Zeno Research

Latest statistics and disclosures from Zeno Research's latest quarterly 13F-HR filing:

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Positions held by Zeno Research consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Zeno Research

Companies in the Zeno Research portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Metropcs Communications (TMUS) 12.0 $20M 151k 134.85
Uniti Group Inc Com reit (UNIT) 11.4 $19M 1.6M 11.73
Walt Disney Company (DIS) 8.7 $15M 81k 181.19
Cyrusone (CONE) 8.0 $14M 184k 73.15
Warner Music Group Corp Com Cl A (WMG) 7.9 $13M 351k 37.99
Facebook Cl A (FB) 5.8 $9.9M 36k 273.15
Netflix (NFLX) 4.5 $7.6M 14k 540.71
Sba Communications Corp Cl A (SBAC) 4.2 $7.1M 25k 282.14
American Tower Reit (AMT) 3.9 $6.6M 29k 224.45
Charter Communications Inc N Cl A (CHTR) 3.6 $6.0M 9.1k 661.54
Iheartmedia Com Cl A (IHRT) 3.1 $5.3M 408k 12.98
Lamar Advertising Cl A (LAMR) 2.9 $4.9M 59k 83.22
Shaw Communications Cl B Conv (SJR) 2.9 $4.9M 217k 22.34
Rogers Communications CL B (RCI) 2.6 $4.4M 75k 59.26

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Liberty Media Corp Del Com A Siriusxm (LSXMA) 2.5 $4.2M 97k 43.19
GDS HLDGS Sponsored Ads (GDS) 2.4 $4.1M 44k 93.64
CoreSite Realty (COR) 2.4 $4.1M 32k 125.27
Liberty Broadband Corp Com Ser C (LBRDK) 2.3 $3.9M 25k 158.39
Interpublic Group of Companies (IPG) 2.0 $3.4M 146k 23.52
Six Flags Entertainment (SIX) 1.8 $3.1M 90k 34.10
Digital Realty Trust (DLR) 1.8 $3.0M 22k 139.50
Nexstar Media Group Cl A (NXST) 1.2 $2.0M 19k 109.19
Gray Television (GTN) 0.8 $1.3M 73k 17.90
Seaworld Entertainment (SEAS) 0.7 $1.2M 39k 31.59
Dish Network Corporation Cl A (DISH) 0.6 $996k 31k 32.34

Past Filings by Zeno Research

SEC 13F filings are viewable for Zeno Research going back to 2020