Industry deep-dive

Telecom Services

Every super-investor and insider move tracked across 40 tickers in this industry.

Tickers

Combined value

$274.99B

Insider net (30d)

−$1.9M

Congress trades (30d)

Sector consensus moves

Latest portfolios · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	Howard Marks Oaktree Capital	$229.70B	4	3.7%	TDS AD TEO
2	Norges Bank Norway SWF	$9.62B	14	1.0%	CMCSA VZ T
3	Dodge & Cox	$7.69B	5	4.1%	CMCSA CHTR TMUS
4	T. Rowe Price	$7.03B	23	0.8%	TMUS CMCSA T
5	Wellington Management	$4.18B	11	0.7%	TMUS KT VZ
6	Bill Nygren Harris / Oakmark	$1.93B	4	2.4%	CHTR CMCSA LBRDK
7	AQR Capital Management	$1.73B	31	0.9%	T VZ CMCSA
8	D.E. Shaw & Co.	$1.73B	29	1.3%	T TMUS CMCSA
9	First Eagle Investment Management	$1.70B	2	3.0%	CMCSA CHTR
10	Boykin Curry Eagle Capital	$1.55B	5	4.8%	CMCSA LBRDK CHTR
11	Renaissance Technologies	$1.18B	27	1.8%	TMUS CMCSA CHT
12	Izzy Englander Millennium Mgmt	$1.16B	39	0.8%	TMUS CMCSA LBRDK

#	Ticker	Company	Value
1	TDS	TELEPHONE & DATA SYS INC	$151.71B
2	AD	UNITED STATES CELLULAR CORP	$38.93B
3	TEO	TELECOM ARGENTINA SA	$27.26B
4	TMUS	T-MOBILE US INC	$14.18B
5	OPTU	ALTICE USA INC	$12.44B
6	CMCSA	COMCAST CORP NEW	$10.68B
7	CHTR	CHARTER COMMUNICATIONS INC N	$5.87B
8	T	AT&T INC	$4.81B
9	VZ	VERIZON COMMUNICATIONS INC	$3.47B
10	LBRDK	LIBERTY BROADBAND CORP	$1.17B
11	SATS	ECHOSTAR CORP	$1.08B
12	KT	KT CORP	$671.8M
13	LUMN	LUMEN TECHNOLOGIES INC	$390.8M
14	BCE	BCE INC	$274.3M
15	VOD	VODAFONE GROUP PLC NEW	$272.1M
16	GLIBK	GCI LIBERTY INC	$213.8M
17	TU	TELUS CORPORATION	$195.1M
18	IRDM	IRIDIUM COMMUNICATIONS INC	$137.2M
19	CHT	CHUNGHWA TELECOM CO LTD	$125.3M
20	LBRDA	LIBERTY BROADBAND CORP	$124.2M
21	RCI	ROGERS COMMUNICATIONS INC	$116.7M
22	IDT	IDT CORP	$97.3M
23	TLK	P T TELEKOMUNIKASI INDONESIA	$82.2M
24	VEON	VEON LTD	$76.7M