 8.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Alliancebernstein L.p. has added to its LBRDA position for two straight quarters, increasing it by $20.3M to reach $36.7M today.

Ruane, Cunniff & Goldfarb L.P. has trimmed its LBRDA position for two straight quarters, cutting it by $29.1M while still holding $2.5M.

LBRDA reported a net loss of $5.2B over the trailing twelve months.

• Not yet profitable — net loss of $5.2B over the trailing twelve months
• Revenue grew 7.2% year over year
• Net income declined year over year, from $1.1B to -$5.2B
• Operating cash flow was negative, using $327.0M in cash
• Current ratio of 0.10x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.55x equity — within a conventional range