LBRDB News and Press, Liberty Broadband Corp From 07/20/22

Citi has updated its models for wireless and broadband stocks heading into earnings season, and while it's trimmed its outlook a bit, it's still expecting "solid" revenue growth. Communication Services industry revenues for the year should grow 2.3% to $546B, down just about 20 basi...

Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. For the first six months of 2022 Andvari was down 30.9% net of fees while the SPDR S&P 500 ETF was down 20.0%. We also started a new position in a company we have ...

Wallace Weitz's 13F portfolio value decreased from $2.49B to $2.26B this quarter. The number of positions increased from 59 to 60. Weitz Investment Management increased CoStar Group, Mastercard, and CarMax while reducing Charles Schwab, AON plc, and AutoZone during the quarter. Th...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value decreased from $11.71B to $10.15B this quarter. The number of positions remained steady at 34. They increased Netflix while almost selling out Walt Disney. The top three positions are Alphabet, UnitedHealth, and Anthem an...

Southeastern’s 13F portfolio value decreased from $5.96B to $5.66B this quarter. The number of positions increased from 33 to 35. Southeastern Asset Management increased IAC/InterActiveCorp and Affiliated Managers Group while decreasing Williams Companies. The top three pos...

Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longleaf Partners Fund declined 0.53% in...

Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. The Value Fund’s Institutional Class returned -7.96% for the first quarter. Our companies are generally rep...

Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. The Partners Value Fund’s Institutional Class returned -8.68% for the first quarter. Our company value esti...

Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. The Weitz Investment Management Partners III Opportunity Fund’s Institutional Class returned -5.09% in the firs...

Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. The Hickory Fund returned -13.15% in the first quarter of 2022. Portfolio returns for the quarter and fiscal year ...