Institutional Manager · CIK 0001133939
MEDIATEL PARTNERS
FORT WORTH, TX · File #028-06089
Latest AUM
$29.8M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | AT&T INC | T-PC | 0 | $0 | -$3.2M |
| REDUCE | WARNER BROS DISCOVERY INC | WBD | 0 | $0 | +$2.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $29.8M
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $30.8M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $237.5M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $243.7M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $242.2M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $265.7M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $247.6M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $270.9M
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $274.7M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AT&T INC | T-PC | 935,304 | $23.2M | 78.08% |
| 2 | WARNER BROS DISCOVERY INC | WBD | 226,265 | $6.5M | 21.92% |