Sector
Communication &Amp; Media
Q2 2026: 2.7% of the giants’ composite, 39 companies held; estimated net buying of $2.1B this quarter.
I
The 20 Most Heavily Held Companies in This Sector
Ranked by composite weight.
| Rank | Company | Giants holding | Composite weight | This quarter |
|---|---|---|---|---|
| 1 | DISWalt Disney Co | 10 | 0.40% | bought 4 sold 7 |
| 2 | NFLXNetflix Inc | 9 | 0.33% | bought 5 sold 1 |
| 3 | WBDWarner Bros. Discovery, Inc | 3 | 0.23% | bought 3 sold 0 |
| 4 | SPOTSpotify Technology S.A | 5 | 0.19% | bought 2 sold 1 |
| 5 | TDSTelephone and Data Systems | 2 | 0.17% | bought 1 sold 1 |
| 6 | SIRISirius XM Holdings Inc | 4 | 0.16% | bought 1 sold 1 |
| 7 | FWONKLiberty Media Corp | 1 | 0.15% | bought 0 sold 2 |
| 8 | GTNGray Media Inc | 1 | 0.12% | bought 1 sold 0 |
| 9 | LBTYALiberty Global Ltd | 3 | 0.10% | bought 0 sold 1 |
| 10 | QUADQuad/Graphics, Inc | 1 | 0.09% | bought 0 sold 1 |
| 11 | DJCODaily Journal Corp | 1 | 0.08% | bought 0 sold 0 |
| 12 | CMCSAComcast Corp | 8 | 0.08% | bought 2 sold 3 |
| 13 | TDAYUSA Today Co Inc | 2 | 0.07% | bought 0 sold 1 |
| 14 | FOXAFox Corp | 1 | 0.07% | bought 1 sold 0 |
| 15 | IDTIDT Corp | 1 | 0.06% | bought 0 sold 1 |
| 16 | TMETencent Music Entertainment Group | 2 | 0.04% | bought 1 sold 2 |
| 17 | NWSANews Corp | 1 | 0.04% | bought 1 sold 0 |
| 18 | GLIBKLiberty Capital Corp | 2 | 0.04% | bought 1 sold 1 |
| 19 | SHENShenandoah Telecommunications Co | 1 | 0.04% | bought 0 sold 1 |
| 20 | VSNTVersant Media Group, Inc | 2 | 0.03% | bought 1 sold 1 |
II
Money Flows
Estimated Net Buying (Last 20 Quarters)
Share of the Composite (from 2013)
III
Giants Most Invested in This Sector
| Giant | Weight | Companies |
|---|---|---|
| Bill Miller | 17.0% | 5 |
| Dan Loeb | 16.5% | 2 |
| Howard Marks | 11.5% | 7 |
| Josh Tarasoff | 10.4% | 2 |
| Nick Train | 9.5% | 1 |
| Ruane, Cunniff & Goldfarb | 8.7% | 7 |
| Thomas Kahn | 8.7% | 3 |
| Yacktman | 8.4% | 7 |
| David Einhorn | 6.6% | 5 |
| Francis Chou | 5.6% | 1 |