LLYVALIBERTY LIVE HOLDINGS INC

Notable Interest

Smart Money Trend

23-Q3

23-Q4

24-Q1

24-Q2

24-Q3

24-Q4

25-Q1

25-Q2

25-Q3

25-Q4

$90.35

2 of 16 tracked funds hold LLYVA. Avg conviction: 1.1%. Net adding. First tracked at $43.51 (current +107.7% vs tracked).

Am I Late?

107.7% abovetheir avg tracked price

Tracked: $43.51Current: $90.35

Per-fund first tracked prices

Berkshire Hathaway$37.51(2024-Q2)

ValueAct Capital$49.51(2024-Q3)

How Convicted?

1.1%avg portfolio allocation

ValueAct Capital has 2.1% in this stock

Top 5 (0)Mid (1)Small (1)

Fund breakdown

ValueAct CapitalBerkshire Hathaway

Which Way Is the Wind Blowing?

↑ Net adding

1 adding1 holding

Per-fund actions

Berkshire HathawayHold

ValueAct CapitalAdd

Did It Work?

+111.7%avg return since tracked

S&P 500: -9.7%Alpha: +121.4%

Per-fund returns

Berkshire Hathaway+140.9%(from $37.51)

ValueAct Capital+82.5%(from $49.51)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

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Fund Holders (2 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
ValueAct Capital	2.1%	$146.6M	$49.51	Add
Berkshire Hathaway	0.0%	$37.2M	$37.51	Hold