Communication
6 communication tickers held by tracked superinvestors, ranked by ConvictionScore — not by popularity or market cap.
Sector averages: conviction −3 · 0 strong buys · 0 strong sells.
Top 3 by ConvictionScore
Buyers vs sellers inside Communication
| Quarter | Buy actions | Sell actions | Net |
|---|---|---|---|
| Q4 2025 | 13 | 4 | +9 |
| Q3 2025 | 5 | 6 | -1 |
| Q2 2025 | 4 | 8 | -4 |
| Q1 2025 | 4 | 12 | -8 |
Every communication stock held, sorted by conviction
LBTYK
WBD
SPOTTop 10 managers with the most communication exposure
| # | Manager | Positions |
|---|---|---|
| 1 | Baupost Group | 2/6 |
| 2 | ValueAct Capital | 1/5 |
| 3 | Oakmark Funds | 2/6 |
| 4 | Tiger Global Management | 1/7 |
| 5 | Egerton Capital | 1/6 |
| 6 | Maverick Capital | 1/5 |
Where smart money is moving next
Sector-level smart-money signal
Tickers in this page are all the stocks in Communication currently held by at least one tracked superinvestor. Each is enriched with the unified ConvictionScore, a signed −100..+100 signal combining manager quality, consensus, recent flow, multi-quarter trend, insider activity, and a crowding penalty.
“Net flow 4Q” counts every 13F move inside the sector across the last four quarters — buys and adds count positive, trims and exits count negative. Positive net flow means smart money is increasing exposure to communication.
Sector assignments are curated — see lib/tickers.ts SECTOR_MAP. Not investment advice. Based on publicly filed 13Fs, which are long-only and delayed 45 days. Methodology.