WITTENBERG INVESTMENT MANAGEMENT, INC. LILA — LIBERTY GLOBAL PLC

Ownership history in WITTENBERG INVESTMENT MANAGEMENT, INC.  ·  24 quarters on record

AI Ownership Summary

WITTENBERG INVESTMENT MANAGEMENT, INC. reported LIBERTY GLOBAL PLC (LILA) in 24 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.79% in 2024 Q2. The latest visible filing shows LILA at 1.61% 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 LILA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WITTENBERG INVESTMENT MANAGEMENT, INC.'s position in LIBERTY GLOBAL PLC, 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

LILA was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.79% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

LILA stock page WITTENBERG INVESTMENT MANAGEMENT, INC. fund profile WITTENBERG INVESTMENT MANAGEMENT, INC. full holdings
How WITTENBERG INVESTMENT MANAGEMENT, INC. held LILA — position size vs. price
% of Fund (quarterly)    LILA 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)
2026 Q1 ADDED — — — 500,477 +500 +0.1% 1.61% $4.3M 2026-05-14 $5.14
2025 Q4 REDUCED — — — 499,977 -5,800 -1.1% 1.42% $3.7M 2026-02-13 $5.24
2025 Q3 REDUCED 15.0% -9.4% ✅ 505,777 -89,430 -15.0% 1.66% $4.2M 2025-11-13 $5.50
2025 Q2 ADDED — — — 595,207 +6,780 +1.2% 1.59% $3.6M 2025-08-11 $5.07
2025 Q1 REDUCED 5.8% -3.7% ✅ 588,427 -36,259 -5.8% 1.68% $3.7M 2025-05-12 $3.07
2024 Q4 REDUCED 21.4% -0.5% ✅ 624,686 -170,050 -21.4% 1.56% $4.0M 2025-02-13 $5.13
2024 Q3 REDUCED 6.9% -34.7% ✅ 794,736 -58,635 -6.9% 2.44% $7.6M 2024-11-13 $4.48
2024 Q2 REDUCED 7.5% -0.3% ✅ 853,371 -69,100 -7.5% 2.79% $8.2M 2024-08-14 $6.50
2024 Q1 ADDED — — — 922,471 +125,639 +15.8% 2.19% $6.4M 2024-05-03 $5.46
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LILA

As of 2026 Q2 — sorted by position size

Park Capital Management, LLC / WI 0.08% ANCHYRA PARTNERS LLC 0.05% Symmetry Partners, LLC 3Y 7Y 0.01% Fifth Third Wealth Advisors LLC 3Y 0.01% Diversified Trust Co 3Y 7Y 0.0% Cyndeo Wealth Partners, LLC 3Y 0.0% Y-Intercept (Hong Kong) Ltd 3Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% EverSource Wealth Advisors, LLC 3Y 0.0% Sequoia Financial Advisors, LLC 3Y 7Y 0.0%

FAQ About WITTENBERG INVESTMENT MANAGEMENT, INC. and LILA

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

How long has WITTENBERG INVESTMENT MANAGEMENT, INC. reported owning LILA?

WITTENBERG INVESTMENT MANAGEMENT, INC. reported LILA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LILA position in WITTENBERG INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for LILA was 2.79% in 2024 Q2.

What is the latest reported LILA position on this page?

The most recent filing on this page is 2026 Q1, when WITTENBERG INVESTMENT MANAGEMENT, INC. reported 500,477 shares, equal to 1.61% of portfolio, with an estimated market value of $4.3M.

What does the chart on this LILA ownership page compare?

The chart compares WITTENBERG INVESTMENT MANAGEMENT, INC.'s quarterly LILA 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 WITTENBERG INVESTMENT MANAGEMENT, INC. time their LILA position?

Based on 13F filing dates vs. subsequent LILA price moves, WITTENBERG INVESTMENT MANAGEMENT, INC. correctly timed 13 out of 22 reported position changes (59%). The annualised alpha on LILA relative to SPY over the holding period was -16.6%.

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