TDS

Telephone And Data Systems

3 super-investor ownerscombined $475Mlargest position 13.3%

3 super-investors hold TDS worth a combined $475M. The largest position: Daniel Loeb at 13.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 35 — ranked #215 of 724 scored stocks.

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Why super-investors own TDS

Daniel Loeb dominates cohort ownership of TDS, holding $278M at 13.3% of his portfolio — a notably high-conviction position for a telecom holding company. Howard Marks holds a secondary stake worth $181M (3.1% of his portfolio), and Joel Greenblatt carries a token position. Combined cohort exposure is $475M across just three managers. Notably, the owner count has been flat at one for the seven quarters prior to Loeb and Marks appearing in the data, suggesting the broader cohort remains largely uninterested. No position changes occurred in 2026Q1 — no additions, trims, or exits — indicating the current holders are sitting still rather than building conviction or reducing risk. Interest is neither rising nor fading; it is static.

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

Cohort owners over time

2023Q3 → 2026Q1

How many of the cohort members held this stock each quarter.

Now: 1

Peak: 1

Owners (3) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Daniel Loeb	13.3%	11q	$278M	6,600,000
2	Howard Marks	3.1%	3q	$181M	4,292,243
3	Joel Greenblatt	<0.1%	36q	$16M	380,798

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