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ARRAY DIGITAL INFRASTRUCTURE INC AD

Array Digital Infrastructure, Inc. owns and operates shared wireless communications infrastructure in the United States. The company deploys 5G and other wireless technologies through its 4,400 cell towers. It also leases tower space to tenants.

Company profile

Business mix

  • The company deploys 5G and other wireless technologies through its 4,400 cell towers. It also leases tower space to tenants.
  • In addition, the company offers ancillary services. It serves organizations, wireless carriers, government agencies, municipalities, wireless internet service providers, and broadband providers.
  • The company was formerly known as United States Cellular Corporation and changed its name to Array Digital Infrastructure, Inc. in August 2025.
  • The company was incorporated in 1983 and is headquartered in Chicago, Illinois. Array Digital Infrastructure, Inc. is a subsidiary of Telephone and Data Systems, Inc.

Current key questions

  • Can demand and competitive position in telecom services support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Oaktree Capital Management Howard Marks 0.5% $33.4M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $33.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +724,444 / 0
Oaktree Capital Management Howard Marks 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$36.2M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +724,444 (New) Total shares 724,444 Value $33.4M

Recent mentions

No public mentions.