Liberty 77 Capital L.P. — 13F Holdings & Portfolio
CIK 1905374 · latest 13F-HR filed 2026-08-14
Liberty 77 Capital L.P. manages $1.75B in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FLG (63.93%), LION (32.80%), SATL (3.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 2 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 31, 2026.
WASHINGTON, DC 20006
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BURWELL, JESSE, MAURICE Control | CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER since May 2021 | Less than 5% | Individual |
| Clark, Joseph, Roger Control | GENERAL COUNSEL since Nov 2025 | Less than 5% | Individual |
| LIBERTY 77 CAPITAL PARTNERS L.P. Control | GENERAL PARTNER since Feb 2021 | Less than 5% | Domestic Entity |
| MNUCHIN, STEVEN, TERNER Control | MANAGING PARTNER since Feb 2021 | Less than 5% | Individual |
| STM PARTNERS LLC Control | LIMITED PARTNER since Feb 2021 | 75% or more | Domestic Entity |
| STEVEN T. MNUCHIN FAMILY LLC | LIMITED PARTNER since Aug 2022 | 5–10% | Domestic Entity |
| STEVEN T. MNUCHIN REVOCABLE TRUST | LIMITED PARTNER since Aug 2022 | 10–25% | Domestic Entity |
| DOWLING, CHARLES, TAPPAN Control Indirect owner via STEVEN T. MNUCHIN DYNASTY TRUST I | TRUSTEE since Sep 2013 | General partner, trustee or manager | Individual |
| LIBERTY CAPITAL L.L.C. Control Indirect owner via LIBERTY 77 CAPITAL PARTNERS L.P. | GENERAL PARTNER since Feb 2021 | General partner, trustee or manager | Domestic Entity |
| MNUCHIN, ALAN, GEOFFREY Control Indirect owner via STEVEN MNUCHIN 2007 FAMILY TRUST | TRUSTEE since Aug 2013 | General partner, trustee or manager | Individual |
| MNUCHIN, STEVEN, TERNER Control Indirect owner via STEVEN T. MNUCHIN REVOCABLE TRUST | TRUSTEE since Mar 2021 | General partner, trustee or manager | Individual |
| MNUCHIN, STEVEN, TERNER Control Indirect owner via STEVEN T. MNUCHIN FAMILY LLC | MANAGING MEMBER since Jul 2021 | General partner, trustee or manager | Individual |
| STEVEN MNUCHIN 2007 FAMILY TRUST Control Indirect owner via STM PARTNERS LLC | MEMBER since Dec 2007 | 25–50% | Domestic Entity |
| STEVEN T. MNUCHIN DYNASTY TRUST I Control Indirect owner via STM PARTNERS LLC | MEMBER since Aug 2003 | 25–50% | Domestic Entity |
| STEVEN T. MNUCHIN REVOCABLE TRUST Control Indirect owner via STM PARTNERS LLC | MANAGING MEMBER since Apr 2016 | 50–75% | Domestic Entity |
| STM PARTNERS LLC Control Indirect owner via LIBERTY 77 CAPITAL PARTNERS L.P. | LIMITED PARTNER since Feb 2021 | 75% or more | Domestic Entity |
| STM PARTNERS LLC Control Indirect owner via LIBERTY CAPITAL L.L.C. | MANAGER & MEMBER since Jan 2021 | 75% or more | Domestic Entity |
Ownership & leadership changes · 4 filings with changes since May 28, 2021
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedCALLANAN, BRIAN, RICHARD · GENERAL COUNSEL / SENIOR MANAGING DIRECTOR · Less than 5% · control person · listed since Mar 2021
- AddedClark, Joseph, Roger · GENERAL COUNSEL · Less than 5% · control person
