Which hedge funds own SHEN? SHENANDOAH TELECOMMUNICATION, Q2 2026 13F holders
19 tracked hedge funds disclosed a position in SHEN (SHENANDOAH TELECOMMUNICATION) in their Q2 2026 13F filings, worth $71.0m in total. The largest holder by portfolio weight is Southeastern Asset Management (Mason Hawkins) at 2.1% of its book. 7 opened a new position this quarter: Mirabella Financial Services LLP, Quantbot Technologies LP, Gsa Capital Partners LLP, Trexquant Investment LP. 1 exited: Quarry LP.
- 19
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 1
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $3.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $910
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $71.0m
- Combined value Sum of the holders' reported positions in the security.
- 1.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Southeastern Asset Management (Mason Hawkins) Long-only investor | 2.1% | −11% | reduced |
| Whitebark Investors LP Hedge fund | 1.9% | −77% | reduced |
| Broad Run Investment Management Long-only investor | 1.5% | −25% | reduced |
| Campbell & CO Investment Adviser LLC Hedge fund | 0.04% | −39% | reduced |
| Numerai GP LLC Hedge fund | 0.03% | +34% | added |
| Mirabella Financial Services LLP Hedge fund | 0.03% | – | new |
| Quantbot Technologies LP Hedge fund | 0.02% | – | new |
| Gsa Capital Partners LLP Hedge fund | 0.02% | – | new |
| Millennium Management LLC Hedge fund | 0.01% | −39% | reduced |
| Trexquant Investment LP Hedge fund | 0.01% | – | new |
| Jain Global LLC Hedge fund | 0.0% | – | new |
| Brevan Howard Capital Management LP Hedge fund | 0.0% | −61% | reduced |
| Schonfeld Strategic Advisors LLC Hedge fund | 0.0% | – | new |
| Renaissance Technologies LLC Hedge fund | 0.0% | −25% | reduced |
| Squarepoint Ops LLC Hedge fund | 0.0% | −77% | reduced |
| Citadel Advisors LLC Hedge fund | 0.0% | −29% | reduced |
| Balyasny Asset Management L.P. Hedge fund | 0.0% | +20% | added |
| Two Sigma Investments, LP Hedge fund | 0.0% | −89% | reduced |
| AQR Capital Management LLC Hedge fund | 0.0% | – | new |
Exited since the previous filing
| Quarry LP | 0.0% | $910 |
Ownership over time
Who discovered SHEN first? Beta
The run: Q1 2013 → Q2 2020, +547%
| Whitebark Investors LP high conviction | Q1 2026 | – | +0.8 pts |
| Campbell & CO Investment Adviser LLC | Q1 2016 | – | +0.5 pts |
| Southeastern Asset Management (Mason Hawkins) | Q2 2025 | – | +0.2 pts |
| Broad Run Investment Management | Q3 2022 | – | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.