70 is the total number of securities Zeno Research, LLC has owned. The longest Zeno Research, LLC has owned a single stock is 11 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WMG | WARNER MUSIC GROUP CORP | 6 | 5 | 0.37% | 7.46% | 13.43% | Q4 2020 | Q3 2023 | 11 |
| LSXMA | LIBERTY MEDIA CORP DEL | 7 | 3 | 0.74% | 3.32% | 10.40% | Q4 2020 | Q2 2023 | 10 |
| TMUS | T-MOBILE US INC | 8 | 1 | 2.75% | 8.71% | 13.62% | Q4 2020 | Q2 2023 | 9 |
| RCI | ROGERS COMMUNICATIONS INC | 7 | 1 | 2.62% | 8.16% | 13.82% | Q4 2020 | Q3 2023 | 9 |
| SBAC | SBA COMMUNICATIONS COR... | 5 | 4 | 4.20% | 7.88% | 13.44% | Q4 2020 | Q1 2023 | 9 |
| FB | META PLATFORMS INC | 6 | 1 | 2.13% | 4.76% | 9.69% | Q4 2020 | Q3 2023 | 9 |
| LAMR | LAMAR ADVERTISING CO NEW | 5 | 1 | 0.88% | 2.55% | 7.94% | Q4 2020 | Q3 2023 | 9 |
| AMT | AMERICAN TOWER CORP NEW | 3 | 1 | 3.89% | 5.19% | 6.49% | Q4 2020 | Q2 2023 | 8 |
| DIS | DISNEY WALT CO | 4 | 2 | 2.18% | 4.57% | 8.67% | Q4 2020 | Q1 2023 | 8 |
| OMC | OMNICOM GROUP INC | 6 | 1 | 1.20% | 3.72% | 7.43% | Q2 2021 | Q3 2023 | 8 |
| T | AT&T INC | 2 | 1 | 4.98% | 7.22% | 10.65% | Q1 2021 | Q3 2023 | 7 |
| CHTR | CHARTER COMMUNICATIONS... | 4 | 1 | 3.38% | 5.81% | 8.09% | Q4 2020 | Q3 2023 | 7 |
| FOXA | FOX CORP | 5 | 2 | 2.13% | 3.92% | 6.33% | Q2 2021 | Q3 2023 | 7 |
| SPOT | SPOTIFY TECHNOLOGY S A | 4 | 3 | 1.04% | 2.51% | 4.14% | Q4 2021 | Q3 2023 | 7 |
| SEAS | SEAWORLD ENTMT INC | 5 | 2 | 0.70% | 2.33% | 4.26% | Q4 2020 | Q1 2023 | 7 |
| TU | TELUS CORPORATION | 4 | 2 | 3.52% | 7.33% | 9.95% | Q1 2021 | Q3 2022 | 6 |
| EQIX | EQUINIX INC | 2 | 1 | 2.85% | 5.77% | 8.61% | Q1 2021 | Q2 2023 | 6 |
| NFLX | NETFLIX INC | 3 | 1 | 2.57% | 3.94% | 6.48% | Q4 2020 | Q3 2023 | 6 |
| CD | CHINDATA GROUP HLDGS LTD | 6 | 6 | 1.52% | 2.59% | 2.94% | Q1 2022 | Q2 2023 | 6 |
| SIX | SIX FLAGS ENTMT CORP NEW | 3 | 1 | 1.33% | 2.21% | 3.48% | Q4 2020 | Q3 2023 | 6 |
| CMCSA | COMCAST CORP NEW | 2 | 1 | 2.01% | 5.07% | 12.65% | Q2 2021 | Q2 2023 | 5 |
| AMZN | AMAZON COM INC | 3 | 1 | 3.41% | 4.00% | 4.78% | Q1 2021 | Q4 2022 | 5 |
| CNK | CINEMARK HLDGS INC | 3 | 1 | 0.86% | 1.88% | 3.11% | Q3 2021 | Q3 2023 | 5 |
| GOOGL | ALPHABET INC | 2 | 1 | 1.79% | 8.53% | 14.82% | Q2 2021 | Q3 2023 | 4 |
| DLR | DIGITAL RLTY TR INC | 1 | 1 | 1.80% | 6.47% | 10.10% | Q4 2020 | Q3 2023 | 4 |
| COR | CORESITE RLTY CORP | 4 | 4 | 1.62% | 4.50% | 10.13% | Q4 2020 | Q3 2021 | 4 |
| FYBR | FRONTIER COMMUNICATION... | 3 | 1 | 2.56% | 2.86% | 3.30% | Q3 2022 | Q3 2023 | 4 |
| LYV | LIVE NATION ENTERTAINM... | 3 | 1 | 1.50% | 2.74% | 3.70% | Q2 2022 | Q3 2023 | 4 |
| CCOI | COGENT COMMUNICATIONS ... | 2 | 1 | 1.39% | 2.34% | 3.74% | Q3 2021 | Q1 2023 | 4 |
| VIAC | VIACOMCBS INC | 2 | 1 | 1.59% | 2.22% | 2.73% | Q3 2021 | Q2 2023 | 4 |
| LBRDK | LIBERTY BROADBAND CORP | 2 | 1 | 0.87% | 1.86% | 2.80% | Q4 2020 | Q1 2023 | 4 |
| GTN | GRAY TELEVISION INC | 2 | 1 | 0.40% | 0.74% | 1.35% | Q4 2020 | Q2 2023 | 4 |
| CONE | CYRUSONE INC | 3 | 3 | 3.26% | 6.36% | 7.96% | Q4 2020 | Q2 2021 | 3 |
| UNIT | UNITI GROUP INC | 2 | 1 | 0.49% | 5.05% | 11.38% | Q4 2020 | Q1 2022 | 3 |
| ATUS | ALTICE USA INC | 2 | 1 | 1.95% | 4.45% | 5.91% | Q1 2021 | Q4 2021 | 3 |
| TTD | THE TRADE DESK INC | 3 | 3 | 2.73% | 3.22% | 3.76% | Q1 2023 | Q3 2023 | 3 |
| IHRT | IHEARTMEDIA INC | 3 | 3 | 2.27% | 2.68% | 3.13% | Q4 2020 | Q2 2021 | 3 |
