What smart money is saying about Paramount Skydance
No fund has written a full thesis on Paramount Skydance in our archive, but 1 fund letter reports a position in it, most recently Ariel Investments Small, Small Concentrated, Small/Mid and Mid Cap Value Strategies in June 2026.
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Position history
Every position in Paramount Skydance on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 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
“Eliminated positions for quarter ending June 30, 2026: Company Name Exit Rationale Small Cap Value Small Cap Value Con. Small/Mid Cap Value Mid Cap Value ADT, Inc. Sold in order to redeploy capital into higher conviction opportunities. ⬢ Hackett Group, Inc. Sold to pursue other opportunities. ⬢ Kennametal, Inc. Sold on valuation. ⬢ ⬢ Molson Coors Beverage Company Sold in order to redeploy capital into higher conviction opportunities. ⬢ nVent Electric plc Sold as the name grew beyond the upper limit of Ariel Small Cap Value and Ariel Small Cap Value Concentrated’s capitalization range. ⬢ ⬢ Paramount Skydance Corporation Sold as the name approached our estimate of private market value.”
Paramount Skydance
Also mentioned · 2
These funds discuss Paramount Skydance as a competitor, benchmark or comparable, without disclosing a position in it.
- October 2026
“• Paramount Skydance (PSKY): The highly anticipated Paramount Skydance financing officially launched during the final week of September.”
Paramount Skydance - September 2026
“Recent months brought two of the largest bond deals on record, from SoftBank and Paramount Skydance.”
Paramount Skydance
Read the letters behind these Paramount Skydance positions
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