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Shenandoah Telecommunications Company

SHEN Communication Services
$10.35 +$0.05 (0.49%)
Market Cap: $573.02 M
Gurus Holding
5
Popularity Rank
#1806
% of Shares Held
6.59%
Net Activity (Q2 2026)
+$5.13 M

Guru Ownership Trend

Guru Analysis for Shenandoah Telecommunications Company (SHEN)

Shenandoah Telecommunications Company (SHEN), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $37.79 M.

Top institutional holders include Mason Hawkins and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $5.13 M net inflow during the quarter.

Recent activity highlights Chuck Royce who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 24.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$10.25 M
Total Buy Value
New Buys 1
Additions 1
-$5.12 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Shenandoah Telecommunications Company (SHEN)

Major holders include Mason Hawkins ($39.46 M), Chuck Royce ($9.7 M), Mario Gabelli ($4.07 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.65 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.13 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited SHEN. The total reported sell value was $5.12 M.

Yes, 1 managers opened new positions in SHEN, and 1 increased their existing holdings. The total reported buy value was $10.25 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.06% Reduce -11.0% 2,616,797 $39.46 M Q2 2026
0.08% Add 1661.0% 643,093 $9.7 M Q2 2026
0.04% 270,000 $4.07 M Q2 2026
0.00% New Buy 73,134 $1.1 M Q2 2026
0.00% Reduce -24.8% 48,000 $723,840 Q2 2026
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