GCI Liberty, Inc.Fund added to position, CEO bought shares, strong balance sheet and favorable Alaskan competitive environment highlighted.
Liberty Capital Corporation, formerly GCI Liberty, rebranded in May 2026 to signal its ambition to own assets beyond its core Alaskan cable business. The company drew criticism after announcing a deal to acquire a voting interest in Liberty Latin America from a private equity firm and John Malone, but management quickly unwound the transaction by having Malone purchase the acquired shares at cost. Longleaf Partners Small-Cap Fund, which holds the stock, noted that negative broadband sentiment and SpaceX's public listing have weighed on the shares, though it sees value in the company's strong balance sheet and favorable Alaskan competitive environment. The fund added to its position during the quarter and highlighted CEO Ron Duncan's personal share purchases as an encouraging sign.
GCI Liberty, Inc.Fund added to position, CEO bought shares, strong balance sheet and favorable Alaskan competitive environment highlighted.
Space Exploration Technologies Corp. Class A Common StockSpaceX's public listing cited as weighing on GCI Liberty's shares due to negative broadband sentiment.
Liberty Latin America Ltd