Telephone And Data Systems (TDS) — 13F Holders Deep Dive (Q2 2026)

TDS ranks #1781 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TDS is a disclosed holding of Daniel Loeb (Third Point LLC), one of the tracked superinvestors on AlphaSMO — it makes up 5.0% of that fund's own 13F portfolio.

TDS is a top-conviction position for Foursixthree Capital LP — at 10.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TDS belongs to BlackRock, Inc., but the position matters far more to Foursixthree Capital LP, who has 10.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Congress Asset Management Co has added to its TDS position for two straight quarters, increasing it by $2.2M to reach $13.9M today.

Cooper Investors Pty LTD has trimmed its TDS position for two straight quarters, cutting it by $7.6M while still holding $676.5K.

TDS is up 0.5% today, and institutions have been net buyers of $561.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TDS posted net income of $417.7M over the trailing twelve months, and currently trades at a P/E of 10.0.

• Profitable — net income of $417.7M over the trailing twelve months
• Revenue grew 164.7% year over year
• Net income improved year over year, from -$40.4M to $417.7M
• Generated $589.9M in positive operating cash flow
• Current ratio of 2.10x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting