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PARAMOUNT SKYDANCE CORP PSKY

Paramount Skydance Corporation operates as a media and entertainment company worldwide. It operates in three segments: Studios, Direct-to-Consumer, and TV Media.

Company profile

Business mix

  • It operates in three segments: Studios, Direct-to-Consumer, and TV Media.
  • It also provides domestic and international television studio operations, including CBS Studios, Paramount Television Studios, and Showtime.
  • In addition, the company offers a portfolio of domestic and international pay and free streaming services, including Paramount+, Pluto TV, and BET+.
  • Further, it produces and acquires films, series, and short-form content for release and licensing worldwide, including in theaters, on streaming services, on television, through home entertainment, and DVDs, Blu-ray.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 0.3% $23.0M 2026-03-31
Semper Augustus Investments Group Christopher Bloomstran 0.7% $5.9M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $28.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +3,199,027 / 0
Semper Augustus Investments Group Christopher Bloomstran 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$12.5M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.0% 13F value change -$3.6M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.0% 13F value change -$2.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +652,707 (New) Total shares 652,707 Value $5.9M
Ariel Investments John Rogers 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$56.8M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -13.8% 13F value change -$22.1M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -1.6% 13F value change -$11.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 3 periods +2,546,320 (New) Total shares 2,546,320 Value $23.0M

Recent mentions

No public mentions.