Here’s Why GCI Liberty (GLIBK) Stock Surged in 2025

1 month ago 16

Soumya Eswaran

Wed, February 25, 2026 astatine 6:50 AM CST 3 min read

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Longleaf experienced respective environments passim its acquisition successful small-cap investing. This year, the underlying developments successful the Fund’s holdings were much promising than the existent banal terms returns erstwhile compared to the people of ostentation positive 10% and the antithetic show of the Russell 2000. In Q4 2025, the Fund returned 1.13% compared to 2.40% for the Russell 3000 Index and 2.19% for the Russell 2000 Index. The Fund’s yearly instrumentality was 7.56% compared to 17.15% and 12.81% instrumentality for the indexes, respectively. In 2025, Southeastern demonstrated beardown show by protecting investments during marketplace volatility, emphasizing the worth of owning solid, escaped currency flow-generating companies implicit speculative fads. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Longleaf Partners Small-Cap Fund highlighted GCI Liberty, Inc. (NASDAQ:GLIBK). GCI Liberty, Inc. (NASDAQ:GLIBK) is simply a connection services institution that provides a scope of data, wireless, video, voice, and managed services. The one-month instrumentality of GCI Liberty, Inc. (NASDAQ:GLIBK) was 8.00%, and YTD its shares gained 5.21% of their value. On February 24, 2026, GCI Liberty, Inc. (NASDAQ:GLIBK) banal closed astatine $39.15 per share, with a marketplace capitalization of $1.559 billion.

Longleaf Partners Small-Cap Fund stated the pursuing regarding GCI Liberty, Inc. (NASDAQ:GLIBK) successful its 4th fourth 2025 capitalist letter:

"GCI Liberty, Inc. (NASDAQ:GLIBK) – Alaskan communications institution GCI Liberty was a affirmative contributor for the year. We purchased GCI aft it spun retired of Liberty Broadband successful July. GCI holds the fig 1 presumption successful some user and endeavor broadband successful Alaska, portion besides owning the 2nd largest wireless network. Their assets are fundamentally irreplicable owed to the location, climate, and terrain of Alaska. A operation of charismatic taxation attributes from the rotation and a concern that volition beryllium producing important FCF successful the adjacent word which could let GCI to beryllium the adjacent iteration of Liberty Media. All-time large Southeastern spouse John Malone volition stay Chairman astatine GCI contempt stepping backmost from astir different boards, and helium has shown his content successful the institution done some insider buys and afloat backstopping a precocious completed $300 cardinal rights offering. The banal appreciated arsenic the marketplace amended understood it post-spin, but the institution inactive trades astatine a sizable discount to Lower 48 telecom assets contempt having a overmuch amended competitory position."

Read Entire Article