5 Stocks to Invest in According to Victor Ho’s Yarra Square Partners

2. Liberty Broadband Corporation (NASDAQ:LBRDA)

Mr. Ho’s Stake Value: $8.6 million

Percentage of Mr. Ho’s 13F Portfolio: 7.34%

Number of Hedge Fund Holders: 28

Liberty Broadband Corporation (NASDAQ:LBRDA) is an internet and video streaming service provider in the United States.

Mr. Ho’s Yarra Square held 49,790 Liberty Broadband Corporation (NASDAQ:LBRDA) shares by the end of this year’s second quarter, which was worth $8.6 million and represented 7.34% of its portfolio. Out of the 873 hedge funds profiled by Insider Monkey by Q2 2021 end, 28 held stakes in the company.

Boykin Curry’s Eagle Capital Management is Liberty Broadband Corporation (NASDAQ:LBRDA)’s largest shareholder since it holds 9.1 million shares worth $1.5 billion.

Alphyn Capital Management, in its first quarter 2021 investor letter, mentioned Liberty Broadband Corporation (NASDAQ:LBRDA) and outlined that:

“Liberty Broadband completed its merger with GCI, thereby collapsing one layer of the double discount to Charter Communications, presenting a good opportunity to trim that position as well.”