MRP Capital Investments, LLC LUMN — LUMEN TECHNOLOGIES INC

Ownership history in MRP Capital Investments, LLC  ·  8 quarters on record

AI Ownership Summary

MRP Capital Investments, LLC reported LUMEN TECHNOLOGIES INC (LUMN) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.2% in 2026 Q1. The latest visible filing shows LUMN at 1.13% 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 LUMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MRP Capital Investments, LLC's position in LUMEN TECHNOLOGIES INC, 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 Q2

LUMN was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

LUMN stock page MRP Capital Investments, LLC fund profile MRP Capital Investments, LLC full holdings
How MRP Capital Investments, LLC held LUMN — position size vs. price
% of Fund (quarterly)    LUMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 199,100 +1,000 +0.5% 1.13% $1.5M 2026-08-10 $6.64
2026 Q1 ADDED — — — 198,100 +26,750 +15.6% 1.20% $1.4M 2026-05-14 $10.34
2025 Q4 ADDED — — — 171,350 +164,850 +2536.2% 1.12% $1.3M 2026-02-09 $7.77
2025 Q3 UNCHANGED — — — 6,500 — 0% 0.02% $28K 2025-11-07 $10.52
2025 Q2 ADDED — — — 6,500 +4,000 +160.0% 0.02% $28K 2025-08-19 $4.59
2025 Q1 UNCHANGED — — — 2,500 — 0% 0.01% $10K 2025-05-07 $4.23
2024 Q4 UNCHANGED — — — 2,500 — 0% 0.01% $13K 2025-02-11 $4.83
2024 Q3 INITIATED — — — 2,500 — — 0.02% $18K 2024-11-13 $8.89

🏢 Other funds also holding LUMN

As of 2026 Q2 — sorted by position size

LM Asset Management Inc. 20.01% Front Street Capital Management, Inc. 3Y 7Y 10.61% LM Asset Management Inc. 10.43% VAN DEN BERG MANAGEMENT I, INC 3Y 7Y 3.87% CapWealth Advisors, LLC 3Y 7Y 3.75% October Effect Ltd 1.99% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 1.98% Sentinel Dome Partners, LLC 1.86% Soviero Asset Management, LP 3Y 1.45% PLUSTICK MANAGEMENT LLC 3Y 1.43%

FAQ About MRP Capital Investments, LLC and LUMN

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

How long has MRP Capital Investments, LLC reported owning LUMN?

MRP Capital Investments, LLC reported LUMN across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported LUMN position in MRP Capital Investments, LLC's portfolio?

The largest reported portfolio weight for LUMN was 1.20% in 2026 Q1.

What is the latest reported LUMN position on this page?

The most recent filing on this page is 2026 Q2, when MRP Capital Investments, LLC reported 199,100 shares, equal to 1.13% of portfolio, with an estimated market value of $1.5M.

What does the chart on this LUMN ownership page compare?

The chart compares MRP Capital Investments, LLC's quarterly LUMN 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 MRP Capital Investments, LLC time their LUMN position?

Based on 13F filing dates vs. subsequent LUMN price moves, MRP Capital Investments, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LUMN relative to SPY over the holding period was -28.0%.

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