Quaker Capital Investments, LLC Long-Term Concentrated

Name: Quaker Capital Investments, LLC Q1 2026 13F Filing | 13F Explorer
Creator: Quaker Capital Investments, LLC
Published: 2026-05-15

Location: MOUNT LEBANON, PA

CIK: 0001633648 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $409M (100.0% shares, 0.0% debt)

Holdings (21)

New Positions (3)

INTU INTUIT 9.6%

Value $39.41M Shares 91,154 Est. Cost — Unrealized —

— Alphabet CL C 1.2%

Value $4.91M Shares 17,110 Est. Cost — Unrealized —

— 1/100 Berkshire Hath A 0.2%

Value $719K Shares 100 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INTU	INTUIT	91,154	$39.41M	9.6%	—	—	INTU	461202103
—	Alphabet CL C	17,110	$4.91M	1.2%	—	—	GOOG	38259P706
—	1/100 Berkshire Hath A	100	$719K	0.2%	—	—	BRKA	084990175

Increased Positions (5)

CHTR CHARTER COMMUNICATIONS INC 11.4%

Value $46.43M (+90.7%) Shares 215,077 (+84.4%) Est. Cost — Unrealized —

FISV FISERV INC 5.8%

Value $23.55M (+231.4%) Shares 422,028 (+298.9%) Est. Cost — Unrealized —

COUR COURSERA INC 4.7%

Value $19.23M (+240.0%) Shares 3,304,099 (+330.0%) Est. Cost — Unrealized —

IGSB ISHARES TR 0.6%

Value $2.561M (+79.3%) Shares 48,700 (+80.4%) Est. Cost — Unrealized —

KHC KRAFT HEINZ CO 0.3%

Value $1.248M (+311.8%) Shares 55,500 (+344.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHTR	CHARTER COMMUNICATIONS INC	215,077 (+84.4%)	$46.43M (+90.7%)	11.4%	—	—	CHTR	16119P108
FISV	FISERV INC	422,028 (+298.9%)	$23.55M (+231.4%)	5.8%	—	—	FISV	337738108
COUR	COURSERA INC	3,304,099 (+330.0%)	$19.23M (+240.0%)	4.7%	—	—	COUR	22266M104
IGSB	ISHARES TR	48,700 (+80.4%)	$2.561M (+79.3%)	0.6%	—	—	IGSB	464288646
KHC	KRAFT HEINZ CO	55,500 (+344.0%)	$1.248M (+311.8%)	0.3%	—	—	KHC	500754106

Exited Positions (4)

GOOG ALPHABET INC 8.3%

Value $33.9M Shares 108,030 Est. Cost — Unrealized —

GLIBK GCI LIBERTY INC 0.8%

Value $3.212M Shares 86,328 Est. Cost — Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%

Value $755K Shares 1 Est. Cost — Unrealized —

WCC WESCO INTL INC 0.1%

Value $612K Shares 2,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	108,030	$33.9M	8.3%	—	—	—	02079K107
GLIBK	GCI LIBERTY INC	86,328	$3.212M	0.8%	—	—	—	36164V800
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$755K	0.2%	—	—	—	084670108
WCC	WESCO INTL INC	2,500	$612K	0.1%	—	—	—	95082P105

Decreased Positions (11)

SATS ECHOSTAR CORP 0.5%

Value $1.971M (-96.5%) Shares 16,833 (-96.7%) Est. Cost — Unrealized —

EQT EQT CORP 16.9%

Value $69.01M (+12.5%) Shares 1,084,368 (-5.3%) Est. Cost — Unrealized —

LILAK LIBERTY LATIN AMERICA LTD 11.7%

Value $47.75M (+14.7%) Shares 5,414,194 (-3.0%) Est. Cost — Unrealized —

KOP KOPPERS HOLDINGS INC 4.3%

Value $17.71M (+37.7%) Shares 457,852 (-3.6%) Est. Cost — Unrealized —

UBER UBER TECHNOLOGIES INC 6.3%

Value $25.94M (-15.3%) Shares 360,671 (-3.7%) Est. Cost — Unrealized —

BIDU BAIDU INC 2.9%

Value $11.82M (-18.6%) Shares 106,100 (-4.5%) Est. Cost — Unrealized —

IHS IHS HOLDING LIMITED 9.1%

Value $37.17M (+6.4%) Shares 4,517,006 (-3.6%) Est. Cost — Unrealized —

ARIS ARIS MINING CORPORATION 4.5%

Value $18.56M (+2.0%) Shares 1,001,068 (-10.7%) Est. Cost — Unrealized —

VSTS VESTIS CORPORATION 1.2%

Value $4.774M (-6.9%) Shares 607,335 (-21.0%) Est. Cost — Unrealized —

LILA LIBERTY LATIN AMERICA LTD 1.1%

Value $4.344M (+8.5%) Shares 502,727 (-7.2%) Est. Cost — Unrealized —

CZR CAESARS ENTERTAINMENT INC NE 6.6%

Value $26.9M (+0.8%) Shares 1,017,685 (-10.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SATS	ECHOSTAR CORP	16,833 (-96.7%)	$1.971M (-96.5%)	0.5%	—	—	SATS	278768106
EQT	EQT CORP	1,084,368 (-5.3%)	$69.01M (+12.5%)	16.9%	—	—	EQT	26884L109
LILAK	LIBERTY LATIN AMERICA LTD	5,414,194 (-3.0%)	$47.75M (+14.7%)	11.7%	—	—	LILAK	G9001E128
KOP	KOPPERS HOLDINGS INC	457,852 (-3.6%)	$17.71M (+37.7%)	4.3%	—	—	KOP	50060P106
UBER	UBER TECHNOLOGIES INC	360,671 (-3.7%)	$25.94M (-15.3%)	6.3%	—	—	UBER	90353T100
BIDU	BAIDU INC	106,100 (-4.5%)	$11.82M (-18.6%)	2.9%	—	—	BIDU	056752108
IHS	IHS HOLDING LIMITED	4,517,006 (-3.6%)	$37.17M (+6.4%)	9.1%	—	—	IHS	G4701H109
ARIS	ARIS MINING CORPORATION	1,001,068 (-10.7%)	$18.56M (+2.0%)	4.5%	—	—	ARMN	04040Y109
VSTS	VESTIS CORPORATION	607,335 (-21.0%)	$4.774M (-6.9%)	1.2%	—	—	VSTS	29430C102
LILA	LIBERTY LATIN AMERICA LTD	502,727 (-7.2%)	$4.344M (+8.5%)	1.1%	—	—	LILA	G9001E102
CZR	CAESARS ENTERTAINMENT INC NE	1,017,685 (-10.8%)	$26.9M (+0.8%)	6.6%	—	—	CZR	12769G100

Unchanged Positions (2)

LBRDK LIBERTY BROADBAND CORP 1.0%

Value $4.134M Shares 82,195 Est. Cost — Unrealized —

SIRI SIRIUSXM HOLDINGS INC 0.2%

Value $714K Shares 30,937 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LBRDK	LIBERTY BROADBAND CORP	82,195	$4.134M	1.0%	—	—	LBRDK	530307305
SIRI	SIRIUSXM HOLDINGS INC	30,937	$714K	0.2%	—	—	SIRI	829933100