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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	MCM Mudrick Capital Management New York	$64M	+$11.7M	1	37.04%	Increased
27	Disciplined Growth Investors Minneapolis, Minnesota	$63.4M	-$1.29M	1	1.31%	Reduced
28	Fiduciary Management Inc Milwaukee, Wisconsin	$62.9M	-$3.01M	1	0.45%	Reduced
29	Capital International Investors Los Angeles, California	$62M	$0	2	0.03%	Maintained
30	Thornburg Investment Management Santa Fe, New Mexico	$60.2M	-$9.66M	1	0.59%	Reduced
31	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$56.7M	+$580K	1	37.92%	Increased
32	MP Mangrove Partners Greenwich, Connecticut	$56.4M	$0	1	7.51%	Maintained
33	Brown Advisory Baltimore, Maryland	$55.1M	-$5.36M	2	0.19%	Reduced
34	D.E. Shaw & Co New York	$54.3M	+$5.71M	5	0.07%	Increased
35	CU CDAM (UK) London, United Kingdom	$51.4M	+$4.52M	1	11.26%	Increased
36	CSC Cove Street Capital El Segundo, California	$46.4M	-$2.93M	1	6%	Reduced
37	HCM Huber Capital Management El Segundo, California	$44M	-$4.01M	1	4.01%	Reduced
38	Thompson Siegel & Walmsley Richmond, Virginia	$41.9M	+$12M	2	0.66%	Increased
39	Goldman Sachs New York	$41.5M	+$2.54M	6	0.01%	Increased
40	PWAM Park West Asset Management San Francisco, California	$38.6M	+$42.7M	1	1.91%	New
41	First Trust Advisors Wheaton, Illinois	$37.4M	-$3.2M	2	0.09%	Reduced
42	Morgan Stanley New York	$35.9M	-$3.64M	8	0.01%	Reduced
43	MC MIG Capital Newport Beach, California	$35.4M	+$348K	2	5.02%	Increased
44	Pinnacle Associates New York	$35.3M	-$1.9M	2	0.91%	Reduced
45	GAMCO Investors Greenwich, Connecticut	$35.3M	-$368K	3	0.3%	Reduced
46	Gabelli Funds Rye, New York	$34.6M	+$701K	3	0.24%	Increased
47	BM Bridger Management New York	$33.7M	$0	1	2.81%	Maintained
48	Royce & Associates New York	$33.4M	-$8.28M	2	0.3%	Reduced
49	ECP Elk Creek Partners Denver, Colorado	$30.1M	+$167K	2	2.5%	Increased
50	Ameriprise Minneapolis, Minnesota	$28.7M	-$5.94M	3	0.01%	Reduced