MA
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Montag & Associates’s Liberty Live Group Series A LLYVA Stock Holding History

Montag & Associates’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47K Hold
16
– – ﹤0.01% 871
2025
Q4 		$1.3K Hold
16
– – ﹤0.01% 902
2025
Q3 		$1.51K Hold
16
– – ﹤0.01% 956
2025
Q2 		$1.27K Hold
16
– – ﹤0.01% 899
2025
Q1 		$1.08K Hold
16
– – ﹤0.01% 945
2024
Q4 		$1.06K Hold
16
– – ﹤0.01% 946
2024
Q3 		$793 Hold
16
– – ﹤0.01% 997
2024
Q2 		$601 Hold
16
– – ﹤0.01% 962
2024
Q1 		$678 Hold
16
– – ﹤0.01% 955
2023
Q4 		$585 Hold
16
– – ﹤0.01% 897
2023
Q3 		$511 Buy
+16
New +$525 ﹤0.01% 888

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM