Liberty 77 Capital L.P.
CIK 1905374 · View on SEC EDGAR ↗
- Portfolio value
- $1.8B
- Positions
- 3
- As of
- June 30, 2026
Portfolio value QoQ: +20.3% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 3
- Effective number of positions
- 1.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $57,200,000
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 42.9% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 1
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +65.0% · S&P 500: +21.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| FLG Flagstar Bank, N.A. Common Stock | $1,120,499,910 | 63.93% | 74,999,994 | $132,749,989 | |||
| LION Lionsgate Studios Corp Common Shares | $574,861,794 | 32.80% | 37,548,125 | $214,775,275 | |||
| SATL Satellogic Inc. - Class A Common Stock | $57,200,000 | 3.26% | 10,000,000 | $-51,600,000 | Down ×1 | ||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| LGFA | June 30, 2025 | 14,369,845 | $127,173,128 | No longer tracked |
| LGFB | June 30, 2025 | 7,096,119 | $56,201,262 | No longer tracked |
| STRZ | March 31, 2026 | 1,803,786 | $21,104,296 | 128.8% |