Kintayl Capital LP LBRDK — LIBERTY BROADBAND CORP

Ownership history in Kintayl Capital LP  ·  6 quarters on record

AI Ownership Summary

Kintayl Capital LP reported LIBERTY BROADBAND CORP (LBRDK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 8.7% in 2025 Q2. The latest visible filing shows LBRDK at 5.15% 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 LBRDK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kintayl Capital LP's position in LIBERTY BROADBAND CORP, 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
2026 Q1

LBRDK was reported at 5.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.7% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

LBRDK stock page Kintayl Capital LP fund profile Kintayl Capital LP full holdings
How Kintayl Capital LP held LBRDK — position size vs. price
% of Fund (quarterly)    LBRDK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 196,486 +29,224 +17.5% 5.15% $9.9M 2026-05-15 $32.76
2025 Q4 REDUCED 7.5% +3.5% ❌ 167,262 -13,466 -7.5% 4.91% $8.1M 2026-02-17 $55.09
2025 Q3 ADDED — — — 180,728 +20,414 +12.7% 7.08% $11.5M 2025-11-14 $47.01
2025 Q2 ADDED — — — 160,314 +57,161 +55.4% 8.70% $15.8M 2025-08-14 $60.20
2025 Q1 ADDED — — — 103,153 +46,755 +82.9% 6.21% $8.8M 2025-05-02 $83.85
2024 Q4 INITIATED — — — 56,398 — — 3.89% $4.2M 2025-02-14 $76.39

🏢 Other funds also holding LBRDK

As of 2026 Q1 — sorted by position size

Mount Capital Ltd 3Y 7.31% INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3Y 5.6% Hi-Line Capital Management, LLC 3Y 5.32% Capco Asset Management, LLC 3Y 7Y 4.54% P SCHOENFELD ASSET MANAGEMENT LP 3Y 7Y 3.88% Slotnik Capital, LLC 3.79% Fort Baker Capital Management LP 3Y 7Y 3.31% First Pacific Advisors, LP 3Y 7Y 3.27% Athos Capital Ltd 3Y 7Y 2.94% Hall Kathryn A. 3Y 7Y 2.88%

FAQ About Kintayl Capital LP and LBRDK

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

How long has Kintayl Capital LP reported owning LBRDK?

Kintayl Capital LP reported LBRDK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LBRDK position in Kintayl Capital LP's portfolio?

The largest reported portfolio weight for LBRDK was 8.70% in 2025 Q2.

What is the latest reported LBRDK position on this page?

The most recent filing on this page is 2026 Q1, when Kintayl Capital LP reported 196,486 shares, equal to 5.15% of portfolio, with an estimated market value of $9.9M.

What does the chart on this LBRDK ownership page compare?

The chart compares Kintayl Capital LP's quarterly LBRDK 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 Kintayl Capital LP time their LBRDK position?

Based on 13F filing dates vs. subsequent LBRDK price moves, Kintayl Capital LP correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on LBRDK relative to SPY over the holding period was -57.1%.

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