SkyTop Capital Management’s Liberty Global Class C LBTYK Stock Holding History

SkyTop Capital Management’s Portfolio LBTYK Stock Details LBTYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-500,000	Closed	-$10.9M	–	22
2019 Q4	$10.9M	Buy	500,000 +175,000	+54%	+$3.94M	8.47%	2
2019 Q3	$7.73M	Buy	+325,000	New	+$8.46M	6.06%	8
2016 Q4	–	Sell	-302,276	Closed	-$9.99M	–	21
2016 Q3	$9.99M	Sell	302,276 -32,850	-10%	-$1.01M	7.16%	6
2016 Q2	$9.6M	Buy	335,126 +6,661	+2%	+$210K	8.3%	5
2016 Q1	$10.7M	Hold	328,465	–	–	9.24%	3
2015 Q4	$11.6M	Sell	328,465 -132,335	-29%	-$4.77M	10.91%	3
2015 Q3	$16.4M	Buy	460,800 +139,259	+43%	+$5.63M	12.75%	2
2015 Q2	$13.2M	Sell	321,541 -30,902	-9%	-$1.28M	12.14%	4
2015 Q1	$14.2M	Hold	352,443	–	–	8.96%	5
2014 Q4	$13.8M	Buy	352,443 +80,346	+30%	+$2.93M	7.66%	4
2014 Q3	$9.03M	Hold	272,097	–	–	6.96%	6
2014 Q2	$9.31M	Sell	272,097 -107,354	-28%	-$3.55M	5.63%	8
2014 Q1	$12.5M	Sell	379,451 -21,566	-5%	-$721K	6.18%	7
2013 Q4	$13.7M	Sell	401,017 -67,041	-14%	-$2.09M	6.59%	7
2013 Q3	$14.3M	Buy	+468,058	New	+$14.1M	6.69%	7

Other funds holding LBTYK

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

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

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

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SkyTop Capital Management's LBTYK Position: Q1 2020 in Review

SkyTop Capital Management sold out of Liberty Global Class C (LBTYK) in Q1 2020, closing a stake of 500,000 shares — an estimated $10.9M sold.

SkyTop Capital Management first reported a position in LBTYK in Q3 2013 and held it in 15 quarters. The position peaked at $16.4M in Q3 2015. 338 funds tracked by Wall St. Rank hold LBTYK as of Q1 2020.

SkyTop Capital Management reported no remaining Liberty Global Class C position as of Q1 2020 after selling out during the quarter.
SkyTop Capital Management sold 500,000 Liberty Global Class C shares in Q1 2020, an estimated $10.9M.
SkyTop Capital Management first reported a position in Liberty Global Class C in Q3 2013 and held it in 15 quarters.
SkyTop Capital Management's Liberty Global Class C position peaked at $16.4M in Q3 2015.
338 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2020.

Based on SkyTop Capital Management's 13F filing for Q1 2020, filed 15 May 2020.