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Livermore
Livermore
ZHEN

Liberty 77 Capital L.P.

SEC CIK
0001905374
Latest filing
Aug 14, 2026

The latest 13F from Liberty 77 Capital L.P. covers Q2 2026 (filed Aug 14, 2026): 3 long positions worth $1.75B. The top 10 holdings make up 100.0% of the portfolio, and the largest is Flagstar Bank, National Association (FLG) at 63.9%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
1
Est. −$57.2M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. FLGFlagstar Bank, National Association
    63.9%$1.12BHistory
  2. LIONLionsgate Studios Corp.
    32.8%$574.9MHistory
  3. SATLSatellogic Inc.
    3.3%$57.2MHistory

Share of portfolio

Each position's share of portfolio value

  1. FLG63.9%
  2. LION32.8%
  3. SATL3.3%

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SATLSatellogic Inc.
    −$57.2MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SATLSatellogic Inc.
    −4.21 pp7.5% → 3.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.75B
+$295.9M (+20.3%) vs. prior quarter
Positions
3
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
6.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.75B (Q2 2026)

Q4 2024: $932.3MQ1 2025: $1.13BQ2 2025: $1.11BQ3 2025: $1.22BQ4 2025: $1.35BQ1 2026: $1.46BQ2 2026: $1.75B
Q4 2024Q2 2026
13F filings of Liberty 77 Capital L.P. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20263$1.75BFLGLIONSATLvs. Q1 2026SEC
Q1 2026May 14, 20263$1.46BFLGLIONSATLvs. Q4 2025SEC
Q4 2025Feb 13, 20264$1.35BFLGLIONSATLvs. Q3 2025SEC
Q3 2025Nov 12, 20254$1.22BFLGLIONSATLvs. Q2 2025SEC
Q2 2025Aug 8, 20254$1.11BFLGLIONSATLvs. Q1 2025SEC
Q1 2025May 13, 20254$1.13BFLGStarz Entertainment CorpSATLvs. Q4 2024SEC
Q4 2024Feb 12, 20254$932.3MFLGStarz Entertainment CorpSATL–SEC

13D and 13G filings

Companies where Liberty 77 Capital L.P. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where Liberty 77 Capital L.P. owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
FLGFlagstar Bank, National Association13D/A24.90%113.5M shares+6.80 ppfrom 18.10%Mar 14, 20246 filingsOct 21, 2025SEC
SATLSatellogic Inc.13D/A20.30%32.5M shares–Feb 22, 20223 filingsMay 28, 2026SEC
LIONLionsgate Studios Corp.13D/A13.00%37.5M shares+0.40 ppfrom 12.60%May 12, 20253 filingsJan 27, 2026SEC

Latest filings

22 filings on file made by Liberty 77 Capital L.P. or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Liberty 77 Capital L.P.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
SATLSatellogic Inc.May 28, 20269:03 PM ET13D/A20.30%32.5M shares–May 26, 2026SEC
STRZStarz Entertainment CorpMar 5, 20268:53 AM ET13D/A0.00%0 shares−10.80 ppfrom 10.80%Below 5%Mar 4, 2026SEC
LIONLionsgate Studios Corp.Jan 27, 20267:13 PM ET13D/A13.00%37.5M shares+0.40 ppfrom 12.60%Jan 26, 2026SEC
FLGFlagstar Bank, National AssociationOct 21, 20255:20 PM ET13D/A24.90%113.5M shares+6.80 ppfrom 18.10%Oct 17, 2025SEC
FLGFlagstar Bank, National AssociationAug 26, 20254:29 PM ET13D/A18.10%75.0M shares–Aug 22, 2025SEC
LIONLionsgate Studios Corp.May 30, 20255:08 PM ET13D/A12.60%36.0M shares+3.10 ppfrom 9.50%May 28, 2025SEC
LIONLionsgate Studios Corp.May 12, 20254:50 PM ET13D9.50%27.1M sharesNewMay 6, 2025SEC
STRZStarz Entertainment CorpMay 8, 20259:29 PM ET13D/A10.80%1.80M shares–May 6, 2025SEC
STRZStarz Entertainment CorpNov 13, 202413D/AOld format–––SEC
FLGFlagstar Bank, National AssociationSep 24, 202413D/AOld format–––SEC
FLGFlagstar Bank, National AssociationAug 13, 202413D/AOld format–––SEC
STRZStarz Entertainment CorpAug 13, 202413D/AOld format–––SEC
STRZStarz Entertainment CorpJul 12, 202413D/AOld format–––SEC
STRZStarz Entertainment CorpJun 17, 202413D/AOld format–––SEC
FLGFlagstar Bank, National AssociationJun 10, 202413D/AOld format–––SEC
STRZStarz Entertainment CorpMay 6, 202413D/AOld format–––SEC
FLGFlagstar Bank, National AssociationMar 14, 202413DOld format–New–SEC
STRZStarz Entertainment CorpFeb 13, 202413D/AOld format–––SEC
STRZStarz Entertainment CorpJan 18, 202413D/AOld format–––SEC
STRZStarz Entertainment CorpSep 5, 202313DOld format–New–SEC