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What smart money is saying about Cellnex TelecomSpain flag

CLNX.MC · Real Estate · Real Estate - Services · Market cap $21.76B

1 fund in our archive has pitched Cellnex Telecom — most recently Ennismore Global Equity Fund in June 2025.

Company profile

Cellnex Telecom, S.A. operates infrastructure for wireless telecommunication in Austria, Denmark, Spain, France, Ireland, Italy, the Netherlands, Poland, Portugal, the United Kingdom, Sweden, and Switzerland. It operates through three segments: Telecom Infrastructure Services, Broadcasting Networks, and Network Services and Others. The company offers co-location services in its infrastructure for mobile operators to install telecommunications and wireless broadcasting equipment; distributed antenna system and small cells, a network of spatially separated antenna nodes connected to a common source through transport medium that provides wireless services. It also provides broadcasting network services, including digital terrestrial television (DTT), hybrid DTT, satellite DTT services, and premium DTT services; FM and digital radio services; and internet media services, such as online multiscreen video solutions, online business support solutions, and content distribution services. In addition, it offers data transportation services comprising satellite transportation, digital terrestrial circuits, Amazon direct connect, and internet throughput services; security and control services, which include security and emergency networks, terminals, forest fire early warning systems, and control centers; and smart communication networks, including wireless broadband, irrigation management services in rural settings, and Internet of Things services. Further, it offers smart services for city management; engineering/consulting, and operation and maintenance services; and constructs and operates optic fiber telecommunications. The company serves mobile network operators, broadcasters, and administrations. The company was formerly known as Abertis Telecom Terrestre, S.A.U. and changed its name to Cellnex Telecom, S.A. in April 2015. Cellnex Telecom, S.A. was incorporated in 2008 and is headquartered in Madrid, Spain.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q2 2025 and Q3 2026, 1 fund letter reported a position in Cellnex Telecom, with no move described.

Fund letters reporting a position in Cellnex Telecom, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20250001

Fund activity · 1 position

  • HoldsGuinness Global Real Assets Fund
    July 2026
    Cellnex, the Spanish telecoms tower operator, has signed O2 onto its mobile connectivity project on the Brighton Main Line, a busy 108km rail route linking London, Gatwick Airport, and the South Coast, used by over 300,000 passengers daily.
    Read the letterCellnex Telecom

Fund coverage · 1 thesis

  • Ennismore Global Equity Fund
    June 2025

    Cellnex Telecom is transitioning from aggressive expansion to a focus on efficiency and shareholder value under new management.

    Read the full thesis

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