Liberty 77 Capital LP

Liberty 77 Capital LP sold 10,000,000 shares of SATL at $9.77, reducing stake by 50% to 10,000,000 shares; stock up 60.2% in 30d, +228.3% in 90d vs unprofitable fundamentals.

Liberty 77 Capital LP divested exactly half its Satellogic position (10,000,000 shares) at $9.77 on 2026-05-26, generating $97.7M, while the stock has rocketed 60.2% over the prior 30 days and +228.3% over 90 days despite the company's underlying unprofitability (net income of $-118,302,000.00 in the latest full fiscal year) and $6,107,000.00 quarterly revenue. The director's cross-ticker track record shows only 1 prior sell with a 0.00% well-timed rate (meaning that sell occurred before a subsequent stock rise), whereas 62.50% of his 19 prior buys were profitable within 90 days; this sell occurs into a backdrop of extreme recent momentum that stands materially divorced from negative earnings and modest absolute revenue. The 50% position reduction at current valuations relative to the company's cash-burn trajectory and depressed profitability profile merits investor scrutiny of whether this reflects market-timing or fundamental reassessment.

10% Owner Liberty 77 Capital sells entire 1,803,786 share stake (100%) for $25.0M at $13.86, while company trails 52-week high by 27.0%

Liberty 77 Capital's complete liquidation of its 1,803,786 shares represents the elimination of a major shareholder position in an economically distressed company. The sale at $13.86 occurred while the stock trades 27.0% below its 52-week high, and STARZ faces significant operational headwinds: annual revenue contracted 65.9%, the company posted a net loss of $52,600,000 in the latest quarter, and its market cap of $256,752,926.10 now sits only modestly above the $25.0M value of this single exit. This complete stake liquidation by a 10% holder, rather than a partial position trim, suggests fundamental reassessment of conviction rather than a routine rebalancing adjustment. The insider's cross-ticker track record shows a 62.50% 90-day win rate with an average 90-day return of +10.4%, yet this sale occurs in a company facing structural revenue decline and persistent unprofitability, raising questions about near-term capital preservation priorities within the broader portfolio context.

10% Owner Liberty 77 Capital buys 572,089 shares ($3.2M) at $5.62 avg; stock down 37.7% from 52-week high.

Liberty 77 Capital L.P., a 10% owner, executed 2 separate purchases totaling 572,089 shares for $3,217,804.50 at a blended average price of $5.62 on July 7 and July 9, 2025. The timing is notable: the stock has declined 37.7% from its 52-week high of $9.00 and has fallen 13.7% over the past 30 and 90 days, placing these purchases near recent lows. However, the insider's cross-ticker track record shows 20 prior buys averaging a 30-day return of -11.0%, and at this specific ticker (LION), the 5 prior measurable trades at the 30-day mark have produced negative returns (-11.5% and -9.7%), with none demonstrating well-timed outcomes at the 90-day mark. The company posted positive annual revenue growth of 7.0% but remains unprofitable, adding fundamental uncertainty. The accumulation represents only a 1.5% increase in the insider's existing 36.98M-share position, suggesting a moderate rather than aggressive expansion of stake.

Liberty 77 Capital acquired 79,766 shares of Lionsgate Studios at $5.74 on 2025-06-26, bringing holdings to 36.98M shares.

Liberty 77 Capital, a 10% owner, purchased 79,766 shares for $457,505.87, extending a pattern of accumulation at Lionsgate—this represents the third acquisition in the prior week (buys on 2025-06-20, 2025-06-17, and 2025-06-26). The stock is down 19.6% over the prior 30 days and 21.0% over 90 days, trading 35.4% below its 52-week high of $9.00. Five recent purchases at this ticker—spanning 2025-05-28 through 2025-06-26—have posted negative 30-day returns ranging from -9.7% to -11.8%, with no 90-day outcomes yet measurable. The company reported positive annual revenue growth of 7.0% but remains unprofitable on a full-year net income basis. Prior open-market buys across Liberty 77 Capital's cross-ticker history averaged a 30-day return of -11.0%, a pattern consistent with the near-term performance of these recent Lionsgate purchases.

10% owner Liberty 77 Capital buys 907.6K shares at $5.81 avg across two transactions; stock down -36.0% from 52-week high.

Liberty 77 Capital L.P., a 10% stakeholder, executed 2 separate purchases totaling 907,634 shares for $5,272,289.86 (blended average price $5.81) on 2025-06-17 and 2025-06-20, increasing its holdings from 35.99M to 36.90M shares. The timing aligns with material price pressure: the stock is down 36.0% from its 52-week high and down 27.8% over the past 90 days, trading at $5.76 versus the transaction average of $5.81. While the company grew revenue 7.0% year-over-year, it remains unprofitable, and Liberty 77's prior three trades at Lionsgate (all within the past 3 weeks) do not yet have measurable 90-day returns. The large-holder status and open-market purchase activity occur against a backdrop of significant stock decline and negative net income, warranting examination of whether this reflects a conviction-driven accumulation at depressed levels or other strategic considerations.

