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. | Eagle Capital Management Boykin Curry | 6,699,546 | $336,987,140 | +6% | 1.13% |
| 2. | First Pacific Advisors LLC Robert Rodriguez And Steven Romick | 4,642,610 | $233,523,283 | +74% | 3.27% |
| 3. | HBK Investments David Costen Haley | 4,289,014 | $215,737,404 | -28% | 2.19% |
| 4. | Harris Associates Natixis Global Asset Management | 4,028,727 | $202,644,943 | -3% | 0.27% |
| 5. | Millennium Management Israel Englander | 3,186,971 | $160,304,641 | +26% | 0.07% |
| 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. | 5,464,969 | $274,887,966 | 0% | |
| 2. | 5,323,493 | $267,771,698 | 0% | |
| 3. | 5,096,518 | $256,354,855 | 0.01% | |
| 4. | 2,360,674 | $118,759,366 | 0.02% | |
| 5. | 2,227,197 | $112,028,009 | 0.17% |