LMR Partners LLP WBD — DISCOVERY COMMUNICATIONS INC

Ownership history in LMR Partners LLP  ·  48 quarters on record

AI Ownership Summary

LMR Partners LLP reported DISCOVERY COMMUNICATIONS INC (WBD) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows WBD at 0.24% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LMR Partners LLP's position in DISCOVERY COMMUNICATIONS INC, 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

WBD was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

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.

WBD stock page LMR Partners LLP fund profile LMR Partners LLP full holdings
How LMR Partners LLP held WBD — position size vs. price
% of Fund (quarterly)    WBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 25 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,470,373 +3,600,773 +414.1% 0.24% $128.8M 2026-02-14 (Est.) $27.99
2025 Q4 REDUCED 73.0% -4.7% ✅ 869,600 -2,354,100 -73.0% 0.05% $25.1M 2026-02-14 (Est.) $27.99
2025 Q4 ADDED — — — 3,223,700 +1,800,000 +126.4% 0.17% $92.9M 2026-02-14 (Est.) $27.99
2025 Q3 ADDED — — — 1,423,700 +411,000 +40.6% 0.12% $27.8M 2025-11-14 $23.03
2025 Q3 ADDED — — — 1,012,700 +552,470 +120.0% 0.09% $19.8M 2025-11-14 $23.03
2025 Q3 ADDED — — — 460,230 +452,760 +6061.0% 0.04% $9.0M 2025-11-14 $23.03
2025 Q2 REDUCED 98.0% +64.6% ❌ 7,470 -366,230 -98.0% 0.00% $86K 2025-08-14 $11.78
2025 Q2 REDUCED 57.2% +64.6% ❌ 373,700 -499,700 -57.2% 0.03% $4.3M 2025-08-14 $11.78
2025 Q2 ADDED — — — 873,400 +444,100 +103.4% 0.07% $10.0M 2025-08-14 $11.78
2025 Q1 ADDED — — — 429,300 +402,431 +1497.8% 0.04% $4.6M 2025-05-15 $9.14
2025 Q1 REDUCED 97.4% +6.8% ❌ 26,869 -1,012,031 -97.4% 0.00% $288K 2025-05-15 $9.14
2025 Q1 ADDED — — — 1,038,900 +594,700 +133.9% 0.10% $11.1M 2025-05-15 $9.14
2024 Q4 ADDED — — — 444,200 +377,200 +563.0% 0.04% $4.7M 2025-02-14 $10.34
2024 Q4 ADDED — — — 67,000 +60,871 +993.2% 0.01% $708K 2025-02-14 $10.34
2024 Q4 REDUCED 99.0% +1.5% ❌ 6,129 -582,971 -99.0% 0.00% $65K 2025-02-14 $10.34
2024 Q3 ADDED — — — 589,100 +236,300 +67.0% 0.04% $4.9M 2024-11-07 $9.37
2024 Q3 ADDED — — — 352,800 +94,019 +36.3% 0.02% $2.9M 2024-11-07 $9.37
2024 Q3 REDUCED 26.6% +27.4% ❌ 258,781 -94,019 -26.6% 0.02% $2.1M 2024-11-07 $9.37
2024 Q2 REDUCED 44.4% +10.9% ❌ 352,800 -281,500 -44.4% 0.02% $2.6M 2024-08-14 $6.96
2024 Q2 ADDED — — — 634,300 +268,012 +73.2% 0.04% $4.7M 2024-08-14 $6.96
2024 Q2 ADDED — — — 366,288 +13,488 +3.8% 0.02% $2.7M 2024-08-14 $6.96
2024 Q1 ADDED — — — 352,800 +172,125 +95.3% 0.03% $3.1M 2024-05-15 $8.20
2024 Q1 REDUCED 71.5% -18.7% ✅ 180,675 -453,625 -71.5% 0.02% $1.6M 2024-05-15 $8.20
2024 Q1 ADDED — — — 634,300 +619,300 +4128.7% 0.06% $5.5M 2024-05-15 $8.20
2023 Q4 UNCHANGED — — — 15,000 — 0% 0.00% $171K 2024-02-14 $9.73
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WBD

As of 2026 Q1 — sorted by position size

Samson Rock Capital LLP 3Y 27.11% Athos Capital Ltd 3Y 7Y 14.77% Credit Capital Investments LLC 3Y 7Y 12.58% Harbor Island Capital LLC 3Y 7Y 9.91% SYQUANT CAPITAL SAS 3Y 9.47% BCK CAPITAL MANAGEMENT LP 3Y 8.13% Birnam Oak Advisors, LP 7.65% TERRIL BROTHERS, INC. 3Y 7Y 5.63% Melqart Asset Management (UK) Ltd 3Y 7Y 5.49% NINE MASTS CAPITAL Ltd 3Y 7Y 4.22%

FAQ About LMR Partners LLP and WBD

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

How long has LMR Partners LLP reported owning WBD?

LMR Partners LLP reported WBD across 25 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WBD position in LMR Partners LLP's portfolio?

The largest reported portfolio weight for WBD was 0.24% in 2025 Q4.

What is the latest reported WBD position on this page?

The most recent filing on this page is 2025 Q4, when LMR Partners LLP reported 4,470,373 shares, equal to 0.24% of portfolio, with an estimated market value of $128.8M.

What does the chart on this WBD ownership page compare?

The chart compares LMR Partners LLP's quarterly WBD 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 LMR Partners LLP time their WBD position?

Based on 13F filing dates vs. subsequent WBD price moves, LMR Partners LLP correctly timed 21 out of 45 reported position changes (47%). The annualised alpha on WBD relative to SPY over the holding period was -16.7%.

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