SHEN

Shenandoah Telecommunication

2 super-investor ownerscombined $47Mlargest position 2.2%

2 super-investors hold SHEN worth a combined $47M. The largest position: Mason Hawkins at 2.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 24 — ranked #571 of 724 scored stocks.

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Why super-investors own SHEN

Super-investor interest in SHEN is narrow and concentrated almost entirely in one manager: Mason Hawkins of Southeastern Asset Management, whose $45M position represents 2.2% of his portfolio and accounts for roughly 96% of the cohort's combined $47M exposure. Joel Greenblatt holds a token $2M stake at effectively zero portfolio weight. The cohort count has held steady at either one or two managers across the last eight quarters, with no new entrants, additions, trims, or exits recorded in 2026Q1 — signaling neither growing enthusiasm nor deteriorating conviction. Interest is essentially flat and tightly held, with Hawkins functioning as the sole meaningful owner among tracked super-investors.

AI-synthesized from 13F filings. Not investment advice.