FPR Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), FPR Partners LLC reported 10 stock positions worth $578.6 million. Its top holding was Sirius XM (SIRI) at 17.1% of the portfolio, followed by Alight Class A (ALIT, 15.0%) and Kinder Morgan (KMI, 14.2%). Compared with Q4 2024, it sold out of 1 and reduced 10. The biggest sale was an exit from Carvana (CVNA).
- Most Recent 13F
- Q1 2025
- Location
- SAN FRANCISCO, CA
- CIK
- 0001546190
- Portfolio Value
- $578.6M (Q1 2025)
- SEC Filing
- 0001546190-25-000004 ↗ filed May 14, 2025
Holdings Value
Holdings 10 stocks · $578.6M
| SIRI Sirius XM Holdings Inc. | 17.13% | 4,395,520 | $99.1M | Reduce -30.8% |
| ALIT Alight Inc. Class A | 15.05% | 14,683,290 | $87.1M | Reduce -30.8% |
| KMI Kinder Morgan Inc. | 14.16% | 2,872,891 | $82.0M | Reduce -46.8% |
| GO Grocery Outlet Holding Corp. | 12.39% | 5,126,825 | $71.7M | Reduce -14.4% |
| LBRDA Liberty Broadband-A | 11.78% | 801,718 | $68.1M | Reduce -11.7% |
| LBRDK Liberty Broadband-C | 10.46% | 711,827 | $60.5M | Reduce -43.4% |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 8.72% | 9,507,593 | $50.5M | Reduce -25.2% |
| ACGL Arch Capital Group Ltd. | 7.75% | 466,105 | $44.8M | Reduce -30.0% |
| TV Grupo Televisa SA-Spon ADR | 1.77% | 5,851,700 | $10.2M | Reduce -73.9% |
| QVCG QVC Group Inc. | 0.79% | 22,861,535 | $4.6M | Reduce -23.5% |
Portfolio Sells Q4 2024 → Q1 2025
| CVNA Carvana Co. | Sold out | 0.00% | −4.40 |
| TV Grupo Televisa SA-Spon ADR | Reduce -73.9% | 1.77% | −2.37 |
| KMI Kinder Morgan Inc. | Reduce -46.8% | 14.16% | −2.10 |
| ALIT Alight Inc. Class A | Reduce -30.8% | 15.05% | −1.08 |
| QVCG QVC Group Inc. | Reduce -23.5% | 0.79% | −0.29 |
| LBRDK Liberty Broadband-C | Reduce -43.4% | 10.46% | +0.13 |
| ACGL Arch Capital Group Ltd. | Reduce -30.0% | 7.75% | +0.99 |
| SIRI Sirius XM Holdings Inc. | Reduce -30.8% | 17.13% | +1.21 |
| VISN Vistance Networks Inc. | Reduce -25.2% | 8.72% | +1.45 |
| GO Grocery Outlet Holding Corp. | Reduce -14.4% | 12.39% | +2.11 |
| LBRDA Liberty Broadband-A | Reduce -11.7% | 11.78% | +4.36 |
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||