Liberty Broadband (LBRDA, Financial), the Fund's largest holding and top calendar-year contributor, delivered excellent results. The pandemic almost certainly pulled forward Liberty Broadband's future growth, but it also demonstrated the indispensability and value delivered by their investment in Charter Communications's broadband connectivity service, which we believe will allow Charter to continue winning market share.
From Wallace Weitz (Trades, Portfolio)'s Hickory Fund fourth-quarter 2020 shareholder letter.
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