Alluvial
ZEG · Phone & cable networks

Zegona Communications

Owns Vodafone Spain, a big mobile phone and internet company.
Bought more

What the manager says

In short: Owns Vodafone Spain; turnaround working, stock only 7–8x free cash flow, so buying more after a dip.

The numbers

Share of the fund
13.8%
$14 of every $100 · Biggest of 10
Named in
Q2 2026 letter
Also owned by
No other fund we follow
More about Zegona Communications
This fund doesn’t file the government report, so share counts aren’t public.
Read the letter
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works