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Mediatel Partners Portfolio holdings

AUM $25.4M
1-Year Est. Return 4.67%
This Fund
S&P 500
This Quarter Est. Return
-2.53%
1 Year Est. Return
-4.67%
3 Year Est. Return
-11.61%
5 Year Est. Return
-34.82%
10 Year Est. Return
+3.22%
AUM
$237M
AUM Growth
-$6.26M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
36 quarters
Top 10 Avg Time Held
36 quarters
Top 20 Avg Time Held
36 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
CMCSA icon
1
Comcast
CMCSA
$73.3B
$208M 87.51%
5,823,000
– –
2013 Q2
48 quarters
T icon
2
AT&T
T
$152B
$27.1M 11.4%
935,304
– –
2013 Q2
48 quarters
WBD
3
DELISTED
Warner Bros
WBD
$2.59M 1.09%
226,265
– –
2022 Q2
12 quarters

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Mediatel Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mediatel Partners held 3 positions worth $237M, down 2.6% from $244M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Mediatel Partners opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

By sector, the portfolio is most concentrated in Communication Services at 100% of assets, unchanged from a quarter earlier.

  • Mediatel Partners's ten largest holdings make up 100% of its $237M portfolio in Q2 2025.
  • Mediatel Partners opened 0 new positions and closed 0 in Q2 2025.
  • Mediatel Partners's portfolio value fell 2.6% quarter-over-quarter to $237M.

Based on Mediatel Partners's 13F filing for Q2 2025, filed 7 Aug 2025.