Telecom Stock Up 25% Over the Past Year Draws $21 Million Bet From Hedge Fund

2 hours ago 2

Jonathan Ponciano, The Motley Fool

Sun, March 15, 2026 astatine 4:59 PM CDT 4 min read

Kerrisdale Advisers initiated a caller presumption successful Telephone and Data Systems (NYSE:TDS), acquiring 506,067 shares successful the 4th quarter, valued astatine $20.75 cardinal based connected quarter-end pricing, according to a February 17, 2026, SEC filing.

According to a February 17, 2026, SEC filing, Kerrisdale Advisers initiated a caller presumption successful Telephone and Data Systems (NYSE:TDS), acquiring 506,067 shares during the 4th fourth of 2025. The quarter-end worth of the TDS involvement accrued by $20.75 cardinal arsenic a effect of the caller purchase.

Top 5 holdings aft the filing:
- NYSE:TDS: $20.75 cardinal (9.8% of AUM)
- NASDAQ:MELI: $17.25 cardinal (8.1% of AUM)
- NYSE:SYY: $15.57 cardinal (7.3% of AUM)
- NYSE:V: $13.84 cardinal (6.5% of AUM)
- NASDAQ:ACMR: $10.39 cardinal (4.9% of AUM)
As of February 16, 2026, TDS shares were priced astatine $47.59, up 25% implicit the past twelvemonth and outperforming the S&P 500’s astir 20% summation successful the aforesaid period.

Metric

Value

Revenue (TTM)	$1.2 billion
Net Income (TTM)	($75.5 million)
Dividend Yield	0.4%
Price (as of marketplace adjacent February 16, 2026)	$47.59

Telephone and Data Systems offers wireless solutions, IoT connectivity, broadband, unreality TV, and telecommunications services done UScellular and TDS Telecom segments.
The steadfast generates gross chiefly from wireless work subscriptions, instrumentality sales, broadband internet, and managed telecom solutions for some user and concern markets.
It serves idiosyncratic consumers, businesses, and authorities clients crossed the United States, with a important beingness successful wireless and wireline connections.

Telephone and Data Systems, Inc. is simply a diversified telecommunications supplier with a nationalist footprint successful wireless and broadband services. The institution leverages its integrated level to code some user and endeavor connectivity needs, positioning itself arsenic a cardinal determination subordinate successful the U.S. communications sector. Strategic investments successful IoT and next-generation web solutions enactment its competitory differentiation and semipermanent maturation objectives.

Telephone and Data Systems spent overmuch of the past twelvemonth reshaping its operations. Management sold disconnected parts of its wireless concern and leaned much heavy into fibre broadband and operation infrastructure done its Array unit, moves designed to simplify the institution and fortify its equilibrium sheet. Those changes already amusement aboriginal fiscal improvement. In the 4th quarter, TDS reported $330.7 cardinal successful operating revenue, up from $295.3 cardinal a twelvemonth earlier, portion nett income jumped to $37.2 million, a crisp turnaround from hardly breakeven the anterior year. For the afloat year, the institution generated $1.23 cardinal successful gross and returned to profitability aft posting losses successful 2024.

Within the portfolio, the presumption besides fits alongside a premix of planetary technology, payments, and commerce companies similar MercadoLibre and Visa. That operation suggests a strategy focused connected durable cash-generating businesses alternatively than axenic maturation bets.

For semipermanent investors, the communicative is little astir telecom maturation and much astir execution. If fibre enlargement and plus monetization proceed to amended profitability, a quiescent telecom relation could go a amazingly dependable compounder.

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