Francois Rochon
Giverny Capital
Francois Rochon Liberty Broadband Srs C stake
total: 126
Giverny Capital LBRDK trades
- Total transactions:
- 11
- New positions:
- 3
- Sold out:
- 3
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2024 Q4
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q1
According to 2026 Q2 report, Francois Rochon doesn't hold any Liberty Broadband Srs C (LBRDK) shares. To date, the estimated cost basis is nearly $74.76 for "buy" trades and estimated average "sell" price is $74.76. Giverny Capital first purchased LBRDK in 2020 Q2, initially acquiring 9,507 shares. Francois Rochon later completely sold out the position and invested in Liberty Broadband Srs C again in 2024 Q4. Since the initial investment in Liberty Broadband Srs C (LBRDK), Giverny Capital has made 10 more transactions.
When did Francois Rochon sell Liberty Broadband Srs C (LBRDK)?
Francois Rochon sold off the entire Liberty Broadband Srs C (LBRDK) position in 2025 Q1.
When did Francois Rochon buy Liberty Broadband Srs C (LBRDK)?
Francois Rochon first invested in Liberty Broadband Srs C (LBRDK) in 2020 Q2 at the reported quarter-end price of $123.91 per share.
What's the cost basis of Giverny Capital's LBRDK stake?
The estimated cost basis for Liberty Broadband Srs C (LBRDK) stake is around $74.76 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $74.76
- Weighted AVG sell price:
- $74.76
Francois Rochon's historical trades in Liberty Broadband Srs C
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
0.00%
|
0
|
$74.76
|
|
-100% (-15,000)
|
-0.04%
|
|
2024 Q4
|
0.04%
|
15,000
|
$74.76
|
$1,121,400
|
new
|
+0.04%
|
|
2022 Q2
|
0.00%
|
0
|
$135.32
|
|
-100% (-34,474)
|
-0.26%
|
|
2022 Q1
|
0.26%
|
34,474
|
$135.32
|
$4,665,000
|
-6.49% (-2,391)
|
-0.02%
|
|
2021 Q4
|
0.32%
|
36,865
|
$161.10
|
$5,939,000
|
new
|
+0.32%
|
|
2021 Q3
|
0.00%
|
0
|
$173.66
|
|
-100% (-20,482)
|
-0.22%
|
|
2021 Q2
|
0.22%
|
20,482
|
$173.66
|
$3,557,000
|
-5.74% (-1,248)
|
-0.01%
|
|
2021 Q1
|
0.22%
|
21,730
|
$150.16
|
$3,263,000
|
+4.49% (+933)
|
+0.01%
|
|
2020 Q4
|
0.25%
|
$158.39
|
+16.02% (+2,871)
|
|||
|
2020 Q3
|
0.23%
|
$142.87
|
+88.56% (+8,419)
|
|||
|
2020 Q2
|
0.12%
|
$123.91
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.