Liberty Broadband Corp (LBRDA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Liberty Broadband Corp (LBRDA) following the 2026 Q2 hedge fund 13F filings?

As of today, LBRDA has moved +1.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.1% for the XLC sector ETF — an outperformance of +2.8%. Since the quarter end (June 30, 2026), LBRDA gained +10.9% vs +4.2% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Liberty Broadband Corp (LBRDA)

190 + Investors. Track Smart Money conviction in LBRDA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LBRDA

Based on 212 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added LBRDA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 93% of 3.0Y peak

93% of all-time peak

212 funds currently hold this stock — 93% of the 3.0-year high of 229 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q

17 fewer hedge funds hold LBRDA compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟢

More buyers than sellers — 60% buying

116 buying76 selling

Last quarter: 116 funds were net buyers (40 opened a brand new position + 76 added to an existing one). Only 76 were sellers (46 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new LBRDA position: 32 → 25 → 33 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new

132 out of 212 hedge funds have held LBRDA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

32 → 32 → 25 → 33 → 40 new funds/Q

New funds entering each quarter: 32 → 25 → 33 → 40. A growing number of institutions are discovering LBRDA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 24% new

Entry-cohort mix of 213 holders: 141 (66%) are 2+ year veterans, 20 entered 1–2 years ago, and 52 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds

37 of 212 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	190	214	-11.21%
13F Shares	16M	16M	1.64%
Total Value	$526M	$777M	-32.3%
New Positions	30	40	-10
Increased Positions	60	76	-16
Closed Positions	54	28	+26
Reduced Positions	57	46	+11
Total Calls	0	0	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

190

214

-11.21%

13F Shares

16M

1.64%

Total Value

$526M

$777M

-32.3%

New Positions

-10

Increased Positions

-16

Closed Positions

+26

Reduced Positions

+11

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

190 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LBRDA. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LBRDA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	JNE Partners LLP	8.69%	635,155	$21.1M
2	Transmarket Holdings LP	4.56%	186,635	$6.2M
3	Bislett Management, LLC	3.16%	140,000	$4.7M
4	Wittenberg Investment Management, INC.	2.95%	259,624	$8.6M
5	Slotnik Capital, LLC	2.42%	281,388	$9.4M
6	Alpine Global Management, LLC	1.07%	197,551	$6.6M
7	Yakira Capital Management, Inc.	0.92%	96,844	$3.2M
8	GABELLI & Co INVESTMENT ADVISERS, INC.	0.61%	125,000	$4.2M
9	Empyrean Capital Partners, LP	0.55%	500,000	$16.6M
10	Aristeia Capital, L.L.C.	0.54%	1,259,939	$41.9M
11	Fort Baker Capital Management LP	0.43%	175,602	$5.8M
12	VARCOV Co.	0.38%	30,004	$999K
13	Long Focus Capital Management, LLC	0.32%	375,000	$12.5M
14	Weitz Investment Management, INC.	0.29%	123,750	$4.1M
15	Farringdon Capital, Ltd.	0.20%	12,220	$407K
16	Boussard & Gavaudan Gestion Sas	0.17%	101,035	$3.3M
17	Whitebox Advisors LLC	0.15%	348,076	$11.6M
18	Credit Industriel Et Commercial	0.14%	66,372	$2.2M
19	Verition Fund Management LLC	0.08%	500,065	$16.6M
20	Westchester Capital Management, LLC	0.08%	46,828	$1.6M
21	Deltroit Asset Management (UK) LLP	0.06%	12,217	$407K
22	JBF Capital, Inc.	0.04%	9,000	$300K
23	Ruane, Cunniff & Goldfarb L.P.	0.04%	73,945	$2.5M
24	Pentwater Capital Management LP	0.03%	170,000	$5.7M
25	Occudo Quantitative Strategies LP	0.03%	17,692	$589K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Liberty Broadband Corp (LBRDA)

What does the Smart Money Trend signal show for LBRDA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LBRDA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LBRDA?

More buyers than sellers — 60% buying: Last quarter: 116 funds were net buyers (40 opened a brand new position + 76 added to an existing one). Only 76 were sellers (46 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LBRDA holders?

Strong quality — 37% AUM from major funds: 37 of 212 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LBRDA?

62% of holders stayed for 2+ years: 132 out of 212 hedge funds have held LBRDA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Liberty Broadband Corp (LBRDA) following the 2026 Q2 hedge fund 13F filings?

As of today, LBRDA has moved +1.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.1% for the XLC sector ETF — an outperformance of +2.8%. Since the quarter end (June 30, 2026), LBRDA has gained +10.9% vs +4.2% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Liberty Broadband Corp (LBRDA)

Smart Money Signals — LBRDA

Buying streak — 1 quarter in a row

High ownership — 93% of 3.0Y peak

Outflows — 7% fewer funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+7 vs last Q)

62% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 66% veterans vs 24% newcomers

Strong quality — 37% AUM from major funds

Institutional Sentiment Summary — LBRDA

Hedge Fund Ownership: LBRDA

Market Analysis: LBRDA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LBRDA

Is It Too Late to Buy Liberty Broadband Corp (LBRDA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LBRDA

Statistics: LBRDA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Liberty Broadband Corp (LBRDA)

Welcome to 13Foresight!