Author Topic: LMCA - Liberty Media  (Read 372509 times)

Shooter MacGavin

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Re: LMCA - Liberty Media
« Reply #1300 on: April 09, 2018, 08:51:44 PM »
Could someone please confirm how much Malone owns of Liberty Formula One? I have him at only $~68M which is the value of his FWONB voting shares and I can't seem to find documentation of ownership for any A or K shares  ???
Trying to puzzle together a look at his overall portfolio in terms of dollars invested regardless of voting power to see where his money really is, but it's hard without a Bloomberg terminal.
Thanks!

Bloomberg terminal?  just look at the public filings.  The Def 14A , voting proxy.

Name and Address of Beneficial Owner       Title of Series       Amount and
Nature of
Beneficial
Ownership       Percent of
Series
(%)       Voting
Power (%)   
John C. Malone

    LSXMA           1,167,728   (1)       1.1           47.6   
c/o Liberty Media Corporation

    LSXMB           9,455,341   (1)       95.8               
12300 Liberty Boulevard

    LSXMK           17,451,752   (1)       7.8               
Englewood, CO 80112

    BATRA           116,771   (1)       1.1               

    BATRB           945,532   (1)       95.8               

    BATRK           3,263,734   (1)       8.5               

    FWONA           291,930   (1)       1.1               

    FWONB           2,363,834   (1)       95.8               

    FWONK           4,710,168   (1)       2.7       


WayWardCloud

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Re: LMCA - Liberty Media
« Reply #1301 on: April 10, 2018, 03:51:48 AM »
Just don't know how to use Edgar, I'll look for DEF 14As in the future - thanks for constantly teaching me stuff :)

Shooter MacGavin

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Re: LMCA - Liberty Media
« Reply #1302 on: April 10, 2018, 04:40:53 AM »
Just don't know how to use Edgar, I'll look for DEF 14As in the future - thanks for constantly teaching me stuff :)

I hear you.  the EDGAR system is definitely antiquated and confusing. BTW what i sent you was the one from last year and the new one just posted.  FWONK share count is the same for Malone though.

WayWardCloud

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Re: LMCA - Liberty Media
« Reply #1303 on: April 18, 2018, 06:14:50 PM »
I thought I'd share my results with the community!

I went through all the DEF 14 and put them together. However, my findings sometimes differ from this Bloomberg article : https://www.bloomberg.com/news/articles/2017-08-10/beat-the-s-p-500-by-investing-alongside-john-malone so maybe take them with a grain of salt. To be specific, I find much more shares owned for Liberty Global and Liberty Formula One and much less for Liberty Latin America.

I've also counted Maffei's shares, Fries', or whoever is the CEO for each company when applicable. The least I can say is that interests are aligned and MASSIVE.

- 04/19/2018 document updated with Munger_Disciple's new data for LBTY -
« Last Edit: April 19, 2018, 05:32:02 PM by WayWardCloud »

Liberty

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Re: LMCA - Liberty Media
« Reply #1304 on: April 19, 2018, 06:36:37 AM »
Thanks WayWardCloud, that's great.
"Most haystacks don't even have a needle." |  I'm on Twitter  | Watch this, please

dcollon

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Re: LMCA - Liberty Media
« Reply #1305 on: April 19, 2018, 06:54:50 AM »
Thanks very much for sharing the data WayWardCloud

gurpaul88

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Re: LMCA - Liberty Media
« Reply #1306 on: April 19, 2018, 09:26:28 AM »
Thanks!

Munger_Disciple

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Re: LMCA - Liberty Media
« Reply #1307 on: April 19, 2018, 05:01:15 PM »
Liberty Global just released their 2018 proxy. It shows Malone holding 30.84 million shares (A+B+C). It looks like he sold approximately 2.2M shares during the last 12 months.

Og

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Re: LMCA - Liberty Media
« Reply #1308 on: April 19, 2018, 07:33:01 PM »
I think LIlac is more interesting than Globak here