LongSHENJun 2026
Shenandoah Telecommunications
Shenandoah Telecommunications is another existing Reversionary holding nearing the end of a multiyear capacity expansion. Cooper expects the completion of that investment cycle…
SHEN
1 published idea on Shenandoah Telecommunications across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Shenandoah Telecommunications: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Shenandoah Telecommunications is another existing Reversionary holding nearing the end of a multiyear capacity expansion. Cooper expects the completion of that investment cycle…