LBTYA
Liberty Global plc · Communication Services · Telecommunications Services
Données momentum (gérants comparables) :
étendue des détenteurs -5.3% ·
flux d'actions +1.8% ·
nouvelles positions nettes -5.6%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 108 | 0 | 168.37M | $1.89B | +7 | −6 |
| Q1 2026 | 110 | +4 | 164.11M | $1.96B | +8 | −5 |
| Q4 2025 | 107 | 0 | 184.90M | $2.05B | +1 | — |
| Q3 2025 | 21 | +1 | 118.50M | $1.37B | +1 | −1 |
| Q2 2025 | 18 | -2 | 111.95M | $1.14B | — | −2 |
| Q1 2025 | 17 | 0 | 87.26M | $1.03B | +1 | −1 |
| Q4 2024 | 17 | -2 | 103.24M | $1.34B | — | −2 |
| Q3 2024 | 18 | -1 | 109.32M | $2.34B | — | −1 |
| Q2 2024 | 19 | — | 107.37M | $1.90B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baupost Group ✦ | 49.51M | 0.0% | $1.07B | 30.4% | Held | 2 | SEC ↗ |
| 2 | Baupost Group ✦ | 49.51M | 0.0% | $1.07B | 30.4% | Held | 2 | SEC ↗ |
| 3 | Dodge & Cox ✦ | 11.45M | -15.5% | $245.04M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Dodge & Cox ✦ | 11.45M | -15.5% | $245.04M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Harris Associates (Oakmark) ✦ | 8.59M | -30.4% | $181.43M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 6 | Harris Associates (Oakmark) ✦ | 8.59M | -30.4% | $181.43M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 6.79M | +10.2% | $144.19M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 6.79M | +10.2% | $144.19M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | Oaktree Capital Management ✦ | 5.97M | +57.1% | $126.10M | 2.4% | ▲ Add | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passif) | 5.62M | -1.9% | $120.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passif) | 5.62M | -1.9% | $120.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passif) | 5.62M | -1.9% | $120.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passif) | 5.62M | -1.9% | $120.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 5.40M | +110.8% | $115.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 5.40M | +110.8% | $115.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Greenlight Capital (DME Capital) ✦ | 4.25M | +108.3% | $89.78M | 3.7% | ▲ Add | 2 | SEC ↗ |
| 17 | Greenlight Capital (DME Capital) ✦ | 4.25M | +108.3% | $89.78M | 3.7% | ▲ Add | 2 | SEC ↗ |
| 18 | Norges Bank ✦ (passif) | 4.17M | +7.4% | $88.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Norges Bank ✦ (passif) | 4.17M | +7.4% | $88.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 2.72M | +0.4% | $57.86M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 2.72M | +0.4% | $57.86M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 22 | Millennium Management ✦ | 2.02M | +7.5% | $42.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Millennium Management ✦ | 2.02M | +7.5% | $42.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 868.25K | -19.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 868.25K | -19.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 868.25K | -19.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 599.22K | -33.0% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 599.22K | -33.0% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 599.22K | -33.0% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 599.22K | -33.0% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Marshall Wace ✦ | 546.06K | +167.3% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Marshall Wace ✦ | 546.06K | +167.3% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 410.51K | +147.6% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 410.51K | +147.6% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 410.51K | +147.6% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 410.51K | +147.6% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 410.51K | +147.6% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 314.59K | +3.7% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 314.59K | +3.7% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 85.34K | +219.8% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Point72 Asset Management ✦ | 9.32K | +52.1% | $201,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Duquesne Family Office | $9.47M | était 0.3% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 283 détenteurs, 170.17M actions, $1.96B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.