NASDAQ · Telecommunications

SHENANDOAH TELECOMMUNICATION SHEN

Shenandoah Telecommunications Company, together with its subsidiaries, provides broadband services and video and voice services in the United States. The company offers broadband internet, video, and voice services; high-speed Ethernet and dark fiber leasing services; and managed network services to residential and commercial customers in Virginia, West Virginia, Maryland, Pennsylvania, Kentucky, Delaware, Ohio, and Indiana through fiber optics under the brand name of Glo Fiber and hybrid fiber coaxial cable under the Shentel brand name.

Telecommunications Equipment

Company profile

Business mix

  • The company offers broadband internet, video, and voice services; high-speed Ethernet and dark fiber leasing services.
  • It also provides Ethernet and wavelength fiber optic services to enterprise and wholesale customers under the Glo Fiber Business brand names; and DSL telephone services.
  • The company was founded in 1902 and is based in Edinburg, Virginia.

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 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF -27.66% Buyback -0.76%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Southeastern Asset Management Mason Hawkins 2.2% $45.3M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $7.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +20.1% +492,056 / 2,448,240
Southeastern Asset Management Mason Hawkins 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 20.1% 13F value change +$1.1M
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 2,448,240 Last 2 periods +492,056 (+20.1%) Total shares 2,940,296 Value $45.3M

Recent mentions

No public mentions.