LBTYK LIBERTY GLOBAL LTD

Ownership history in Wallace Capital Management Inc.  ·  9 quarters on record

AI Ownership Summary

Wallace Capital Management Inc. reported LIBERTY GLOBAL LTD (LBTYK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.11% in 2023 Q4. The latest visible filing shows LBTYK at 0.49% 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 Wallace Capital Management Inc.'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 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.11% 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 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.

How Wallace Capital Management Inc. held LBTYK — position size vs. price
% of Fund (quarterly)    LBTYK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 368,763 -245,454 -40.0% 0.49% $4.1M 2026-02-14 (Est.) $10.75
2025 Q3 REDUCED 614,217 -179,052 -22.6% 0.90% $7.2M 2025-11-14 $10.83
2025 Q2 REDUCED 793,269 -36,779 -4.4% 1.11% $8.2M 2025-08-14 $11.52
2025 Q1 REDUCED 830,048 -58,235 -6.6% 1.27% $9.9M 2025-05-15 $10.26
2024 Q4 REDUCED 888,283 -85,218 -8.8% 1.59% $11.7M 2025-02-14 $11.31
2024 Q3 REDUCED 973,501 -39,628 -3.9% 2.85% $21.0M 2024-11-14 $12.71
2024 Q2 REDUCED 1,013,129 -69,776 -6.4% 2.62% $18.1M 2024-08-14 $10.06
2024 Q1 REDUCED 1,082,905 -39,885 -3.6% 2.61% $19.1M 2024-05-15 $9.20
2023 Q4 INITIATED 1,122,790 3.11% $20.9M 2024-02-14 $10.28

FAQ About Wallace Capital Management Inc. and LBTYK

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

How long has Wallace Capital Management Inc. reported owning LBTYK?

Wallace Capital Management Inc. reported LBTYK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LBTYK position in Wallace Capital Management Inc.'s portfolio?

The largest reported portfolio weight for LBTYK was 3.11% in 2023 Q4.

What is the latest reported LBTYK position on this page?

The most recent filing on this page is 2025 Q4, when Wallace Capital Management Inc. reported 368,763 shares, equal to 0.49% of portfolio, with an estimated market value of $4.1M.

What does the chart on this LBTYK ownership page compare?

The chart compares Wallace Capital Management Inc.'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.

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