LLYVA
Liberty Live Holdings, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NegativeLiberty Live Holdings reported Q2 2026 revenue growth to $147.06M but posted a significant net loss of $268.66M, reinforcing the challenging economics of its Live Nation-linked business model. While the underlying Live Nation asset showed strength with record attendance and 9% revenue growth, LLYVA remains unprofitable, and a management transition (new CLO effective October 1, 2026) signals ongoing corporate restructuring within Liberty Media.
Red flags
- •Net loss of $268.66M in Q2 2026 with diluted EPS of ($2.92), reflecting deteriorating profitability despite revenue growth
- •Company remains loss-making despite revenue gains, indicating structural profitability challenges
- •High valuation dependent on Live Nation equity stake creates concentrated asset risk
- •Management transition (CLO replacement and senior advisor shift) suggests ongoing organizational instability
Fund 13D/13G Filings (3)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| ValueAct Holdings | SC 13D/A | — | 4.9% | -4.5% vs SPY -3.0% abs | 2026-06-15 | ↗ |
| Berkshire Hathaway | SC 13G | NEW | 19.5% | — | 2026-02-17 | ↗ |
| ValueAct Holdings | SC 13D | NEW | 7.0% | — | 2025-12-19 | ↗ |
Tracked Funds Holding (4)
| Fund | Manager | Shares Held | Position Value |
|---|---|---|---|
| Berkshire Hathaway | Warren Buffett | 10.6M | $1.1B |
| Berkshire Hathaway | Warren Buffett | 5.0M | $505M |
| ValueAct Holdings | Mason Morfit | 2.2M | $229M |
| ValueAct Holdings | Mason Morfit | 785K | $80M |
Quarter-end 13F positions for the tracked funds holding this stock.