Zeno Research, LLC
- SEC CIK
- 0001792460
- Latest filing
- Jan 25, 2024
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 18
- No 13F data for Q4 2020
- Portfolio value
- $51.7M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CoreSite Realty Corp21870Q105 | COM | 43,677 | $5.24M | 10.1% | – | – | – |
| WMGWarner Music Group Corp. | COM CL A | 149,759 | $5.14M | 9.9% | – | – | History |
| TUTelus Corp | COM | 236,120 | $4.70M | 9.1% | – | – | History |
| CONECyrusOne Holdco LLC | COM | 59,908 | $4.06M | 7.8% | – | – | History |
| TAT&T Inc. | Stock | 133,554 | $4.04M | 7.8% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 6,381 | $3.94M | 7.6% | – | – | History |
| OPTUOptimum Communications, Inc. | CL A | 87,441 | $2.84M | 5.5% | – | – | History |
| AMTAmerican Tower Corp | REIT | 10,514 | $2.51M | 4.9% | – | – | History |
| EQIXEquinix Inc | COM | 3,686 | $2.50M | 4.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 8,391 | $2.47M | 4.8% | – | – | History |
| SBACSba Communications Corp | CL A | 8,806 | $2.44M | 4.7% | – | – | History |
| PRKSUnited Parks & Resorts Inc. | COM | 41,972 | $2.08M | 4.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 656 | $2.03M | 3.9% | – | – | History |
| DISWalt Disney Co | Stock | 10,957 | $2.02M | 3.9% | – | – | History |
| UNITUniti Group Inc. | COM | 154,217 | $1.70M | 3.3% | – | – | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 34,750 | $1.53M | 3.0% | – | – | – |
| IHRTiHeartMedia, Inc. | COM CL A | 75,225 | $1.36M | 2.6% | – | – | History |
| LAMRLamar Advertising Co | REIT | 11,350 | $1.07M | 2.1% | – | – | History |