LBRDP News and Press, Liberty Broadband Corporation Series A Cumulative Redeemable Preferred Stock From 07/26/22

The value within Liberty Broadband is virtually exclusively driven by Charter, its share price and an intriguing buy-back mechanism which even more inexorably links the two companies. LBRDA gains significant cash flow to retire its own shares by the forced resale of CHTR securities to...

East 72 Holdings Limited was formed in May 2016 as a result of the recapitalisation of the NSX listed shell company Australian Premier Finance Holdings Limited. Quarterly gross portfolio return was -27.2%. Rolling twelve month gross return was -27.1%. Excessive speculation com...

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...