Mediatel Partners

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Mediatel Partners reported 3 stock positions worth $237.5 million. Its top holding was Comcast Class A (CMCSA) at 87.5% of the portfolio, followed by AT&T (T, 11.4%) and Warner Bros Discovery (WBD, 1.1%). Its holdings were unchanged from Q1 2025.

Most Recent 13F
Q2 2026
Location
FORT WORTH, TX
CIK
0001133939
Portfolio Value
$237.5M (Q2 2025)
SEC Filing
0000897423-25-000065 ↗ filed Aug 7, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $270.9M Q1 2024 Q2 2024: $247.6M Q2 2024 Q3 2024: $265.7M Q3 2024 Q4 2024: $242.2M Q4 2024 Q1 2025: $243.7M Q1 2025 Q2 2025: $237.5M $237.5M Q2 2025 Q3 2025: $30.8M Q3 2025 Q4 2025: $29.8M Q4 2025 Q1 2026: $33.3M Q1 2026 Q2 2026: $25.4M Q2 2026

Holdings 3 stocks · $237.5M
CMCSA Comcast Corp. Class A 87.51% 5,823,000 $207.8M No change
T AT&T Inc. 11.40% 935,304 $27.1M No change
WBD Warner Bros Discovery Inc. 1.09% 226,265 $2.6M No change

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$25.4MT, WBD
Q1 2026 2$33.3MT, WBD
Q4 2025 2$29.8MT, WBD
Q3 2025 2$30.8MT, WBD
Q2 2025 3$237.5MCMCSA, T, WBD
Q1 2025 3$243.7MCMCSA, T, WBD
Q4 2024 3$242.2MCMCSA, T, WBD
Q3 2024 3$265.7MCMCSA, T, WBD
Q2 2024 3$247.6MCMCSA, T, WBD
Q1 2024 3$270.9MCMCSA, T, WBD