Applied Finance Capital Management, LLC

Position in VZ — Verizon Communications Inc

CIK 1966007 SAN JUAN, PR

Position in VZ

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$21,593,315

-$13,978,405 QoQ

Shares Held

509,998

-28.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#334

of 3,107 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Communication Services · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $24,702,273 across 5 Telecom Services names. VZ ranks #1 (87.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	509,998	$21,593,315
2	TMUS	T-Mobile US, Inc.	9,573	$1,605,679
3	T	At&T Inc.	30,791	$637,373
4	CMCSA	Comcast Corp	25,916	$636,237
5	CHTR	Charter Communications, Inc. /Mo/	1,615	$229,669

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,593,315	509,998	-28.0%	Shares	Sole	2026-07-28
2026-03-31	$35,571,720	708,600	+13.5%	Shares	Sole	2026-05-04
2025-12-31	$25,430,875	624,377	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$27,836,523	633,368	+3.6%	Shares	Sole	2025-11-06
2025-06-30	$26,463,196	611,583	-13.2%	Shares	Sole	2025-07-29
2025-03-31	$31,950,495	704,376	-35.5%	Shares	Sole	2025-05-07
2024-12-31	$43,667,400	1,091,958	-2.0%	Shares	Sole	2025-02-13
2024-09-30	$50,049,949	1,114,450	+3.3%	Shares	Sole	2024-11-08
2024-06-30	$44,477,010	1,078,492	+36.1%	Shares	Sole	2024-07-31
2024-03-31	$33,261,733	792,701	+12.1%	Shares	Sole	2024-05-07
2023-12-31	$26,647,830	706,839	+29.7%	Shares	Sole	2024-02-08
2023-09-30	$17,661,926	544,953	+27.3%	Shares	Sole	2023-11-08
2023-06-30	$15,923,456	428,165	+7.3%	Shares	Sole	2023-08-14
2023-03-31	$15,523,060	399,153	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$15,611,974	396,243	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.