LBRDP News and Press, Liberty Broadband Corporation Series A Cumulative Redeemable Preferred Stock From 01/12/23

Summary Harris Associates is an asset management firm that serves as the investment adviser to the Oakmark Funds. We are value investors. The Oakmark Select Fund generated a 4.7% return in the fourth quarter compared to 7.6% for the S&P 500 Index. In the fourth quarter, the larg...

Summary Harris Associates’ 13F portfolio value decreased from $62.85B to $59.68B this quarter. They added Warner Bros. Discovery and increased Salesforce, KKR, and Oracle while decreasing Keurig Dr Pepper and Humana. The top three positions are Alphabet, Fiserv, and Amazon.co...

Summary Ruane, Cunniff & Goldfarb’s 13F portfolio value decreased from $7.67B to $6.73B this quarter. The number of positions remained steady at 31. They added Capital One Financial and increased Meta Platforms while decreasing Taiwan Semi, Netflix, and Micron during the quar...

Summary In today's article, we bring you the latest update in our recurring series based on analyzing 13F filings and the latest moves of some of the world's most renowned funds. Soros Fund Management still seems to be after heavily discounted technology companies, while executing succe...

Summary Michael Burry's Fund added new positions in Charter Communications, Liberty Latin America and Qurate Retail. Aerojet Rocketdyne was also added. Stake in private prison operators expanded. Michael Burry rose to fame during the 2008-2009 financial crisis as one of ...

Liberty Broadband Corporation (LBRDK) Q3 2022 Earnings Conference Call November 04, 2022 11:15 AM ET Company Participants Courtnee Chun - Chief Portfolio Officer Greg Maffei - President and Chief Executive Officer Brian Wendling - Chief Accounting & Principal...

Liberty Broadband Corporation (“Liberty Broadband”) (Nasdaq: LBRDA, LBRDK, LBRDP) today reported third quarter 2022 results. Headlines include (1) : Fair value of Charter investment was $14.7 billion as of September 30 th From August 1 st through Octo...

Summary Several long-standing biopharmaceutical holdings drove performance. An unprecedented set of global challenges makes it more important than ever to own cash-generative businesses with strong balance sheets that can take advantage of dislocations in the market and the econom...

Summary Strategy returns with a low correlation to mega cap growth companies, reflected in our high active share, proved beneficial in the third quarter. From a sector perspective, several long-standing biopharmaceutical positions as well as newer disruptive technology holdings dr...

Summary In retrospect, I wish I had cut the position in Liberty Broadband more aggressively last quarter. Tom Rutledge’s unexpected early retirement from the CEO role has not helped matters. With approximately 25m non-Charter potential wireless customers within the area...