SCM
LBRDK

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

Sahana 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
2024
Q2 		$28.5M Sell
520,769
-136,493
-21% -$7.05M 4.43% 9
2024
Q1 		$37.6M Sell
657,262
-236,859
-26% -$15.7M 5.82% 7
2023
Q4 		$72.1M Buy
894,121
+55,314
+7% +$4.64M 11.34% 5
2023
Q3 		$76.6M Buy
838,807
+60,868
+8% +$5.43M 12.81% 3
2023
Q2 		$62.3M Buy
777,939
+220,535
+40% +$17.1M 11.51% 4
2023
Q1 		$45.5M Sell
557,404
-19,780
-3% -$1.71M 7.49% 5
2022
Q4 		$44M Buy
577,184
+373,855
+184% +$30.4M 7.24% 5
2022
Q3 		$15M Buy
203,329
+20,383
+11% +$2.17M 2.79% 6
2022
Q2 		$21.2M Sell
182,946
-94,237
-34% -$11.5M 3.61% 7
2022
Q1 		$37.5M Buy
277,183
+500
+0.2% +$72.8K 5.04% 6
2021
Q4 		$44.6M Sell
276,683
-38,431
-12% -$6.32M 5.01% 9
2021
Q3 		$54.4M Sell
315,114
-17,152
-5% -$3.09M 6.22% 7
2021
Q2 		$57.7M Buy
332,266
+61,977
+23% +$9.97M 6.82% 7
2021
Q1 		$40.6M Buy
+270,289
New +$40.9M 5.03% 8

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 14.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Sahana Capital Management's LBRDK Position: Q2 2024 in Review

Sahana Capital Management reduced its Liberty Broadband Class C (LBRDK) stake by 21% in Q2 2024, selling an estimated $7.05M and leaving 520,769 shares worth $28.5M. The position accounts for 4.43% of the portfolio, ranked #9.

Sahana Capital Management first reported a position in LBRDK in Q1 2021 and has held it in 14 quarters since. The position peaked at $76.6M in Q3 2023. 385 funds tracked by Wall St. Rank hold LBRDK as of Q2 2024.

  • Sahana Capital Management held 520,769 shares of Liberty Broadband Class C worth $28.5M as of Q2 2024.
  • Sahana Capital Management sold 136,493 Liberty Broadband Class C shares in Q2 2024, an estimated $7.05M.
  • Liberty Broadband Class C made up 4.43% of Sahana Capital Management's portfolio in Q2 2024, its #9 holding.
  • Sahana Capital Management first reported a position in Liberty Broadband Class C in Q1 2021 and has held it in 14 quarters since.
  • Sahana Capital Management's Liberty Broadband Class C position peaked at $76.6M in Q3 2023.
  • 385 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2024.

Based on Sahana Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.