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Satellite Communications

Satellite communications carry connectivity to places terrestrial networks do not reach, from aircraft and ships to remote ground users. Large low-orbit constellations have reset both the economics and the competition.

16 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	GA Glenhill Advisors New York	$67.9M	+$26M	1	5.26%	Increased
27	KCM Kensico Capital Management Greenwich, Connecticut	$65.1M	-$13.1M	1	1.08%	Reduced
28	Norges Bank Oslo, Norway	$59.1M	-$6.91M	3	0.02%	Reduced
29	Franklin Resources San Mateo, California	$55.4M	+$124K	2	0.03%	Increased
30	D.E. Shaw & Co New York	$52.8M	+$210K	6	0.09%	Increased
31	GAMCO Investors Greenwich, Connecticut	$51.3M	+$6.63M	3	0.32%	Increased
32	Horizon Kinetics New York	$49.6M	-$2.45M	2	1.57%	Reduced
33	Van Berkom & Associates Montreal, Quebec, Canada	$48.4M	-$298K	1	1.81%	Reduced
34	Invesco Atlanta, Georgia	$48.4M	+$302K	7	0.02%	Increased
35	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$48.2M	-$14.2M	1	3.41%	Reduced
36	Charles Schwab San Francisco, California	$47.9M	+$5.91M	7	0.05%	Increased
37	CSC Cove Street Capital El Segundo, California	$46.1M	+$3.56M	1	4.87%	Increased
38	HCM Hodges Capital Management Dallas, Texas	$45.2M	+$13.2M	1	2.26%	Increased
39	SCM Steadfast Capital Management New York	$43.2M	+$567K	1	0.83%	Increased
40	SP Steelhead Partners Seattle, Washington	$42.4M	+$357K	1	3.77%	Increased
41	WAM Warlander Asset Management New York	$42.2M	+$4.36M	1	25.77%	Increased
42	HCS Harvest Capital Strategies San Francisco, California	$41.6M	+$1.64M	1	4.06%	Increased
43	EdgePoint Investment Group Toronto, Ontario, Canada	$40.3M	+$38.1M	1	0.68%	New
44	Goldman Sachs New York	$39.2M	+$9.61M	6	0.01%	Increased
45	State of New Jersey Common Pension Fund D Trenton, New Jersey	$38.4M	-$1.62M	1	0.16%	Reduced
46	MC MIG Capital Newport Beach, California	$38.1M	+$10.9M	2	5.78%	Increased
47	Disciplined Growth Investors Minneapolis, Minnesota	$35M	-$290K	1	0.78%	Reduced
48	HAM HHR Asset Management Berkeley Heights, New Jersey	$34.8M	+$10.5M	1	1.91%	Increased
49	Beck Mack & Oliver New York	$33.7M	+$53.9K	1	1.18%	Increased
50	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$33.5M	+$752K	1	26.8%	Increased