Turtle Creek Wealth Advisors
LBTYK icon

Turtle Creek Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

Turtle Creek Wealth Advisors’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
2026
Q3 		$384K Buy
+43,177
New +$438K 0.02% 310
2024
Q4 		– Sell
-15,270
Closed -$330K – 124
2024
Q3 		$330K Hold
15,270
– – 0.07% 130
2024
Q2 		$273K Hold
15,270
– – 0.06% 130
2024
Q1 		$269K Hold
15,270
– – 0.07% 128
2023
Q4 		$285K Buy
+15,270
New +$264K 0.08% 120

Other funds holding LBTYK

ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Turtle Creek Wealth Advisors's LBTYK Position: Q3 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Liberty Global Class C (LBTYK) in Q3 2026: 43,177 shares worth $384K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in LBTYK as recently as Q3 2024.

Turtle Creek Wealth Advisors first reported a position in LBTYK in Q4 2023 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold LBTYK as of Q3 2026.

  • Turtle Creek Wealth Advisors held 43,177 shares of Liberty Global Class C worth $384K as of Q3 2026.
  • Liberty Global Class C was a new Turtle Creek Wealth Advisors position in Q3 2026.
  • Liberty Global Class C made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #310 holding.
  • Turtle Creek Wealth Advisors first reported a position in Liberty Global Class C in Q4 2023 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held Liberty Global Class C as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.