Position in SURG
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$30,021
+$30,021 QoQ
Shares Held
83,163
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 35 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SURG Over Time
Shares Held
Position Value (USD)
Derivatives in SURG
reported options exposure · as of Jun 30, 2026CallValue
$19,530
CallShares
54,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026CITADEL ADVISORS LLC holds $1,407,664,429 across 41 Telecom Services names. SURG ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECHO |
EchoStar CORP
|
3,403,098 | $345,414,447 | |
| 2 | T |
At&T Inc.
|
10,394,757 | $215,171,469 | |
| 3 | CHTR |
Charter Communications, Inc. /Mo/
|
1,317,247 | $187,325,695 | |
| 4 | CMCSA |
Comcast Corp
|
5,247,259 | $128,820,207 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
682,089 | $114,406,787 | |
| 6 | VZ |
Verizon Communications Inc
|
1,800,875 | $76,249,047 | |
| 7 | TU |
Telus Corp
|
5,869,915 | $62,045,001 | |
| 8 | RCI |
Rogers Communications Inc
|
1,716,408 | $55,783,259 |
All Filings in SURG
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,021 | 83,163 | Shares | Defined | 2026-09-02 | |
| 2026-06-30 | $19,530 | 54,100 | Call | Defined | 2026-09-02 | |
| 2025-09-30 | $81,490 | 29,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $47,208 | 16,800 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $185,667 | 59,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $140,883 | 45,300 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $8,280 | 4,000 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $61,893 | 29,900 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $890 | 500 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $73,845 | 41,486 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,136 | 1,200 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $43,608 | 23,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $16,560 | 9,000 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $68,585 | 21,500 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $104,951 | 32,900 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $13,698 | 3,558 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $80,465 | 20,900 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $356,510 | 92,600 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $556,635 | 86,300 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $145,125 | 22,500 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $62,712 | 13,400 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $723,996 | 154,700 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $5,283 | 1,129 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $96,301 | 13,174 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $155,703 | 21,300 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $693,719 | 94,900 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $39,512 | 8,800 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $389,283 | 86,700 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $3,936 | 600 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $1,257,552 | 191,700 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $451,360 | 99,200 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $109,158 | 22,600 | Call | Defined | 2022-08-15 | |
| 2021-12-31 | $27,439 | 13,584 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||