MEDIATEL PARTNERS — Q2 2025 13F-HR

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Q2 2025 · 13F-HR

MEDIATEL PARTNERSholdings as filed

Filed 2025-08-07 · accession 0000897423-25-000065

$237.5M

Reported value

Positions

2025-06-30

Period end

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The Brief · MEDIATEL PARTNERS · Q2 2025

AI · grounded in 13F

MEDIATEL PARTNERS established a new position in CMCSA valued at $207.8M. The fund also initiated new stakes in T for $27.1M and WBD for $2.6M. These three holdings comprise the fund's total AUM of $237.5M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
20030N101	CMCSA	COMCAST CORP NEW	$207.8M	87.5%	5,823,000	Common	SOLE
00206R102	T	AT&T INC	$27.1M	11.4%	935,304	Common	SOLE
934423104	WBD	WARNER BROS DISCOVERY INC	$2.6M	1.09%	226,265	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.