Berkshire Hathaway sold 16 stocks in Q1, fully exiting 12 after Greg Abel became CEO following Warren Buffett’s retirement, according to its latest 13F filing. The company completely sold Visa ($2.91B), Mastercard ($2.28B), UnitedHealth ($1.66B), Domino’s ($1.40B), and others including Amazon ($525M). It also exited Charter, Diageo, and Allegion, and trimmed Chevron, Constellation, Nucor, and Bank of America.
Liberty Broadband Corp (LBRDA, LBRDK) reported its Q1 2026 financial results, which are heavily influenced by the performance of its significant equity stake in Charter Communications. The article highlights that Liberty Broadband functions primarily as a holding company, meaning its financial health is intrinsically tied to Charter's operational metrics, cash flow, and capital allocation strategies. For US investors, Liberty Broadband offers indirect exposure to the US cable and broadband sector, with its valuation dependent on Charter's long-term prospects, cash generation, and Liberty Broadband's own capital allocation decisions.
Charter Communications director Wade Davis purchased 5,728 shares of the company's Class A Common Stock on April 28, 2026, at an average price of $173.72 per share, totaling approximately $995,068. This open-market transaction increased his direct holdings to 6,925 shares. The purchase indicates a positive sentiment from an insider regarding the company's stock.
