SATS
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 5.43 | EPS (TTM) | -50.33 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| State Street | 14.5M | 0.1% | +163% |
| Fidelity Management | 9.1M | 0.1% | +22% |
| BlackRock, Inc. | 8.7M | 0.0% | −5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.7M | 0.0% | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.7M | 0.0% | n/a |
| Darsana Capital Partners LP | 7.0M | 17.4% | ±0% |
Top institutional owners for SATS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUN 16 | Manson Dean | SELL | 4K | −$522K |
| JUN 09 | Akhavan Hamid | SELL | 8K | −$909K |
| JUN 08 | Manson Dean | SELL | 10K | −$1M |
0 insider buys, 3 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SATS yet.