Banyan Capital Management’s Liberty Broadband Class C LBRDK Stock Holding History

Banyan Capital Management’s Portfolio LBRDK Stock Details LBRDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$529K	Sell	15,911 -53,963	-77%	-$2.1M	0.23%	42
2026 Q1	$3.51M	Buy	69,874 +613	+0.9%	+$30.9K	1.51%	21
2025 Q4	$3.37M	Buy	+69,261	New	+$3.6M	1.46%	19
2024 Q2	–	Sell	-23,961	Closed	-$1.37M	–	19
2024 Q1	$1.37M	Buy	23,961 +1,630	+7%	+$108K	0.78%	16
2023 Q4	$1.8M	Buy	22,331 +6,888	+45%	+$578K	1.1%	15
2023 Q3	$1.41M	Hold	15,443	–	–	0.92%	16
2023 Q2	$1.24M	Buy	15,443 +2,671	+21%	+$207K	0.82%	14
2023 Q1	$1.04M	Buy	12,772 +80	+0.6%	+$6.91K	0.76%	14
2022 Q4	$968K	Buy	12,692 +5,030	+66%	+$409K	0.72%	14
2022 Q3	$565K	Hold	7,662	–	–	0.42%	16
2022 Q2	$886K	Hold	7,662	–	–	0.6%	16
2022 Q1	$1.04M	Sell	7,662 -10	-0.1%	-$1.46K	0.6%	17
2021 Q4	$1.24M	Hold	7,672	–	–	0.71%	17
2021 Q3	$1.32M	Hold	7,672	–	–	0.84%	17
2021 Q2	$1.33M	Hold	7,672	–	–	0.83%	18
2021 Q1	$1.15M	Hold	7,672	–	–	0.76%	18
2020 Q4	$1.22M	Sell	7,672 -200	-3%	-$30.4K	0.88%	17
2020 Q3	$1.13M	Sell	7,872 -157	-2%	-$21.6K	0.94%	16
2020 Q2	$995K	Sell	8,029 -641	-7%	-$80.5K	0.92%	16
2020 Q1	$960K	Sell	8,670 -853	-9%	-$106K	1.02%	16
2019 Q4	$1.2M	Sell	9,523 -294	-3%	-$34.2K	1.04%	16
2019 Q3	$1.03M	Sell	9,817 -477	-5%	-$49.8K	0.97%	16
2019 Q2	$1.07M	Sell	10,294 -237	-2%	-$23.4K	1.01%	17
2019 Q1	$966K	Sell	10,531 -262	-2%	-$22.3K	0.99%	18
2018 Q4	$777K	Buy	+10,793	New	+$865K	0.87%	18

Other funds holding LBRDK

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HLCM

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

CAM

Capco Asset Management Tampa, Florida $366M AUM 8.26% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Banyan Capital Management's LBRDK Position: Q2 2026 in Review

Banyan Capital Management reduced its Liberty Broadband Class C (LBRDK) stake by 77% in Q2 2026, selling an estimated $2.1M and leaving 15,911 shares worth $529K. The position accounts for 0.23% of the portfolio, ranked #42.

Banyan Capital Management first reported a position in LBRDK in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.51M in Q1 2026. 120 funds tracked by Wall St. Rank hold LBRDK as of Q2 2026.

Banyan Capital Management held 15,911 shares of Liberty Broadband Class C worth $529K as of Q2 2026.
Banyan Capital Management sold 53,963 Liberty Broadband Class C shares in Q2 2026, an estimated $2.1M.
Liberty Broadband Class C made up 0.23% of Banyan Capital Management's portfolio in Q2 2026, its #42 holding.
Banyan Capital Management first reported a position in Liberty Broadband Class C in Q4 2018 and has held it in 25 quarters since.
Banyan Capital Management's Liberty Broadband Class C position peaked at $3.51M in Q1 2026.
120 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.