5 tracked superinvestors hold WARNER BROS DISCOVERY INC (WBD), worth $3.4B combined, led by Izzy Englander. Smart money is accumulating WBD as of the latest 13F filings.
Current price
$28.25
+140.0%
1Y
Warner Bros. Discovery, Inc. operates as a prominent global media and entertainment conglomerate. Its operations are structured across three key divisions: Studios, Network, and Direct-to-Consumer (DTC). The Studios segment is responsible for the creation and theatrical release of feature films. It also develops and licenses television programming, serving both its internal network infrastructure…
Market cap
$67.6B
P/E
93
Div yield
0.0%
Revenue YoY
-5.1%
Analyst target
$31
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
5
tracked 13F / N-PORT funds
Combined value
$3.4B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+5
5 buying · 0 selling
Smart money is net accumulating WBD: 5 funds added or opened versus 0 trimming. 2 opened a brand-new position.
WARNER BROS DISCOVERY INC (WBD) is held by 5 tracked funds worth $3.4B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Daniel Loeb, who has committed 11.7% of their portfolio to it, while Izzy Englander holds the largest dollar position.
This quarter 2 funds opened a brand-new position (Daniel Loeb, David Einhorn), with 3 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.6% | $1.7B | |
| Added | 0.5% | $1.1B | |
| New buy | 11.7% | $533M | |
| New buy | 1.6% | $60M | |
| Added | 0.6% | $40M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
7 insiders filed SEC Form 144 for $131M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Girdwood Amy | Officer | 262,285 | $7M | 2026-09-09 |
| Lowe Kenneth W | Director | 200,000 | $6M | 2026-09-08 |
| Levy Anton J | Director | 340,000 | $10M | 2026-09-03 |
| Lowe Kenneth W | Director | 200,000 | $6M | 2026-09-03 |
| Zaslav David | Officer & Director | 773,173 | $22M | 2026-08-13 |
| Merchant Fazal F | Director | 71,539 | $2M | 2026-08-13 |
| Fisher Richard W | Director | 20,000 | $549K | 2026-08-12 |
| Lowe Kenneth W | Director | 120,000 | $3M | 2026-08-11 |
Which superinvestors own WBD?
5 tracked funds hold WARNER BROS DISCOVERY INC (WBD), the largest being Izzy Englander (Millennium Management) at 0.6% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling WBD?
In the most recent 13F quarter, 5 tracked funds added or opened WBD and 0 trimmed it, including 2 brand-new positions.
How much WBD do tracked funds hold?
Combined disclosed long exposure to WBD across tracked superinvestors is $3.4B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.