2 tracked superinvestors hold TELEPHONE & DATA SYS INC (TDS), worth $820M combined, led by Howard Marks. Smart money is accumulating TDS as of the latest 13F filings.
Current price
$34.71
Telephone and Data Systems, Inc., a telecommunications company, provides communications services in the United States. It operates through two segments: UScellular and TDS Telecom. The company offers wireless solutions to consumers and business and government customers, including a suite of connected Internet of things (IoT) solutions, and software applications for monitor and control, business…
Market cap
$4.8B
P/E
116.62
Div yield
28.8%
Revenue YoY
-75.3%
Analyst target
$28
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$820M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating TDS: 1 funds added or opened versus 0 trimming.
TELEPHONE & DATA SYS INC (TDS) is held by 2 tracked funds worth $820M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Daniel Loeb, who has committed 13.3% of their portfolio to it, while Howard Marks holds the largest dollar position.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 3.9% | $542M | |
| Held | 13.3% | $278M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own TDS?
2 tracked funds hold TELEPHONE & DATA SYS INC (TDS), the largest being Howard Marks (Oaktree Capital Management) at 3.9% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TDS?
In the most recent 13F quarter, 1 tracked fund added or opened TDS and 0 trimmed it.
How much TDS do tracked funds hold?
Combined disclosed long exposure to TDS across tracked superinvestors is $820M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.