FWONB News and Press, Liberty Media Corp From 07/06/21

Stanley Druckenmiller’s 13F portfolio value increased from $3.71B to $3.89B this quarter. Duquesne added Citigroup and Palantir Technologies while dropping Walt Disney. The top three positions are at 25% of the portfolio. For further details see: Tracking Stanley ...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $9.38B to $10.63B this quarter. The number of positions decreased from 38 to 37. They added Micron Technology and Anthem, Inc. while reducing Mastercard, Visa, Berkshire Hathaway, Wayfair, and Arista Networks d...

Southeastern’s 13F portfolio value increased from $4.48B to $4.68B this quarter. The number of positions decreased from 25 to 24. Southeastern Asset Management added Biogen, Alibaba Group Holdings, and JOYY Inc. while dropping DuPont de Nemours, PotlatchDeltic, Trip.com, and Fo...

Formula One Group (FWONA) Q1 2021 Earnings Conference Call May 07, 2021, 10:00 AM ET Company Participants Courtnee Chun - Chief Portfolio Officer Greg Maffei - President and CEO, Liberty Media Corporation Stefano Domenicali - President and CEO Brian Wendling - Chief Principal Officer, Liberty...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $8.40B to $9.38B this quarter. The number of positions increased from 35 to 38. They added Netflix and increased Credit Acceptance Corp while reducing Wayfair during the quarter. The top three positions are...

Halvorsen's 13F portfolio value increased from $27.68B to $36.37B. The number of positions increased from 86 to 96. Viking Global added UnitedHealth, AbCellera Biologics, Walt Disney, and Palo Alto Networks while dropping Analog Devices, CME Group, Comcast, and Exact Sciences. The...

Southeastern’s 13F portfolio value increased from $3.88B to $4.48B this quarter. The number of positions decreased from 28 to 25. Southeastern Asset Management added Douglas Emmett while dropping Univar Solutions during the quarter. The top three positions are Lumen Technol...

Liberty Media Acquisition will have access to better deal flow than the vast majority of SPACs. The low warrant coverage (1/4 per unit) will keep their share structure tight making them a more attractive buyer for quality private firms. The founder economics are held inside Formul...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $7.46B to $8.40B this quarter. The number of positions decreased from 37 to 35. They added Intercontinental Exchange and Fidelity National Information Services while decreasing Amazon.com, Alphabet, and Wayfair...

Halvorsen's 13F portfolio value increased from $23.14B to $27.68B. The number of positions increased 71 to 86. Viking Global increased Microsoft, Mecadolibre, and CME Group while reducing Amazon.com and dropping Uber Technologies & JD.com. The top three positions are Microsoft...