InvestorLens

TDS — TELEPHONE & DATA SYS INC

Communication Services

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying TDS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
38
Macro Tailwind
Macro conditions are mixed for this sector
51
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their TDS position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 51/100 in a Contraction regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Howard Marks)
  • +5 tracked investors reported holding TDS at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About TELEPHONE & DATA SYS INC (TDS)

TELEPHONE & DATA SYS INC (TDS) appears in the most recent 13F filings of 5 tracked institutional investors. TELEPHONE & DATA SYS INC is classified in the Communication Services sector. The largest disclosed position is held by Daniel Loeb (Third Point LLC), valued at $278M. Across recent filings, tracked investors recorded 3 new positions, 4 increased, 5 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TDS

54
/100
Mixed Activity
Added / Increased7
Reduced5
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track TDS

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

TDS Ownership Composition

How TELEPHONE & DATA SYS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Activist
50% of tracked value
Institutions
5
tracked investors
Total Reported
$462.7M
combined 13F value
Types3
  • Activist50.2%
  • Value & Distressed42.3%
  • Multi-Strategy / Quant7.6%
Activist(1)
50.2%
Value & Distressed(1)
42.3%
Multi-Strategy / Quant(3)
7.6%

Tracked investors currently reporting TDS

2 tracked investors have since exited this position — listed separately below.

  • Daniel LoebJun 30, 2026
    Third Point LLC
    Shares
    6.3M
    Value
    $232.2M
    % Portfolio
    4.96%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    5.3M
    Value
    $195.5M
    % Portfolio
    2.71%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    8.8K
    Value
    $324.3K
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    490.9K
    Value
    $18.2M
    % Portfolio
    0.02%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    445.8K
    Value
    $16.5M
    % Portfolio
    0.00%

Previously held TDS

These investors reported TDS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp42.5K$1.7MSep 30, 2025
Ray DalioBridgewater Associates15K$613.6KDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold TDS?
5 tracked institutional investors disclosed a position in TDS (TELEPHONE & DATA SYS INC) in their most recent 13F filing.
Who is the largest institutional holder of TDS?
Daniel Loeb, Third Point LLC, holds the largest disclosed position in TDS, valued at $278M.
Did institutional ownership of TDS increase or decrease?
Across recent 13F filings, tracked investors recorded 3 new positions, 4 increased, 5 reduced, and 1 fully exited TDS.
What sector is TDS in?
TELEPHONE & DATA SYS INC is classified in the Communication Services GICS sector.
Where does this TDS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.