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Mason Hawkins’s Shenandoah Telecom SHEN Stock Holding History

Mason Hawkins’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.5M Sell
2,616,797
-323,499
-11% -$5.09M 2.06% 17
2026
Q1 		$45.3M Hold
2,940,296
– – 2.23% 15
2025
Q4 		$34M Buy
2,940,296
+492,056
+20% +$5.82M 1.51% 23
2025
Q3 		$32.9M Buy
2,448,240
+160,172
+7% +$2.2M 1.68% 24
2025
Q2 		$31.3M Buy
2,288,068
+1,378,250
+151% +$17.5M 1.58% 28
2025
Q1 		$11.4M Buy
+909,818
New +$10.7M 0.61% 33

Other funds holding SHEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mason Hawkins's SHEN Position: Q2 2026 in Review

Mason Hawkins reduced its Shenandoah Telecom (SHEN) stake by 11% in Q2 2026, selling an estimated $5.09M and leaving 2,616,797 shares worth $39.5M. The position accounts for 2.06% of the portfolio, ranked #17.

Mason Hawkins first reported a position in SHEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.3M in Q1 2026. 183 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Mason Hawkins held 2,616,797 shares of Shenandoah Telecom worth $39.5M as of Q2 2026.
  • Mason Hawkins sold 323,499 Shenandoah Telecom shares in Q2 2026, an estimated $5.09M.
  • Shenandoah Telecom made up 2.06% of Mason Hawkins's portfolio in Q2 2026, its #17 holding.
  • Mason Hawkins first reported a position in Shenandoah Telecom in Q1 2025 and has held it in 6 quarters since.
  • Mason Hawkins's Shenandoah Telecom position peaked at $45.3M in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

Based on Southeastern Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.