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MEDIATEL PARTNERS

Q2 2025 · Filed 2025-08-07
Market Value
$237M
-2.6%
Holdings
3
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
T 11.40% 10.85% +0.55% $27M
WBD 1.09% 1.00% +0.10% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CMCSA 87.51% 88.15% -0.64% $208M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $237M 100.0%

Portfolio Analytics

Avg Market Cap
$111.1B
Median Market Cap
$90.0B
Avg P/E
6.6
Median P/E
6.6
Avg Dividend Yield
0.03%
Avg Beta
0.89
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CMCSA 87.51% 5,823,000 $208M $35.69 -$7M
2 T 11.40% 935,304 $27M $28.94 $617K
3 WBD 1.09% 226,265 $3M $11.46 $165K
View SEC EDGAR Filings for MEDIATEL PARTNERS →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms