LRI Investments, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in WBD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$242,472
+$146,088 QoQ
Shares Held
9,095
+159.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#812
of 1,304 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026LRI Investments, LLC holds $1,205,903 across 17 Entertainment names. WBD ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
3,827 | $368,348 | |
| 2 | NFLX |
Netflix Inc
|
4,252 | $303,592 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
This page
|
9,095 | $242,472 | |
| 4 | ROKU |
Roku, Inc
|
1,315 | $181,654 | |
| 5 | TKO |
TKO Group Holdings, Inc.
|
201 | $40,462 | |
| 6 | SIRI |
Sirius Xm Holdings Inc.
|
1,008 | $29,776 | |
| 7 | PSKY |
Paramount Skydance Corp
|
815 | $8,035 | |
| 8 | VSNT |
Versant Media Group, Inc.
|
200 | $7,201 |
All Filings in WBD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,472 | 9,095 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $96,384 | 3,510 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $137,471 | 4,770 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $170,203 | 8,715 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $108,342 | 9,454 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $57,705 | 5,378 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $95,965 | 9,079 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,045 | 5,460 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $65,628 | 8,821 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $39,372 | 4,510 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||