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 | 472,162 | $23,749,748 | -1% | 1.4% |
| 2. | Hi-Line Capital Management Michael Anderson | 336,445 | $16,923,184 | +59% | 5.32% |
| 3. | Hosking Partners Jeremy Hosking | 6,952 | $349,686 | -29% | 0.01% |
| 4. | Hurley Capital Charles Goldblum | 75 | $3,773 | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $57.35 | 32,058 | $1,838,388.45 | 38,057 | 2026-02-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,323,493 | $267,771,698 | 0.01% | |
| 2. | 5,096,518 | $256,354,855 | 0.01% | |
| 3. | 2,360,674 | $118,759,366 | 0.02% | |
| 4. | 2,227,197 | $112,028,009 | 0.17% | |
| 5. | 1,188,921 | $59,802,747 | 0.74% |