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SHEN position history

The shares of Shenandoah Telecommunication (SHEN) that SOUTHEASTERN ASSET MANAGEMENT INC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 909,818 shares, $11M, 0.61% of portfolio, New
  2. 2025 Q2: 2,288,068 shares, $31M, 1.6% of portfolio, Add +151.5%
  3. 2025 Q3: 2,448,240 shares, $33M, 1.7% of portfolio, Add +7.0%
  4. 2025 Q4: 2,940,296 shares, $34M, 1.5% of portfolio, Add +20.1%
  5. 2026 Q1: 2,940,296 shares, $45M, 2.2% of portfolio
  6. 2026 Q2: 2,616,797 shares, $39M, 2.1% of portfolio, Reduce −11.0%
Holdings date Value % of holdings Shares Filing date All 13F holders