Liberty 77 Capital L.P.
Washington, DC
$1.8bn in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 8.1% of the portfolio this quarter.
Value
$1.8bn
Stocks
3
Top 10 share
100.0%
Turnover
8.1%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- SatellogicSATL3.3% of the fund-50%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Flagstar Bank, National AssociationFLG | 63.9% | $1.1bn | 74,999,994 | Held |
| Lionsgate StudiosLION | 32.8% | $575m | 37,548,125 | Held |
| SatellogicSATL | 3.3% | $57m | 10,000,000 | -50% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 57.7% since 30 June 2025.
Where the money is
Financial services63.9%
Media & telecom32.8%
Technology3.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.