S&CO INC LBRDA — LIBERTY BROADBAND SER A

Ownership history in S&CO INC  ·  45 quarters on record

AI Ownership Summary

S&CO INC reported LIBERTY BROADBAND SER A (LBRDA) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2023 Q4. The latest visible filing shows LBRDA at 0.21% 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 LBRDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&CO INC's position in LIBERTY BROADBAND SER A, 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

LBRDA was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2023 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 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.

LBRDA stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC held LBRDA — position size vs. price
% of Fund (quarterly)    LBRDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 66,827 -345 -0.5% 0.21% $3K 2026-05-07 $37.30
2025 Q4 REDUCED 16.9% +4.0% ❌ 67,172 -13,667 -16.9% 0.20% $3.2M 2026-02-05 $51.92
2025 Q3 REDUCED — — — 80,839 -586 -0.7% 0.31% $5.1M 2025-11-06 $49.87
2025 Q2 ADDED — — — 81,425 +220 +0.3% 0.51% $8.0M 2025-08-07 $58.59
2025 Q1 ADDED — — — 81,205 +226 +0.3% 0.46% $6.9M 2025-05-08 $86.64
2024 Q4 ADDED — — — 80,979 +50 +0.1% 0.41% $6.0M 2025-02-07 $72.08
2024 Q3 REDUCED — — — 80,929 -40 -0.0% 0.41% $6.2M 2024-11-07 $89.87
2024 Q2 ADDED — — — 80,969 +9,191 +12.8% 0.31% $4.4M 2024-08-08 $59.80
2024 Q1 REDUCED 23.7% -5.6% ✅ 71,778 -22,250 -23.7% 0.29% $4.1M 2024-05-09 $48.60
2023 Q4 UNCHANGED — — — 94,028 — 0% 0.58% $7.6M 2024-02-12 $58.20
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LBRDA

As of 2026 Q1 — sorted by position size

CREDIT INDUSTRIEL ET COMMERCIAL 0.26% FNY Investment Advisers, LLC 3Y 7Y 0.19% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 0.14% JBF Capital, Inc. 3Y 7Y 0.06% Oak Thistle LLC 3Y 0.05% Clear Harbor Asset Management, LLC 3Y 7Y 0.05% Abel Hall, LLC 0.04% AlphaQuest LLC 0.02% YHB Investment Advisors, Inc. 3Y 7Y 0.02% Dougherty Wealth Advisers LLC 3Y 7Y 0.01%

FAQ About S&CO INC and LBRDA

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

How long has S&CO INC reported owning LBRDA?

S&CO INC reported LBRDA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LBRDA position in S&CO INC's portfolio?

The largest reported portfolio weight for LBRDA was 0.58% in 2023 Q4.

What is the latest reported LBRDA position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 66,827 shares, equal to 0.21% of portfolio, with an estimated market value of $3K.

What does the chart on this LBRDA ownership page compare?

The chart compares S&CO INC's quarterly LBRDA 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 S&CO INC time their LBRDA position?

Based on 13F filing dates vs. subsequent LBRDA price moves, S&CO INC correctly timed 20 out of 35 reported position changes (57%). The annualised alpha on LBRDA relative to SPY over the holding period was -14.2%.

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