Heard Capital LLC: AMERICAN TOWER CORP (AMT): Quarterly 13F Position History
As of Q1 2026, Heard Capital LLC reported 1,112,105 shares of AMERICAN TOWER CORP (AMT), worth $191.9M and representing 9.9% of its 13F equity book. Quarter-over-quarter share count change: 50,335 (-4.3%) . The position first appeared in Q4 2019 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.
- 1,112,105Shares Held (Latest Filing)
- $191.9MReported Market Value (Latest Filing)
- 9.9%Portfolio Weight (% of 13F Equity Book)
- 50,335Quarter-over-Quarter Share Change
- -$12.2MQuarter-over-Quarter Value Change
- 1,162,440Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,112,105 | 50,335 | -4.3% | $191.9M | 9.9% | $172.6 |
| Q4 2025 | 1,162,440 | +146,075 | +14.4% | $204.1M | 9.6% | $175.6 |
| Q3 2025 | 1,016,365 | +191,155 | +23.2% | $195.5M | 10.6% | $192.3 |
| Q2 2025 | 825,210 | +23,998 | +3.0% | $182.4M | 9.5% | $221.0 |
| Q1 2025 | 801,212 | 156,866 | -16.4% | $174.3M | 10.4% | $217.6 |
| Q4 2024 | 958,078 | +167,753 | +21.2% | $175.7M | 10.5% | $183.4 |
| Q3 2024 | 790,325 | 223,368 | -22.0% | $183.8M | 10.3% | $232.6 |
| Q2 2024 | 1,013,693 | +66,525 | +7.0% | $197.0M | 12.0% | $194.4 |
| Q1 2024 | 947,168 | +188,370 | +24.8% | $187.2M | 11.8% | $197.6 |
| Q4 2023 | 758,798 | 165,757 | -17.9% | $163.8M | 11.0% | $215.9 |
| Q3 2023 | 924,555 | +167,910 | +22.2% | $152.0M | 11.4% | $164.4 |
| Q2 2023 | 756,645 | +72,565 | +10.6% | $146.7M | 11.3% | $193.9 |
| Q1 2023 | 684,080 | +279,778 | +69.2% | $139.8M | 11.6% | $204.3 |
| Q4 2022 | 404,302 | +113,727 | +39.1% | $85.7M | 9.3% | $211.9 |
| Q3 2022 | 290,575 | +31,420 | +12.1% | $62.4M | 7.5% | $214.7 |
| Q2 2022 | 259,155 | 153,513 | -37.2% | $66.2M | 7.3% | $255.6 |
| Q1 2022 | 412,668 | +208,637 | +102.3% | $103.7M | 9.5% | $251.2 |
| Q4 2021 | 204,031 | +58,111 | +39.8% | $59.7M | 9.3% | $292.5 |
| Q3 2021 | 145,920 | 796 | -0.5% | $38.7M | 7.5% | $265.4 |
| Q2 2021 | 146,716 | 1,274 | -0.9% | $39.6M | 9.0% | $270.1 |
| Q1 2021 | 147,990 | +10,571 | +7.7% | $35.4M | 10.0% | $239.1 |
| Q4 2020 | 137,419 | +39,054 | +39.7% | $30.8M | 10.3% | $224.5 |
| Q3 2020 | 98,365 | +21,850 | +28.6% | $23.8M | 9.9% | $241.7 |
| Q2 2020 | 76,515 | +5,822 | +8.2% | $19.8M | 9.8% | $258.5 |
| Q1 2020 | 70,693 | +9,716 | +15.9% | $15.4M | 9.2% | $217.8 |
| Q4 2019 | 60,977 | — | — | $14.0M | 9.6% | $229.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Heard Capital LLC first disclose a AMT position in 13F-HR filings?
Heard Capital LLC first reported AMERICAN TOWER CORP (AMT) on its 13F-HR filing for the period ending 2019-12-31 (Q4 2019). The position has appeared on 26 reported quarters within Pactolio's tracked window.
What was Heard Capital LLC's most recent quarter-over-quarter share-count change in AMT?
Between Q4 2025 and Q1 2026, Heard Capital LLC reduced its AMT position by 50,335 shares (-4.3%), leaving 1,112,105 shares at a market value of $191.9M.
Does the implied price-per-share represent Heard Capital LLC's cost basis in AMT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.