Liberty 77 Capital L.P. buys 7.42M shares ($48.8M) in 3 purchases; stakes grow to 35.99M shares (26.0% increase).

Liberty 77 Capital L.P., a 10% owner of Lionsgate Studios, executed 3 separate purchases totaling 7,419,768 shares for $48,849,224.94 at a blended average price of $6.58 on May 28–29, 2025. This brought the entity's post-transaction holdings to 35,988,636 shares, a +26.0% increase from the pre-transaction position of 28,568,868 shares. The timing coincides with LION trading at $7.23 (current price), down -15.1% over the 90-day period and -19.7% from its 52-week high of $9.00, and the company reported -7.0% annual revenue growth but remains unprofitable on a full-year basis. The magnitude of the purchase (7.42M shares) and the 26% position increase signal material capital commitment by an already-substantial shareholder.

Liberty 77 Capital bought 204,751 shares of Lions Gate at $6.86 on 2025-04-16, raising holdings to 10.96M shares (+1.9%)

Liberty 77 Capital, a 10% owner, purchased 204,751 shares for $1,405,042.31 on 2025-04-16, continuing a pattern of rapid accumulation visible in its five trades at Lions Gate within the prior week (2025-04-08 through 2025-04-16). The company's fundamentals show revenue of $970,500,000.00 with net income of $-21,900,000.00 over the most recent fiscal year—an unprofitable position despite 4.2% annual revenue growth. The volume and timing of these consecutive purchases warrant examination to determine whether they reflect opportunistic accumulation at depressed levels or signal conviction in a turnaround, though the company's negative earnings and the timing pattern of the insider's prior cross-ticker buys (0 of 0 well-timed at the 90-day mark) offer limited historical precedent for favorable outcomes from this investor's discretionary purchasing.

Liberty 77 Capital (10% owner) buys 1,018,107 shares at $6.86 blended average across 3 transactions, increasing stake to 10.76M shares

Liberty 77 Capital, a 10% owner of Lions Gate Entertainment, executed 3 separate purchases totaling 1,018,107 shares for $6,985,354.11 over April 7–14, 2025, at a blended average price of $6.86, raising its post-transaction holdings to 10,757,824 shares. This represents a +10.5% increase relative to pre-transaction holdings of 9,739,717 shares. The timing of these purchases is notable: Liberty 77 Capital completed 4 additional open-market buys at LGF in the preceding days (April 7, 8, 9, and January 16–17, 2025), suggesting sustained accumulation activity at this price level. However, Lions Gate's fundamentals remain challenged: the company reported negative net income of $-21,900,000.00 in its latest quarter despite modest revenue growth of +4.2% year-over-year, and the company was unprofitable over its most recent full fiscal year. The pattern of concentrated buying activity by a major shareholder while the company remains operationally unprofitable warrants investor attention to the underlying rationale and near-term operational trajectory.

Liberty 77 Capital (10% owner) acquired 2,643,598 shares for $17,831,883.18 across 3 purchases April 7–9, 2025

Liberty 77 Capital executed 3 separate purchases totaling 2,643,598 shares (2.64M shares) at an average price of $6.75, increasing its stake from 7,096,119 to 9,739,717 shares—a +37.3% increase in position size over the filing period. The company is currently unprofitable (net income of $-21,900,000.00 for its most recent full fiscal year) with modest revenue growth of +4.2% year-over-year. The filer's prior 5 trades at Lions Gate all remain early-stage (none have reached measurable 30-day or 90-day return windows yet), preventing assessment of whether this accumulation pattern reflects sustained conviction or other factors. The concentration of purchasing across three consecutive trading days at prices clustered around $6.76 signals active deployment of capital, but the lack of historical timing clarity at this ticker and the company's unprofitable state warrant attention to subsequent developments.

Liberty 77 Capital acquires 96,980 shares of LGF at $6.70 across two transactions for $649,463.97

Liberty 77 Capital, a 10% owner of Lions Gate, executed 2 separate purchases totaling 96,980 shares (97.0K shares) for $649,463.97 ($649.5K) at a blended average price of $6.70 on 2025-01-16 and 2025-01-17, raising its holdings from 6,999,139 shares (7.00M shares) to 7,096,119 shares (7.10M shares). The company remains unprofitable with a net income of $-163,300,000.00 ($-163.3M) in its most recent full fiscal year, despite modest 4.2% annual revenue growth. Prior trades at LGF (5 buys in November 2024) have not yet reached measurable 90-day outcomes, so timing efficacy at this ticker is not yet evaluable. The insider's cross-ticker track record shows 20 prior buys, but the timing pattern across all holdings shows 0 of 0 prior buys were well-timed at the 90-day mark, indicating a history of accumulation that has not consistently captured subsequent upside. This transaction represents a continued accumulation (+1.4% vs pre-transaction holdings) in an unprofitable entertainment company.