DOSSIER · 13F-HR · Q2 2026

Global Media & Entertainment Investments Ltd

$75M in tracked AUM across 1 positions as of Q2 2026.

GM
CIK 0001843670 · last filed Jun 30, 2026
Total AUM
$75M
as of Q2 2026
Holdings
1
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Based on the SEC 13F filing data provided for Global Media & Entertainment Investments Ltd as of September 30, 2025, here is a comprehensive analysis.

1. Portfolio Overview

Global Media & Entertainment Investments Ltd manages a highly concentrated portfolio with a total market value of $52.06 million. The firm exhibits an extreme "high-conviction" strategy, holding a solitary security in its portfolio. The lack of diversification—evidenced by a holding count of just one—indicates that the f...

The portfolio experienced significant growth during the quarter, increasing in value by 63.1% (rising from $31.93 million to $52.06 million). This substantial appreciation is notable because the data indicates that the position remained "unchanged" in terms of share count (18.14 million shares), implying that the entire $20.13 million increase in portfolio value was driven solely by the price appreciation of the underlying asset, rather than capital inflows or additional buying.

2. Key Holdings

The sole holding in the portfolio is iHeartMedia Inc, which comprises 100% of the total assets at a value of $52.06 million. The firm holds 18.14 million shares of the company.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
41574J509
IHEARTMEDIA INC
$78M18.1M100.0%

Filing history

2026Q2Jun 30
$78M▲ 46.9%
1 positionsView →
2026Q1Mar 31
$53M▼ 29.8%
1 positionsView →
2025Q4Dec 31
$75M▲ 44.9%
1 positionsView →
2025Q3Sep 30
$52M▲ 63.1%
1 positionsLocked
2025Q2Jun 30
$32M▲ 6.7%
1 positionsLocked
2025Q1Mar 31
$30M▼ 16.7%
1 positionsLocked
2024Q4Dec 31
$36M▲ 7.0%
1 positionsLocked
2024Q3Sep 30
$34M▲ 69.7%
1 positionsLocked
2024Q2Jun 30
$20M▼ 47.8%
1 positionsLocked
2024Q1Mar 31
$38M▼ 21.7%
1 positionsLocked
2023Q4Dec 31
$48M▼ 15.5%
1 positionsLocked
2023Q3Sep 30
$57M▼ 13.2%
1 positionsLocked
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