LBRDA - Liberty Broadband

[Liberty]

This is officially a thread spin-off from the LMCA discussion thread. Should be less confusing to have all the Broadband-related stuff in the same place.

[dwy000]

Looks like Berkshire (T or T) acquired some Charter shares in 3Q.  Somebody should have mentioned to him that he gets them at a discount through LBRDA.

[merkhet]

I don't see the 3Q 13-F anywhere...

[Ross812]

I haven't seen subscription rights show up in my account. Would this show up as a holding or do i need to call IB and just ask to oversubscribe?

[dwy000]

http://finance.yahoo.com/news/warren-buffett-buys-charter-communications-200400327.html

2.3M shares.  Which I guess for them is a small position.  But the PR is worth a fortune.

[gfp]

That filing has been out since August.  The next filing should be out soon.

http://finance.yahoo.com/news/warren-buffett-buys-charter-communications-200400327.html

2.3M shares.  Which I guess for them is a small position.  But the PR is worth a fortune.

[merkhet]

I haven't seen subscription rights show up in my account. Would this show up as a holding or do i need to call IB and just ask to oversubscribe?

They're not going to show up until December 10th.

[Ross812]

I haven't seen subscription rights show up in my account. Would this show up as a holding or do i need to call IB and just ask to oversubscribe?

They're not going to show up until December 10th.

Thank you!

[dwy000]

That filing has been out since August.  The next filing should be out soon.

http://finance.yahoo.com/news/warren-buffett-buys-charter-communications-200400327.html

2.3M shares.  Which I guess for them is a small position.  But the PR is worth a fortune.

Okay this time there's a real 3Q number.  Up to 4.95M shares at the end of 3Q.  Plus they (I assume it's Ted or Todd) stepped back up their DTV holding.  Maybe cable's not as dead as you'd think by reading the mainstream press!

[wellmont]

$700+ million is a big position for them.