L3VLUP
ProSign in

TIMB in the 13F filings

Tim S A · CUSIP 88706T108

Sector · Communications and media
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q4 2023Q4 2021Q4 2020
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
4,374,866
combined, among listed positions
Reported value
$85m
combined, at the quarter end

Among the 92 comparable managers: 7 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -173,990.

Managers listing TIMB in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Renaissance Technologies LLC1,848,386$36m0.06%Added+82,70012 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,598,696$31munder 0.1%Trimmed-383,58413 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP335,835$6.5munder 0.1%Added+192,13517 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC160,172$3.1munder 0.1%Trimmed-19,94810 Feb 2026 (the filing on sec.gov)
Millennium Management LLC105,334$2.0munder 0.1%Added+86,54517 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC98,149$1.9munder 0.1%Trimmed-272,83317 Feb 2026 (the filing on sec.gov)
Invesco Ltd64,400$1.3munder 0.1%Newnew19 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP56,900$1.1munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP52,129$1.0munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC27,650$538kunder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC23,330$454kunder 0.1%Trimmed-3,48017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,885$76kunder 0.1%Added+29617 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q4 2023 to 1 in Q2 2026

Tracked managers listing it, at least.

01122Q4 2020Q4 2021Q4 2023Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TIMB by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20201$10mn.a.n.a.
Q4 20211$119kn.a.n.a.
Q4 20231$15m10
Q4 20241$5.6m10
Q1 20251$33m10
Q2 20252$74m11
Q3 20252$84m11
Q4 20251$36m74
Q1 20261$47m116
Q2 20261$37m87

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TIMB and NFLX →TIMB and TMUS →TIMB and CMCSA →Choose a stock to compare with TIMB →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TIMB, latest filings →Back to the 13F Explorer →