What smart money is saying about Lumen Technologies
No fund has written a full thesis on Lumen Technologies in our archive, but 1 fund letter reports a position in it, most recently Antipodes Global SMID Active ETF (ASX:MIDS) in September 2026.
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Position history
Every position in Lumen Technologies on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- New positionAntipodes Global SMID Active ETF (ASX:MIDS)September 2026
“Within the connectivity and compute, the fund re-initiated a position in Lumen Technologies.”
Lumen Technologies
Also mentioned · 3
These funds discuss Lumen Technologies as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedHorizon KineticsJune 2026
“That is why companies such as Level 3, CenturyLink (now Lumen), AT&T, and Verizon have been disappointing investments, all trading significantly below their respective 1999 stock price levels.”
Lumen Technologies - MentionedHorizon KineticsJune 2026
“That is why companies such as Level 3, CenturyLink (now Lumen), AT&T, and Verizon have been disappointing investments, all trading significantly below their respective 1999 stock price levels.”
Lumen Technologies - MentionedAtai CapitalJune 2025
“It turned out that Cable One had pushed ARPUs high enough that it became economically viable for AT&T, Lumen, and others to overbuild their more rural markets.”
Lumen Technologies
Read the letters behind these Lumen Technologies positions
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