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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
+8.02%
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
$30.8M
AUM Growth
-$207M
Cap. Flow
-$208M
Cap. Flow %
-674.05%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
CMCSA icon
Comcast
CMCSA
+$208M

Sector Composition

Rank Sector Weight
1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
1
AT&T
T
$176B
$26.4M 85.67%
935,304
– –
WBD icon
2
Warner Bros
WBD
$72B
$4.42M 14.33%
226,265
– –
CMCSA icon
3
Comcast
CMCSA
$95.9B
– –
-5,823,000
Closed -$208M

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Mediatel Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mediatel Partners held 3 positions worth $30.8M, down 87% from $237M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Mediatel Partners withdrew a net $208M in Q3 2025, closing 1 position. Its most notable exit was Comcast, an estimated $208M position sold in full.

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

  • Mediatel Partners fully exited Comcast in Q3 2025, selling an estimated $208M.
  • Mediatel Partners's ten largest holdings make up 100% of its $30.8M portfolio in Q3 2025.
  • Mediatel Partners opened 0 new positions and closed 1 in Q3 2025.
  • Mediatel Partners's portfolio value fell 87% quarter-over-quarter to $30.8M.

Based on Mediatel Partners's 13F filing for Q3 2025, filed 5 Nov 2025.