| WARNER BROS DISCOVERY INC | 2 | 1 | 1.32% | 2.67% | 5.34% | Q3 2022 | Q3 2023 | 3 | |
| IPG | INTERPUBLIC GROUP COS INC | 1 | 1 | 1.17% | 2.63% | 4.70% | Q4 2020 | Q1 2022 | 3 |
| GDS | GDS HLDGS LTD | 1 | 1 | 2.05% | 2.58% | 3.26% | Q4 2020 | Q4 2021 | 3 |
| DY | DYCOM INDS INC | 2 | 1 | 1.40% | 2.52% | 4.36% | Q4 2021 | Q1 2023 | 3 |
| OUT | OUTFRONT MEDIA INC | 2 | 1 | 2.33% | 2.50% | 2.78% | Q3 2021 | Q2 2022 | 3 |
| FWONK | LIBERTY MEDIA CORP DEL | 2 | 1 | 1.33% | 2.46% | 3.13% | Q3 2021 | Q2 2023 | 3 |
| WWE | WORLD WRESTLING ENTMT INC | 1 | 1 | 1.06% | 2.21% | 3.66% | Q3 2021 | Q2 2023 | 3 |
| TGNA | TEGNA INC | 3 | 3 | 0.70% | 2.21% | 4.28% | Q1 2023 | Q3 2023 | 3 |
| PINS | PINTEREST INC | 3 | 3 | 1.44% | 2.02% | 2.31% | Q3 2022 | Q1 2023 | 3 |
| NXST | NEXSTAR MEDIA GROUP INC | 1 | 1 | 0.96% | 1.44% | 2.16% | Q4 2020 | Q2 2022 | 3 |
| ROKU | ROKU INC | 2 | 1 | 0.66% | 1.38% | 2.25% | Q3 2022 | Q3 2023 | 3 |
| SBGI | SINCLAIR BROADCAST GRO... | 1 | 1 | 0.83% | 1.37% | 1.74% | Q2 2021 | Q1 2023 | 3 |
| DISH | DISH NETWORK CORPORATION | 2 | 1 | 0.59% | 1.11% | 1.63% | Q4 2020 | Q3 2021 | 3 |
| AAPL | APPLE INC | 2 | 2 | 3.93% | 6.79% | 9.65% | Q2 2021 | Q3 2021 | 2 |
| CCI | CROWN CASTLE INC | 1 | 1 | 4.66% | 5.10% | 5.53% | Q3 2022 | Q3 2023 | 2 |
| VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 3.26% | 3.83% | 4.40% | Q3 2022 | Q2 2023 | 2 |
| LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 1.93% | 2.40% | 2.87% | Q4 2021 | Q2 2022 | 2 |
| IAS | INTEGRAL AD SCIENCE HL... | 2 | 2 | 0.44% | 2.24% | 4.05% | Q4 2021 | Q1 2022 | 2 |
| DISCA | DISCOVERY INC | 1 | 1 | 1.64% | 1.67% | 1.70% | Q2 2021 | Q4 2021 | 2 |
| DISCK | DISCOVERY INC | 1 | 1 | 0.82% | 1.28% | 1.73% | Q2 2021 | Q4 2021 | 2 |
| TTWO | TAKE-TWO INTERACTIVE S... | 1 | 1 | 0.17% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 2 |
| ATVI | ACTIVISION BLIZZARD INC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
| BCE | BCE INC | 1 | 1 | 5.66% | 5.66% | 5.66% | Q3 2021 | Q3 2021 | 1 |
| SIRI | SIRIUS XM HOLDINGS INC | 1 | 1 | 4.24% | 4.24% | 4.24% | Q2 2022 | Q2 2022 | 1 |
| TDS | TELEPHONE & DATA SYS INC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q3 2023 | Q3 2023 | 1 |
| CABO | CABLE ONE INC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2023 | Q2 2023 | 1 |
| SJR | SHAW COMMUNICATIONS INC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2020 | Q4 2020 | 1 |
| EDR | ENDEAVOR GROUP HLDGS INC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q3 2023 | Q3 2023 | 1 |
| SNAP | SNAP INC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2021 | Q3 2021 | 1 |
| TWTR | TWITTER INC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2021 | Q4 2021 | 1 |
| LIBERTY MEDIA CORP DEL | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2023 | Q3 2023 | 1 | |
| LIBERTY MEDIA CORP DEL | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2023 | Q3 2023 | 1 | |
| VNET | VNET GROUP INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including WARNER MUSIC GROUP CORP, LIBERTY MEDIA CORP DEL, and T-MOBILE US INC, are the highest-conviction holdings of Zeno Research, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Zeno Research, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Zeno Research, LLC owns currently or has owned in the past.