Berkshire Hathaway's bold move: Social media erupted following Berkshire Hathaway's latest portfolio update, revealing a fresh stake in Liberty Media's LLYVK with 10.9 million shares. Traders dissected the move as a hallmark endorsement from Warren Buffett, pairing it with new positions in NYT and others. The disclosure has traders eyeing potential catalysts in media assets.
ValueAct piles on: Adding fuel, ValueAct Capital expanded its LLYVK holdings amid its Q4 adjustments. Discussions highlighted institutional conviction, contrasting trims in names like AMZN and DIS. Momentum builds as investors gauge the stock's trajectory post-filings.
Poll-driven hype: Polls on platforms queried LLYVK's edge over peers like CVX and DPZ among Berkshire's adds. Sentiment skews bullish, with chatter focusing on undervalued media plays. Eyes remain on price action amid the frenzy.
Note: This discussion summary was generated from an AI condensation of post data.
Liberty Media Hedge Fund Activity
We have seen 233 institutional investors add shares of Liberty Media stock to their portfolio, and 26 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BERKSHIRE HATHAWAY INC added 10,917,661 shares (+inf%) to their portfolio in Q4 2025, for an estimated $907,912,688
- VANGUARD GROUP INC added 4,721,823 shares (+inf%) to their portfolio in Q4 2025, for an estimated $392,666,800
- VALUEACT HOLDINGS, L.P. added 3,603,988 shares (+inf%) to their portfolio in Q4 2025, for an estimated $299,707,642
- MORGAN STANLEY added 2,062,231 shares (+inf%) to their portfolio in Q4 2025, for an estimated $171,495,129
- BLACKROCK, INC. added 1,913,212 shares (+inf%) to their portfolio in Q4 2025, for an estimated $159,102,709
- PRINCIPAL FINANCIAL GROUP INC added 1,812,689 shares (+inf%) to their portfolio in Q4 2025, for an estimated $150,743,217
- BAMCO INC /NY/ added 1,613,666 shares (+inf%) to their portfolio in Q4 2025, for an estimated $134,192,464
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
