MEDIATEL PARTNERS
CIK 1133939 · View on SEC EDGAR ↗
- Portfolio value
- $33.3M
- Positions
- 2
- As of
- March 31, 2026 Data as of Q1 2026
#8,170 of 8,643 by 13F value · top 94.5%
Portfolio value QoQ: +12.0% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 2
- Effective number of positions
- 1.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 0
- Closed
- 1
On this page
Sector breakdown
Telecommunication
76.2%
Communication Services
23.8%
Full portfolio 2 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| T AT&T Inc. | $19,360,792 | 76.24% | 935,304 | $-7,753,671 | |||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $6,032,224 | 23.76% | 226,265 | $-181,013 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CMCSA | Sept. 30, 2025 | 5,823,000 | $207,822,870 | -17.6% |