Long Focus Capital Management’s Liberty Broadband Class A LBRDA Stock Holding History

Long Focus Capital Management’s Portfolio LBRDA Stock Details LBRDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.8M	Hold	375,000	–	–	0.5%	49
2025 Q4	$18.1M	Hold	375,000	–	–	0.48%	51
2025 Q3	$23.7M	Hold	375,000	–	–	0.78%	39
2025 Q2	$36.7M	Hold	375,000	–	–	1.39%	19
2025 Q1	$31.9M	Buy	375,000 +53,200	+17%	+$4.24M	1.06%	20
2024 Q4	$23.9M	Buy	321,800 +11,700	+4%	+$968K	0.78%	27
2024 Q3	$23.8M	Sell	310,100 -60,000	-16%	-$3.65M	0.83%	22
2024 Q2	$20.2M	Buy	370,100 +141,500	+62%	+$7.33M	0.77%	23
2024 Q1	$13.1M	Buy	228,600 +79,590	+53%	+$5.25M	0.67%	32
2023 Q4	$12M	Hold	149,010	–	–	0.4%	31
2023 Q3	$13.5M	Hold	149,010	–	–	0.48%	27
2023 Q2	$11.9M	Buy	149,010 +5,000	+3%	+$386K	0.54%	27
2023 Q1	$11.8M	Hold	144,010	–	–	0.67%	28
2022 Q4	$10.9M	Buy	144,010 +51,810	+56%	+$4.22M	0.75%	24
2022 Q3	$6.88M	Buy	92,200 +64,300	+230%	+$6.8M	0.67%	32
2022 Q2	$3.17M	Buy	+27,900	New	+$3.28M	0.33%	53

Other funds holding LBRDA

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JNE Partners London, United Kingdom $244M AUM 15.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Focus Capital Management's LBRDA Position: Q1 2026 in Review

Long Focus Capital Management held its Liberty Broadband Class A (LBRDA) position steady in Q1 2026 at 375,000 shares worth $18.8M. The position accounts for 0.5% of the portfolio, ranked #49.

Long Focus Capital Management first reported a position in LBRDA in Q2 2022 and has held it in 16 quarters since. The position peaked at $36.7M in Q2 2025. 213 funds tracked by Wall St. Rank hold LBRDA as of Q1 2026.

Long Focus Capital Management held 375,000 shares of Liberty Broadband Class A worth $18.8M as of Q1 2026.
Long Focus Capital Management left its Liberty Broadband Class A share count unchanged in Q1 2026.
Liberty Broadband Class A made up 0.5% of Long Focus Capital Management's portfolio in Q1 2026, its #49 holding.
Long Focus Capital Management first reported a position in Liberty Broadband Class A in Q2 2022 and has held it in 16 quarters since.
Long Focus Capital Management's Liberty Broadband Class A position peaked at $36.7M in Q2 2025.
213 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q1 2026.

Based on Long Focus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.