Tom Gayner Exits FedEx Stake; Cable One Schedules Q4 2025 Results Call
By early February, Tom Gayner’s fund fully divested its FedEx stake and reallocated capital into broadband infrastructure and consumer technology holdings. Cable One has scheduled a conference call to review its fourth-quarter and full-year 2025 results, including subscriber growth and 2026 capital expenditure guidance.
1. Portfolio Rebalancing by Tom Gayner
Tom Gayner’s portfolio team completed a full exit of its FedEx Corp position by early February, signaling a strategic shift away from logistics. The proceeds were directed into broadband infrastructure and consumer technology holdings to capture higher-yielding growth in digital services.
2. Cable One Conference Call Details
Cable One has announced a conference call for investors to discuss its fourth-quarter and full-year 2025 performance. Management will review revenue trends, subscriber additions, and provide preliminary 2026 capital expenditure and service rollout guidance.