13F Insight
DOSSIER · 13F-HR · Q2 2026

MEDIATEL PARTNERS

$25M in tracked AUM across 2 positions as of Q2 2026.

MP
CIK 0001133939 · last filed Jun 30, 2026
Total AUM
$25M
as of Q2 2026
Holdings
2
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Mediatel Partners has undergone a drastic transformation in the portfolio structure during the quarter ending September 30, 2025. The firm executed a massive capital reduction strategy, shrinking the total portfolio value by approximately 88.9%, declining from $237.48 million in the previous quarter to $26.41 million. Concurrently, the number of holdings dropped from three to one. This indicates a move away from a diversified multi-holding strategy to an extremely concent...

Key Holdings

The portfolio is currently composed entirely of AT&T Inc. (T), representing 100% of the total value at $26.41 million. The position consists of 935,000 shares. This is a "conviction" holding of the highest magnitude, as the firm has chosen to retain this specific communication services giant while divesting all other assets. Given that this is the sole remaining asset, AT&T is not just the top holding; it is the exclusive vehicle for Mediatel Partners' equity exposure as of this reporting period.

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
T
AT&T INC
$19M935K76.2%02
WBD
WARNER BROS DISCOVERY INC
$6M226K23.8%

Filing history

2026Q2Jun 30
$25M▼ 23.8%
2 positionsView →2026Q1Mar 31
$33M▲ 12.0%
2 positionsView →2025Q4Dec 31
$30M▲ 12.6%
2 positionsView →2025Q3Sep 30
$26M▼ 88.9%
1 positionsView →2025Q2Jun 30
$237M▼ 1.6%
3 positionsLocked2025Q1Mar 31
$241M▼ 0.4%
2 positionsLocked2024Q4Dec 31
$242M▼ 8.8%
3 positionsLocked2024Q3Sep 30
$266M▲ 7.3%
3 positionsLocked2024Q2Jun 30
$248M▼ 8.6%
3 positionsLocked2024Q1Mar 31
$271M▼ 1.0%
3 positionsLocked2023Q4Dec 31
$274M▼ 0.4%
3 positionsLocked2023Q3Sep 30
$275M▲ 5.8%
3 positionsLocked
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