Liberty Global Ltd. (LBTYA) — Who's Buying and Selling (13F, Q2 2026)

LBTYA ranks #989 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LBTYA is a top-conviction position for Lancaster Investment Management — at 26.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LBTYA belongs to ACR Alpine Capital Research, LLC, but the position matters far more to Lancaster Investment Management, who has 26.0% 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.

California State Teachers Retirement System has added to its LBTYA position for two straight quarters, increasing it by $353.8M to reach $357.0M today.

Baupost Group Llc/ma has trimmed its LBTYA position for two straight quarters, cutting it by $159.8M while still holding $94.0M.

LBTYA is up 0.7% today, and institutions have been net buyers of $346.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LBTYA reported a net loss of $3.0B over the trailing twelve months.

• Not yet profitable — net loss of $3.0B over the trailing twelve months
• Revenue grew 132.9% year over year
• Net income improved year over year, from -$3.3B to -$3.0B
• Generated $1.2B in positive operating cash flow
• Current ratio of 1.08x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.27x equity — within a conventional range