BAUPOST GROUP LLC/MA LBTYK — LIBERTY GLOBAL LTD

Ownership history in BAUPOST GROUP LLC/MA  ·  9 quarters on record

AI Ownership Summary

BAUPOST GROUP LLC/MA reported LIBERTY GLOBAL LTD (LBTYK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 26.0% in 2024 Q3. The latest visible filing shows LBTYK at 4.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LBTYK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAUPOST GROUP LLC/MA's position in LIBERTY GLOBAL LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LBTYK was reported at 4.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LBTYK stock page BAUPOST GROUP LLC/MA fund profile BAUPOST GROUP LLC/MA full holdings
How BAUPOST GROUP LLC/MA held LBTYK — position size vs. price
% of Fund (quarterly)    LBTYK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 20,884,781 -773,022 -3.6% 4.37% $230.6M 2026-02-14 (Est.) $10.75
2025 Q3 REDUCED 12.2% -5.5% ✅ 21,657,803 -3,000,000 -12.2% 5.31% $254.5M 2025-11-13 $10.93
2025 Q2 UNCHANGED — — — 24,657,803 — 0% 6.16% $254.2M 2025-08-13 $11.45
2025 Q1 REDUCED 37.5% -13.9% ✅ 24,657,803 -14,796,040 -37.5% 8.44% $295.2M 2025-05-14 $10.06
2024 Q4 REDUCED 6.8% -8.9% ✅ 39,453,843 -2,857,168 -6.8% 15.09% $518.4M 2025-02-13 $11.28
2024 Q3 UNCHANGED — — — 42,311,011 — 0% 26.00% $914.3M 2024-11-13 $12.21
2024 Q2 UNCHANGED — — — 42,311,011 — 0% 20.78% $755.3M 2024-08-13 $10.23
2024 Q1 UNCHANGED — — — 42,311,011 — 0% 20.44% $746.4M 2024-05-14 $9.15
2023 Q4 INITIATED — — — 42,311,011 — — 17.20% $788.7M 2024-02-13 $10.35

🏢 Other funds also holding LBTYK

As of 2026 Q1 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 1.54% ACR Alpine Capital Research, LLC 3Y 7Y 1.21% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.54% CREDIT INDUSTRIEL ET COMMERCIAL 0.53% S&CO INC 3Y 7Y 0.31% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.17% Tevis Investment Management 3Y 0.15% Pavion Blue Capital, LLC 3Y 0.14% AIRE ADVISORS, LLC 3Y 0.12% Oak Thistle LLC 3Y 0.11%

FAQ About BAUPOST GROUP LLC/MA and LBTYK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAUPOST GROUP LLC/MA reported owning LBTYK?

BAUPOST GROUP LLC/MA reported LBTYK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LBTYK position in BAUPOST GROUP LLC/MA's portfolio?

The largest reported portfolio weight for LBTYK was 26.00% in 2024 Q3.

What is the latest reported LBTYK position on this page?

The most recent filing on this page is 2025 Q4, when BAUPOST GROUP LLC/MA reported 20,884,781 shares, equal to 4.37% of portfolio, with an estimated market value of $230.6M.

What does the chart on this LBTYK ownership page compare?

The chart compares BAUPOST GROUP LLC/MA's quarterly LBTYK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAUPOST GROUP LLC/MA time their LBTYK position?

Based on 13F filing dates vs. subsequent LBTYK price moves, BAUPOST GROUP LLC/MA correctly timed 2 out of 4 reported position changes (50%).

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