0001420506-23-002072.txt : 20231114 0001420506-23-002072.hdr.sgml : 20231114 20231114083401 ACCESSION NUMBER: 0001420506-23-002072 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Zeno Research, LLC CENTRAL INDEX KEY: 0001792460 IRS NUMBER: 843248262 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20842 FILM NUMBER: 231401783 BUSINESS ADDRESS: STREET 1: 437 MADISON AVE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 646-258-4386 MAIL ADDRESS: STREET 1: 437 MADISON AVE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001792460 XXXXXXXX 09-30-2023 09-30-2023 false Zeno Research, LLC
437 MADISON AVE 21ST FLOOR NEW YORK NY 10022
13F HOLDINGS REPORT 028-20842 000306283 801-121140 N
Felix Wai Managing Member 646-258-4386 Felix Wai, Managing Member NEW YORK NY 11-14-2023 0 26 222531511 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR ZENO RESEARCH, LLC (6784) ALPHABET INC CAP STK CL A 02079K305 3985210 30454 SH SOLE 30454 0 0 AT&T INC COM 00206R102 23700163 1577907 SH SOLE 1577907 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 15738959 35785 SH SOLE 35785 0 0 CINEMARK HLDGS INC COM 17243V102 4059956 221251 SH SOLE 221251 0 0 CROWN CASTLE INC COM 22822V101 12315547 133821 SH SOLE 133821 0 0 DIGITAL RLTY TR INC COM 253868103 21451763 177258 SH SOLE 177258 0 0 ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 5581870 280496 SH SOLE 280496 0 0 FOX CORP CL A COM 35137L105 8005982 256602 SH SOLE 256602 0 0 FRONTIER COMMUNICATIONS PARE COM 35909D109 6256260 399761 SH SOLE 399761 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 1950610 23369 SH SOLE 23369 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 3058992 49101 SH SOLE 49101 0 0 LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813 2347584 92243 SH SOLE 92243 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 6237550 75115 SH SOLE 75115 0 0 META PLATFORMS INC CL A 30303M102 11833978 39419 SH SOLE 39419 0 0 NETFLIX INC COM 64110L106 5930208 15705 SH SOLE 15705 0 0 OMNICOM GROUP INC COM 681919106 11056035 148443 SH SOLE 148443 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 20613323 535729 SH SOLE 535729 0 0 ROKU INC COM CL A 77543R102 1477166 20926 SH SOLE 20926 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 2968514 126266 SH SOLE 126266 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 5979001 38664 SH SOLE 38664 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 486451 3465 SH SOLE 3465 0 0 TEGNA INC COM 87901J105 3631281 249230 SH SOLE 249230 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 6774700 370000 SH Call SOLE 370000 0 0 THE TRADE DESK INC COM CL A 88339J105 7040690 90092 SH SOLE 90092 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 3016202 277735 SH SOLE 277735 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 27033516 860940 SH SOLE 860940 0 0