Eric Mandelblatt’s Optimum Communications Inc OPTU Stock Holding History

Eric Mandelblatt’s Portfolio OPTU Stock Details OPTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-27,000,000	Closed	-$922M	–	44
2021 Q2	$922M	Sell	27,000,000 -4,000,000	-13%	-$140M	7.79%	3
2021 Q1	$1.01B	Hold	31,000,000	–	–	8.63%	2
2020 Q4	$1.17B	Buy	31,000,000 +1,000,000	+3%	+$31.3M	8.91%	3
2020 Q3	$780M	Buy	30,000,000 +5,000,000	+20%	+$130M	7.86%	5
2020 Q2	$564M	Sell	25,000,000 -1,000,000	-4%	-$24.5M	7.21%	7
2020 Q1	$580M	Hold	26,000,000	–	–	10.62%	4
2019 Q4	$711M	Buy	26,000,000 +5,000,000	+24%	+$138M	9.32%	4
2019 Q3	$602M	Hold	21,000,000	–	–	8.48%	5
2019 Q2	$511M	Buy	21,000,000 +1,000,000	+5%	+$23.7M	7.68%	6
2019 Q1	$430M	Buy	+20,000,000	New	+$405M	7.78%	5

Other funds holding OPTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return

Eric Mandelblatt's OPTU Position: Q3 2021 in Review

Eric Mandelblatt sold out of Optimum Communications Inc (OPTU) in Q3 2021, closing a stake of 27,000,000 shares — an estimated $922M sold.

Eric Mandelblatt first reported a position in OPTU in Q1 2019 and held it in 10 quarters. The position peaked at $1.17B in Q4 2020. 369 funds tracked by Wall St. Rank hold OPTU as of Q3 2021.

Eric Mandelblatt reported no remaining Optimum Communications Inc position as of Q3 2021 after selling out during the quarter.
Eric Mandelblatt sold 27,000,000 Optimum Communications Inc shares in Q3 2021, an estimated $922M.
Eric Mandelblatt first reported a position in Optimum Communications Inc in Q1 2019 and held it in 10 quarters.
Eric Mandelblatt's Optimum Communications Inc position peaked at $1.17B in Q4 2020.
369 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2021.

Based on Soroban Capital Partners's 13F filing for Q3 2021, filed 15 Nov 2021.