Liberty 77 Capital L.P. holds a concentrated book of 3 stocks worth $1.8B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Lions Gate Entertainment-B and trimmed Satellogic Inc. Their largest long position is Flagstar Bank Na at 64% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Liberty 77 Capital L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 4 / 3 | $780.8M |
| STATE STREET CORP | 4 / 3 | $380.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4 / 3 | $316.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | 4 / 3 | $315.4M |
| GEODE CAPITAL MANAGEMENT, LLC | 4 / 3 | $238.4M |
| GOLDMAN SACHS GROUP INC | 4 / 3 | $101.0M |
| ALLIANCEBERNSTEIN L.P. | 4 / 3 | $96.0M |
| Neuberger Berman Group LLC | 4 / 3 | $94.3M |
Ranked by how many of Liberty 77 Capital L.P.'s top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Flagstar Bank National Assoc COM NEW | $1.1B | 75.00M | 63.9% | —Held | |
| 2 | Lionsgate Studios Corp COM | $574.9M | 37.55M | 32.8% | —Held | |
| 3 | Satellogic Inc COM CL A | $57.2M | 10.00M | 3.3% | ▼−50% Reduced · −10.0M sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1905374/holdings"
Use Arkolith to show Liberty 77 Capital L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 3 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 3 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 4 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 4 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 4 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 4 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 4 | $932.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.