LBRDP News and Press, Liberty Broadband Corporation Series A Cumulative Redeemable Preferred Stock From 04/01/22

We take a look at the action in preferreds and baby bonds through the fourth week of March and highlight some of the key themes we are watching. Preferreds had another down week as Treasury yields continue to climb. We highlight the new path forward for Libor Fix/Float securities ...

Cell Tower REITs - a perennial performance leader in the real estate sector - have uncharacteristically lagged this year, dipping into "bear market" territory for just the second time in history. Several factors are behind the recent cell tower slump including potential competition fr...

Harris Associates’ 13F portfolio value increased from $62.77B to $64.23B this quarter. They increased Fiserv and Visa while dropping Alibaba Group Holdings and Cenovus Energy. The top three positions are Alphabet, Fiserv, and Bank of America, and they add up to ~16% of the ...

Ruane, Cunniff & Goldfarb’s 13F portfolio value increased from $11.13B to $11.71B this quarter. The number of positions increased from 33 to 34. They increased Wayfair while reducing Credit Acceptance and Berkshire Hathaway. The top three positions are Alphabet, UnitedH...

Southeastern’s 13F portfolio value increased from $5.27B to $5.96B this quarter. The number of positions increased from 28 to 33. Southeastern Asset Management added Biogen, Liberty Broadband, and Fiserv while dropping Baidu. The top three positions are Lumen Technologies, ...

Liberty Broadband Corporation (LBRDK) Q4 2021 Earnings Conference Call February 25, 2022 11:15 AM ET Company Participants Courtnee Chun - Chief Portfolio Officer Gregory Maffei - President and Chief Executive Officer Brian Wendling - Chief Accounting Officer and Principal Financial Officer Ro...

Liberty Broadband Corporation (“Liberty Broadband”) (Nasdaq: LBRDA, LBRDK, LBRDP) today reported fourth quarter and year end 2021 results. Highlights include (1) : Fair value of Charter investment was $35 billion as of December 31 st From November 1 ...

Wallace Weitz's 13F portfolio value increased from $2.39B to $2.49B this quarter. The number of positions increased from 58 to 59. Weitz Investment Management increased CoStar Group and Fidelity National Information Services while reducing Laboratory Corp, AON plc, and Fidelity Nation...

Soros' 13F portfolio value increased from $5.42B to $7.31B this quarter. The number of positions increased from 250 to 279. Soros added Rivian Automotive during the quarter. They also added a fairly large short position on the Nasdaq 100 through Puts on Invesco QQQ ETF. Simultaneo...

Expert prediction results. My predictions’ current status. Unfinished business for 2022. For further details see: 2021 Prediction Roundup