TV β€” GRUPO TELEVISA SA SPON ADR REP ORD

Ownership history in FPR PARTNERS LLC  Β·  53 quarters on record

This page tracks every 13F SEC filing in which FPR PARTNERS LLC reported a position in GRUPO TELEVISA SA SPON ADR REP ORD (TV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
11.4% (2022 Q1)
πŸ“Š Avg. % of fund
5.56%
πŸ“… First filed
2012 Q1
πŸ“… Last filed
2025 Q1
⏱ Quarters held
53

Position Intelligence

FPR PARTNERS LLC Γ— TV AI Analytics

πŸ“‰ FPR PARTNERS LLC underperformed the S&P 500 by –22.5% annually on this TV position. Timing score: 61% (25/41 decisions correct). Average cost basis: $9.69. Maximum drawdown during holding period: –94.6%.

πŸ“ˆ Position Alpha vs SPY
-22.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 22.5% ann.
51 quarters analyzed

⏱️ Timing Score
61%

βœ… Decent timing β€” more right than wrong on entries and exits.
25 of 41 add/trim decisions correct

πŸ’° Entry Quality
$9.69
-82.8% vs current ($1.67)

Best entry: $2.46 (2023 Q3)  Β·  Worst: $25.03 (2015 Q1)

πŸ›‘οΈ Drawdown Resilience
–94.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

25 adds Β· 18 trims. Bought during 13 of 26 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.77% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 5,851,700 -16,589,070 -73.9% 1.77% $10.2M $1.67
2024 Q4 REDUCED 22,440,770 -31,935 -0.1% 4.14% $37.7M $1.60
2024 Q3 UNCHANGED 22,472,705 β€” 0% 5.37% $57.5M $2.44
2024 Q2 UNCHANGED 22,472,705 β€” 0% 6.29% $62.2M $2.64
2024 Q1 REDUCED 22,472,705 -3,637,800 -13.9% 5.71% $71.9M $2.95
2023 Q4 REDUCED 26,110,505 -5,945,447 -18.5% 5.70% $87.2M $2.70
2023 Q3 ADDED 32,055,952 +100,000 +0.3% 5.29% $97.8M $2.46
2023 Q2 UNCHANGED 31,955,952 β€” 0% 7.93% $163.9M $4.14
2023 Q1 UNCHANGED 31,955,952 β€” 0% 8.51% $169.0M $4.18
2022 Q4 ADDED 31,955,952 +1,000,000 +3.2% 7.00% $145.7M $3.60
43 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TV

As of 2025 Q4 β€” sorted by position size

DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3Y 7Y 3.44% GAMCO INVESTORS, INC. ET AL 3Y 7Y 0.58% Bleichroeder LP 3Y 0.53% Alua Capital Management LP 3Y 0.38% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 0.29% GABELLI & Co INVESTMENT ADVISERS, INC. 3Y 7Y 0.17% GFS Advisors, LLC 3Y 7Y 0.15% GABELLI FUNDS LLC 3Y 7Y 0.15% MIRABELLA FINANCIAL SERVICES LLP 3Y 0.07% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.06%
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