Top 5 Stock Picks of Thomas Bancroft’s Makaira Partners

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1. Liberty Broadband Corporation (NASDAQ:LBRDA)

Makaira Partners’ Stake Value: $158.8 million

Percentage of Makaira Partners’ 13F Portfolio: 33.56%

Number of Hedge Fund Holders: 24

Liberty Broadband Corporation (NASDAQ:LBRDA) is a communication services company headquartered in Englewood, Colorado. Representing 33.56% of Makaira Partners’ portfolio, it is the largest holding of the fund.

On December 15, Pivotal Research analyst Jeffrey Wlodarczak lowered Liberty Broadband Corporation’s (NASDAQ:LBRDA) from $267 to $212 and kept a Buy rating on the company’s shares.

Here is what Alphyn Capital Management has to say about Liberty Broadband Corporation (NASDAQ:LBRDA) in its first-quarter 2021 investor letter.

“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.”

You can also take a peek at Top 10 Stock Picks of Barry Rosenstein’s JANA Partners and Top Stock Picks of Michael Burry.

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