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Liberty Capital

GLIBA on Nasdaq. Market value $924m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

3 long-term investors we follow own it, down from 4 last quarter. 126 funds in all.

Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

6 investors own more than 5%.

  • John C. Malone
    9.1%−84.8 pts
    Since 18 August 2025
    What they said

    The information contained in Item 4 of the Schedule 13D is hereby amended to delete last three paragraphs thereof and supplemented to include the following information: Mr. Malone intends to continue to review his investment in the Issuer on an ongoing basis and, depending on…

    Read the filing
  • Geode Capital Holdings LLC
    Passive investor
    at least 7.3%
    (filed with 1 related holder)
    Since 30 June 2026
  • BlackRock, Inc.
    Passive investor
    6.9%−0.4 pts
    Since 30 June 2026
  • at least 5.4%+1.7 pts
    (filed with 2 related holders)
    Since 30 June 2026
  • 5.2%−0.3 pts
    Since 30 June 2026
  • at least 5.0%
    (filed with 2 related holders)
    Since 6 February 2026
  • Sold down below 5%
    Since 30 June 2026
  • Barclays PLC
    Passive investor
    Sold down below 5%
    Since 31 December 2025
  • Sold down below 5%
    Since 28 November 2025
  • The Vanguard Group
    Passive investor
    Sold down below 5%
    Since 13 March 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 3 insiders bought $16m of shares on the open market.

  • MALONE JOHN C
    Director
    Bought
    Date
    13 August 2026
    Shares
    1,000
    Price
    $26.00
    Value
    $26,000
  • MALONE JOHN C
    Director
    Bought
    Date
    12 August 2026
    Shares
    66,702
    Price
    $25.57
    Value
    $2m
  • MALONE JOHN C
    Director
    Bought
    Date
    11 August 2026
    Shares
    68,800
    Price
    $25.22
    Value
    $2m
  • MALONE JOHN C
    Director
    Bought
    Date
    10 August 2026
    Shares
    406,730
    Price
    $24.87
    Value
    $10m
  • DUNCAN RONALD A
    President and CEO, Director
    Bought
    Date
    3 June 2026
    Shares
    67,500
    Price
    $21.04
    Value
    $1m
  • MALONE JOHN C
    Director
    Bought
    Date
    2 March 2026
    Shares
    1,834
    Price
    $43.29
    Value
    $79,394
  • Gould Jedd
    Director
    Bought
    Date
    17 November 2025
    Shares
    15,000
    Price
    $34.11
    Value
    $511,650

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 11 Feb 2026, plus the 10-Q filed 6 Aug 2026 and 12 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.