Which funds own TV
Grupo Televisa S A B in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $115m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 3 managers trimmed or sold out against 0 buying.
- Managers holding
- 2
- at least, of 91 current
- Combined value
- $115m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 3
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Discovery Capital Management LLC Macro · $2.4bn book | $60m | 2.5% | 22,117,634 | -$5.2m-270,307 | Trimmed |
| GAMCO Investors Inc Activist · $11.1bn book | $55m | 0.5% | 20,291,578 | -$5.4m-449,118 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Fidelity (FMR LLC) · Long-only$13m held before
Ownership through time
At least 3 of the 95 managers whose filings are on file listed TV in Q2 2026, against 10 in Q2 2013. The same number as in Q1 2026.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 10
- Q3 2013: 10
- Q4 2013: 8
- Q1 2014: 10
- Q2 2014: 10
- Q3 2014: 10
- Q4 2014: 9
- Q1 2015: 12
- Q2 2015: 10
- Q3 2015: 12
- Q4 2015: 11
- Q1 2016: 11
- Q2 2016: 11
- Q3 2016: 10
- Q4 2016: 8
- Q1 2017: 8
- Q2 2017: 9
- Q3 2017: 9
- Q4 2017: 10
- Q1 2018: 7
- Q2 2018: 5
- Q3 2018: 4
- Q4 2018: 6
- Q1 2019: 7
- Q2 2019: 7
- Q3 2019: 6
- Q4 2019: 5
- Q1 2020: 5
- Q2 2020: 5
- Q3 2020: 5
- Q4 2020: 7
- Q1 2021: 6
- Q2 2021: 7
- Q3 2021: 5
- Q4 2021: 5
- Q1 2022: 6
- Q2 2022: 5
- Q3 2022: 4
- Q4 2022: 5
- Q1 2023: 5
- Q2 2023: 4
- Q3 2023: 4
- Q4 2023: 4
- Q1 2024: 4
- Q2 2024: 3
- Q3 2024: 3
- Q4 2024: 4
- Q1 2025: 4
- Q2 2025: 4
- Q3 2025: 4
- Q4 2025: 3
- Q1 2026: 3
- Q2 2026: 3
- Q2 2013: $1.9bn
- Q3 2013: $2.2bn
- Q4 2013: $2.5bn
- Q1 2014: $3.0bn
- Q2 2014: $3.2bn
- Q3 2014: $3.3bn
- Q4 2014: $3.4bn
- Q1 2015: $3.4bn
- Q2 2015: $4.1bn
- Q3 2015: $2.9bn
- Q4 2015: $3.2bn
- Q1 2016: $3.3bn
- Q2 2016: $3.1bn
- Q3 2016: $3.8bn
- Q4 2016: $3.3bn
- Q1 2017: $4.3bn
- Q2 2017: $4.2bn
- Q3 2017: $4.2bn
- Q4 2017: $2.7bn
- Q1 2018: $2.3bn
- Q2 2018: $2.9bn
- Q3 2018: $2.6bn
- Q4 2018: $1.9bn
- Q1 2019: $1.8bn
- Q2 2019: $1.2bn
- Q3 2019: $1.4bn
- Q4 2019: $1.7bn
- Q1 2020: $886m
- Q2 2020: $788m
- Q3 2020: $911m
- Q4 2020: $1.2bn
- Q1 2021: $1.4bn
- Q2 2021: $2.1bn
- Q3 2021: $1.6bn
- Q4 2021: $1.4bn
- Q1 2022: $1.7bn
- Q2 2022: $1.1bn
- Q3 2022: $673m
- Q4 2022: $448m
- Q1 2023: $513m
- Q2 2023: $471m
- Q3 2023: $286m
- Q4 2023: $336m
- Q1 2024: $333m
- Q2 2024: $269m
- Q3 2024: $252m
- Q4 2024: $173m
- Q1 2025: $188m
- Q2 2025: $243m
- Q3 2025: $304m
- Q4 2025: $164m
- Q1 2026: $164m
- Q2 2026: $147m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
No manager on file bought more.
Largest decreases, by shares
- Acadian Asset Management LLC13,234,784 to 11,983,039 shares-$3.4m
- GAMCO Investors Inc20,740,696 to 20,291,578 shares-$1.2m
- Discovery Capital Management LLC22,387,941 to 22,117,634 shares-$733k
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Discovery Capital Management LLC | Q2 2013 | $145m | $60m | |
| GAMCO Investors Inc | Q2 2013 | $90m | $55m | |
| Acadian Asset Management LLC | Q3 2013 | $84m | $32m | |
| Harris Associates LP | Q2 2013 | $1.3bn | last listed Q4 2022 | |
| First Eagle Investment Management LLC | Q2 2013 | $1.3bn | last listed Q3 2017 | |
| Dodge & Cox | Q2 2013 | $1.1bn | last listed Q3 2025 | |
| Artisan Partners LP | Q4 2013 | $1.1bn | last listed Q4 2017 | |
| Capital Research Global Investors | Q4 2016 | $552m | last listed Q1 2019 | |
| Invesco Ltd | Q2 2013 | $523m | last listed Q3 2017 | |
| Lone Pine Capital LLC | Q3 2016 | $514m | last listed Q4 2017 | |
| Renaissance Technologies LLC | Q2 2013 | $145m | last listed Q2 2022 | |
| AQR Capital Management LLC | Q2 2013 | $80m | last listed Q1 2024 | |
| Baillie Gifford & Co | Q4 2014 | $64m | last listed Q3 2016 |
What TV is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around TV →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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