SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Liberty 77 Capital L.P.

CIK 0001905374 · 2099 PENNSYLVANIA AVENUE NW, WASHINGTON, DC, 20006 · 202-984-7070

Reported Value
$932M
Q4 2024
Positions
4
Filings on Record
6
2019–present window
Filed
Feb 12, 2025
original filing

Summary

Liberty 77 Capital L.P. reported $932M in U.S.-listed holdings across 4 positions for Q4 2024.

The portfolio is heavily concentrated: QC10 alone accounts for 75.1% of reported value.

Portfolio Metrics

Largest Position
+75.1%
Flagstar Financial

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $932MQ4 ’24Q1 ’25: $1.1BQ1 ’25Q2 ’25: $1.1BQ2 ’25Q3 ’25: $1.2BQ3 ’25Q4 ’25: $1.3BQ4 ’25Q1 ’26: $1.5BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 93.9%Other: 6.1%
  • Common Stock · 93.9% · $875M
  • Other · 6.1% · $57M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
QC10FLAGSTAR FINANCIAL INCNEW+75.00M75.00M+$700M$700M
LGFEURLIONS GATE ENTMNT CORPNEW+14.37M14.37M+$123M$123M
SATELLOGIC INCNEW+20.00M20.00M+$57M$57M
LGF/BEURLIONS GATE ENTMNT CORPNEW+7.00M7.00M+$53M$53M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

3 positions
#IssuerClass% PortfolioValueShares
1QC10FLAGSTAR FINANCIAL INChistory →COM NEW75.06%$700M75.00M
2LGFEURLIONS GATE ENTMNT CORPCL A VTG · CL B NON VTG18.83%$176M21.37M
3SATELLOGIC INCCLASS A ORD SHS6.11%$57M20.00M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B3May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B4Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B4Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B4Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B4May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$932M4Feb 12, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.