LongSATSJul 2026
EchoStar Corporation
EchoStar provides the fund with additional indirect exposure to SpaceX. After a 25% decline during the year, the manager's sum-of-the-parts work indicated that EchoStar's market…
SATS
Which hedge funds are long SATS?
3 published ideas on EchoStar Corporation across 3 funds — 3 long and 0 short.
EchoStar hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on EchoStar: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongSATSJun 2026
EchoStar Corp.
EchoStar declined even as SpaceX, in which EchoStar holds a stake representing roughly half of its value, completed an IPO near a $2 trillion valuation. Gabelli sees that…
LongSATSMay 2026
EchoStar
As a top holding and significant event-driven position, our investment in EchoStar is based on the large discount to its net asset value (NAV). We anticipate a value realization…