Here’s What Gives Liberty Broadband (LBRDK) a Solid Valuation Support
Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alpine Associates Robert Emil Zoellner | 469,762 | $15,624,283 | -1% | 0.98% |
| 2. | Hi-Line Capital Management Michael Anderson | 346,317 | $11,518,503 | +3% | 3.24% |
| 3. | Hosking Partners Jeremy Hosking | 6,836 | $227,365 | -2% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $139.17 | 405 | $56,365.11 | 450 | 2022-04-06 | Filing | |
| $134.56 | 85 | $11,437.64 | 85 | 2022-04-06 | Filing | |
| $137.77 | 45 | $6,199.65 | 45 | 2022-03-03 | Filing | |
| $146.87 | 500 | $73,436.20 | 500 | 2021-02-23 | Filing | |
| $143.48 | 85 | $12,195.38 | 85 | 2021-02-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.32 | 239 | $7,963.00 | 10,433 | 2026-06-15 | Filing | |
| $55.54 | 18,000 | $999,797.40 | 20,057 | 2026-02-18 | Filing | |
| $55.37 | 7,000 | $387,601.90 | 12,150 | 2026-02-18 | Filing | |
| $57.65 | 1,702 | $98,120.30 | 1,452 | 2026-02-10 | Filing | |
| $57.48 | 530 | $30,464.40 | 471 | 2026-02-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,416,591 | $80,375,817 | 0.1% | |
| 2. | 923,428 | $30,713,215 | 0.44% | |
| 3. | 625,387 | $20,800,372 | 0.01% | |
| 4. | 476,314 | $15,842,204 | 3.25% | |
| 5. | 420,000 | $13,969,200 | 0.08% |