Liberty 77 Capital L.P.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Liberty 77 Capital L.P. reported 4 stock positions worth $1.1 billion. Its top holding was Flagstar Bank NA (FLG) at 71.5% of the portfolio, followed by Lionsgate Studios (LION, 19.3%) and Satellogic Class A (SATL, 6.5%). Compared with Q1 2025, it opened 3 new positions and sold out of 3. The biggest buy was a new position in Lionsgate Studios (LION) and the biggest sale an exit from Lions Gate Entmnt.

Most Recent 13F
Q2 2026
Location
Washington, DC
CIK
0001905374
Portfolio Value
$1.1B (Q2 2025)
SEC Filing
0001172661-25-002962 ↗ filed Aug 8, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q4 2024: $932.3M Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.1B $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 4 stocks · $1.1B

FLG Flagstar Bank NA 71.54% 74,999,994 $795.0M No change
LION Lionsgate Studios Corp. 19.33% 36,976,036 $214.8M New
SATL Satellogic Inc. Class A 6.52% 20,000,000 $72.4M New
STRZ Starz Entertainment Corp. 2.61% 1,803,786 $29.0M New

Portfolio Sells Q1 2025 → Q2 2025

LIONS GATE ENTMNT CORP Sold out 0.00% −11.29
SATL Satellogic Inc. Class A Sold out 0.00% −6.34
LGF.B Lions Gate Entertainment-B Sold out 0.00% −4.99

Portfolio Buys Q1 2025 → Q2 2025

LION Lionsgate Studios Corp. New 19.33% +19.33
SATL Satellogic Inc. Class A New 6.52% +6.52
STRZ Starz Entertainment Corp. New 2.61% +2.61

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$1.8BFLG, LION, SATL
Q1 2026 3$1.5BFLG, LION, SATL
Q4 2025 4$1.3BFLG, LION, SATL, STRZ
Q3 2025 4$1.2BFLG, LION, SATL, STRZ
Q2 2025 4$1.1BFLG, LION, SATL, STRZ
Q1 2025 4$1.1BFLG, LIONS GATE ENTMNT CORP, SATL, LGF.B
Q4 2024 4$932.3MFLG, LIONS GATE ENTMNT CORP, SATL, LGF.B