LBTYKLIBERTY GLOBAL LTD

CUSIP: G61188101

Guru Owners

$168.4M

Total Value Held

15.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Howard Marks	Oaktree Capital Management	8551191	$95.3M	1.36%	$11.14	Q4 2025
Dodge & Cox	Dodge & Cox	4481061	$49.9M	0.03%	$11.14	Q4 2025
Seth Klarman	Baupost Group	2080456	$23.2M	0.44%	$11.14	Q4 2025

Howard Marks

$95.3M

1.36%

Dodge & Cox

$49.9M

0.03%

Seth Klarman

$23.2M

0.44%

📊 Fundamentals

Market Cap$4.1B

Forward P/E-3.7x

EPS (TTM)$-20.48

Revenue (TTM)$4.9B

Profit Margin-146.32%

Beta0.80

52-Week Range

$9.21

$13.12

Current: $12.36

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $168.4M

REDUCEDDodge & Cox$49.9M

REDUCEDSeth Klarman$23.2M

Q3 '253 owners · $210.8M

INCREASEDHoward Marks$98.0M

Q2 '253 owners · $180.7M

INCREASEDHoward Marks$82.2M

SOLDFrancis Chou

Q1 '254 owners · $196.4M

NEWHoward Marks$82.9M

REDUCEDSeth Klarman$58.4M

Q4 '243 owners · $127.4M

REDUCEDSeth Klarman$66.4M

NEWDodge & Cox$60.8M

REDUCEDFrancis Chou$153K

Q3 '242 owners · $154.4M

SOLDDodge & Cox

SOLDStanley Druckenmiller

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. -1.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -8.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data