- No longer listedDOWLING, CHARLES, TAPPAN · TRUSTEE · General partner, trustee or manager · indirect via STEVEN T. MNUCHIN DYNASTY TRUST · control person · listed since Sep 2013
- No longer listedSTEVEN T. MNUCHIN DYNASTY TRUST · MEMBER · 25–50% · indirect via STM PARTNERS LLC · control person · listed since Aug 2003
- AddedDOWLING, CHARLES, TAPPAN · TRUSTEE · General partner, trustee or manager · indirect via STEVEN T. MNUCHIN DYNASTY TRUST I · control person
- AddedSTEVEN T. MNUCHIN DYNASTY TRUST I · MEMBER · 25–50% · indirect via STM PARTNERS LLC · control person
- AddedMNUCHIN, STEVEN, TERNER · MANAGING MEMBER · General partner, trustee or manager · indirect via STEVEN T. MNUCHIN FAMILY LLC · control person
- AddedSTEVEN T. MNUCHIN FAMILY LLC · LIMITED PARTNER · 5–10%
- AddedSTEVEN T. MNUCHIN REVOCABLE TRUST · LIMITED PARTNER · 10–25%
- No longer listedCALLANAN, BRIAN, RICHARD · GENERAL COUNSEL / SENIOR MANAGING DIRECTOR · Less than 5% · control person · listed since Mar 2021
- AddedCALLANAN, BRIAN, RICHARD · GENERAL COUNSEL / SENIOR MANAGING DIRECTOR · Less than 5% · control person
- ListedBURWELL, JESSE, MAURICE · CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedCALLANAN, BRIAN, RICHARD · GENERAL COUNSEL / SENIOR MANAGING DIRECTOR · Less than 5% · control person
- ListedDOWLING, CHARLES, TAPPAN · TRUSTEE · General partner, trustee or manager · indirect via STEVEN T. MNUCHIN DYNASTY TRUST · control person
- ListedLIBERTY 77 CAPITAL PARTNERS L.P. · GENERAL PARTNER · Less than 5% · control person
- ListedLIBERTY CAPITAL L.L.C. · GENERAL PARTNER · General partner, trustee or manager · indirect via LIBERTY 77 CAPITAL PARTNERS L.P. · control person
- ListedMNUCHIN, ALAN, GEOFFREY · TRUSTEE · General partner, trustee or manager · indirect via STEVEN MNUCHIN 2007 FAMILY TRUST · control person
- ListedMNUCHIN, STEVEN, TERNER · MANAGING PARTNER · Less than 5% · control person
- ListedMNUCHIN, STEVEN, TERNER · TRUSTEE · General partner, trustee or manager · indirect via STEVEN T. MNUCHIN REVOCABLE TRUST · control person
- ListedSTEVEN MNUCHIN 2007 FAMILY TRUST · MEMBER · 25–50% · indirect via STM PARTNERS LLC · control person
- ListedSTEVEN T. MNUCHIN DYNASTY TRUST · MEMBER · 25–50% · indirect via STM PARTNERS LLC · control person
- ListedSTEVEN T. MNUCHIN REVOCABLE TRUST · MANAGING MEMBER · 50–75% · indirect via STM PARTNERS LLC · control person
- ListedSTM PARTNERS LLC · LIMITED PARTNER · 75% or more · control person
- ListedSTM PARTNERS LLC · LIMITED PARTNER · 75% or more · indirect via LIBERTY 77 CAPITAL PARTNERS L.P. · control person
- ListedSTM PARTNERS LLC · MANAGER & MEMBER · 75% or more · indirect via LIBERTY CAPITAL L.L.C. · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- LIONSGATE STUDIOS CORP$214.8M +59.6%
- FLAGSTAR BANK NATIONAL ASSOC$132.7M +13.4%
Liberty 77 Capital L.P. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.75B | 3 | 0001172661-26-003497 |
| 2026-03-31 | 2026-05-14 | $1.46B | 3 | 0001172661-26-001818 |
| 2025-12-31 | 2026-02-13 | $1.35B | 4 | 0001172661-26-000724 |
| 2025-09-30 | 2025-11-12 | $1.22B | 4 | 0001172661-25-004692 |
WASHINGTON, DC 20006