TSAT
Technology Hardware & Equipment
CROWD: GREEN
Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
32
of 75 total, index funds excluded
Conviction
10 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2021Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $1.6B held
| Fund | Value | Note |
|---|
| Public Sector Pension Inves… |
$659M |
|
| MHR FUND MANAGEMENT LLC |
$653M |
|
| GAMCO INVESTORS, INC. ET AL |
$64M |
|
| Rubric Capital Management LP |
$31M |
|
| GABELLI FUNDS LLC |
$26M |
|
| Heard Capital LLC |
$22M |
|
| NEXPOINT ASSET MANAGEMENT, … |
$14M |
|
| LM Asset Management Inc. |
$14M |
|
| PenderFund Capital Manageme… |
$13M |
|
| Vestcor Inc |
$9M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.