Naya Management’s Liberty Global Class A LBTYA Stock Holding History

Naya Management’s Portfolio LBTYA Stock Details LBTYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,697,827	Closed	-$61.9M	–	26
2014 Q2	$61.9M	Buy	1,697,827 +351,955	+26%	+$12.3M	4.69%	10
2014 Q1	$46.2M	Sell	1,345,872 -385,768	-22%	-$13.6M	5.09%	9
2013 Q4	$63.6M	Buy	+1,731,640	New	+$58.1M	7.67%	8

Other funds holding LBTYA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Naya Management's LBTYA Position: Q3 2014 in Review

Naya Management sold out of Liberty Global Class A (LBTYA) in Q3 2014, closing a stake of 1,697,827 shares — an estimated $61.9M sold.

Naya Management first reported a position in LBTYA in Q4 2013 and held it in 3 quarters. The position peaked at $63.6M in Q4 2013. 335 funds tracked by Wall St. Rank hold LBTYA as of Q3 2014.

Naya Management reported no remaining Liberty Global Class A position as of Q3 2014 after selling out during the quarter.
Naya Management sold 1,697,827 Liberty Global Class A shares in Q3 2014, an estimated $61.9M.
Naya Management first reported a position in Liberty Global Class A in Q4 2013 and held it in 3 quarters.
Naya Management's Liberty Global Class A position peaked at $63.6M in Q4 2013.
335 funds tracked by Wall St. Rank held Liberty Global Class A as of Q3 2014.

Based on Naya Management's 13F filing for Q3 2014, filed 14 Nov 2014.