1y return+64.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $178 against $127 in the S&P 500.2
Liberty 77 Capital L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FLGFlagstar Bank National Assoc | $1.1B | 63.9% | |
| LIONLionsgate Studios Corp | $574.9M | 32.8% | |
| SATLSatellogic Inc | $57.2M | 3.3% | −50.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LIONLionsgate Studios Corp | June 30, 2025 | +163.5% | $574.9M |
| FLGFlagstar Bank National Assoc | December 31, 2024 | +60.1% | $1.1B |
| SATLSatellogic Inc | June 30, 2025 | +58.0% | $57.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +24.2% | +14.8% |
| March 31, 2026 | +9.8% | −4.6% |
| December 31, 2025 | +10.5% | +2.4% |
| September 30, 2025 | +9.2% | +7.8% |
| June 30, 2025 | −10.5% | +10.5% |
| March 31, 2025 | +20.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Liberty 77 Capital L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1905374&type=13F-HR&dateb=&owner=include&count=40CIK 1905374
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1905374/000117266126003497/Filed August 14, 2026 · accession 0001172661-26-003497