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Soviero Asset Management, LP: LUMN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Soviero Asset Management, LP on LUMN, newest first. How the timeline and the estimate are built.

Soviero Asset Management, LP held 450,000 LUMN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 450,000 shares
    Change vs previous 13F -50,000 shares

    1.68% of the 13F portfolio, value $3,456,000.

    13F-HR 0001013594-26-000896 filed by Soviero Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 500,000 shares
    Change vs previous 13F -40,000 shares

    1.95% of the 13F portfolio, value $3,475,000.

    13F-HR 0001013594-26-000593 filed by Soviero Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 540,000 shares
    Change vs previous 13F +20,000 shares

    2.19% of the 13F portfolio, value $4,195,800.

    13F-HR 0001013594-26-000247 filed by Soviero Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 520,000 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $3,182,400.

    13F-HR 0001013594-25-001408 filed by Soviero Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).