0
SHEN
SHENANDOAH TELECOMMUNICATION · Communication Services
Consensus score 0/100 · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
2.3%
of their portfolios
Combined value
$59M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Broad Run Investment Mgmt Concentrated | 2.4% | $14M | TRIM |
| Southeastern / Longleaf Deep value | 2.2% | $45M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.