AlphaQuest LLC SHEN — SHENANDOAH TELECOMMUNICATION

Ownership history in AlphaQuest LLC  ·  9 quarters on record

AI Ownership Summary

AlphaQuest LLC reported SHENANDOAH TELECOMMUNICATION (SHEN) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows SHEN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AlphaQuest LLC's position in SHENANDOAH TELECOMMUNICATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHEN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHEN stock page AlphaQuest LLC fund profile AlphaQuest LLC full holdings
How AlphaQuest LLC held SHEN — position size vs. price
% of Fund (quarterly)    SHEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 42,498 — 0% 0.03% $491K 2026-04-30 $15.73
2025 Q4 ADDED — — — 42,498 +28,645 +206.8% 0.03% $491K 2026-02-09 $12.48
2025 Q3 UNCHANGED — — — 13,853 — 0% 0.01% $186K 2025-11-03 $12.05
2025 Q2 ADDED — — — 13,853 +7,457 +116.6% 0.02% $189K 2025-07-31 $14.54
2025 Q1 UNCHANGED — — — 6,396 — 0% 0.01% $80K 2025-05-14 $11.66
2024 Q4 REDUCED 16.2% -0.3% ✅ 6,396 -1,240 -16.2% 0.01% $81K 2025-02-07 $11.31
2024 Q3 ADDED — — — 7,636 +6,728 +741.0% 0.01% $108K 2024-11-07 $12.76
2024 Q2 REDUCED 52.0% -13.6% ✅ 908 -985 -52.0% 0.00% $15K 2024-08-06 $18.18
2023 Q4 INITIATED — — — 1,893 — — 0.01% $41K 2024-02-09 $19.80

🏢 Other funds also holding SHEN

As of 2026 Q1 — sorted by position size

COOPER INVESTORS PTY LTD 5.89% NATURAL INVESTMENTS, LLC 3Y 0.22% Salvus Wealth Management, LLC 3Y 0.17% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.09% Graves Light Lenhart Wealth, Inc. 3Y 7Y 0.03% Inscription Capital, LLC 3Y 0.02% GAMMA Investing LLC 0.01% Brooklyn Investment Group 0.01% Louisiana State Employees Retirement System 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.0%

FAQ About AlphaQuest LLC and SHEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has AlphaQuest LLC reported owning SHEN?

AlphaQuest LLC reported SHEN across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHEN position in AlphaQuest LLC's portfolio?

The largest reported portfolio weight for SHEN was 0.03% in 2025 Q4.

What is the latest reported SHEN position on this page?

The most recent filing on this page is 2026 Q1, when AlphaQuest LLC reported 42,498 shares, equal to 0.03% of portfolio, with an estimated market value of $491K.

What does the chart on this SHEN ownership page compare?

The chart compares AlphaQuest LLC's quarterly SHEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AlphaQuest LLC time their SHEN position?

Based on 13F filing dates vs. subsequent SHEN price moves, AlphaQuest LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on SHEN relative to SPY over the holding period was -24.3%.

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