Slim Group Amends America Movil 13D Filing
Ticker: AMXOF · Form: SC 13D/A · Filed: May 10, 2024 · CIK: 1129137
Sentiment: neutral
Topics: ownership-filing, amendment, telecommunications
Related Tickers: AMX
TL;DR
Slim family entities updated their America Movil stake filing. No new $$$.
AI Summary
Carlos Slim Domit and other related entities have filed an amendment to their Schedule 13D, indicating a change in their beneficial ownership of America Movil SAB de CV as of May 10, 2024. The filing lists numerous group members, including various trusts and foundations associated with the Slim family, and provides contact information for Carlos Slim Helu. No specific shareholdings or dollar amounts are detailed in this excerpt.
Why It Matters
This filing signals potential shifts in control or significant holdings within America Movil, a major telecommunications company, which could impact its stock and strategic direction.
Risk Assessment
Risk Level: medium — Changes in beneficial ownership filings can indicate strategic moves by major shareholders, potentially affecting stock price and corporate governance.
Key Players & Entities
- AMERICA MOVIL SAB DE CV (company) — Subject Company
- CARLOS SLIM DOMIT (person) — Group Member
- CONTROL EMPRESARIAL DE CAPITALES S.A. DE C.V (company) — Group Member
- FUNDACION CARLOS SLIM, A.C. (company) — Group Member
- FUNDACION TELMEX, A.C. (company) — Group Member
- GRUPO FINANCIERO INBURSA, S.A.B. DE C.V. (company) — Group Member
- INSTITUTO CARLOS SLIM DE LA SALUD, A.C. (company) — Group Member
- JOHANNA MONIQUE SLIM DOMIT (person) — Group Member
- MARCO ANTONIO SLIM DOMIT (person) — Group Member
- MARIA SOUMAYA SLIM DOMIT (person) — Group Member
FAQ
What is the purpose of this SC 13D/A filing?
This filing is an amendment to a Schedule 13D, indicating a change in the beneficial ownership of America Movil SAB de CV by the reporting persons.
Who are the listed group members in this filing?
The listed group members include Carlos Slim Domit, Control Empresarial de Capitales S.A. de C.V., various Carlos Slim foundations, Grupo Financiero Inbursa, S.A.B. de C.V., Instituto Carlos Slim de la Salud, A.C., several Slim family members, and specific trusts (Trust No. F/0008, F/0126, F/0395).
What is the filing date of this amendment?
The filing date of this SC 13D/A amendment is May 10, 2024.
What is the Central Index Key (CIK) for America Movil SAB de CV?
The CIK for America Movil SAB de CV is 0001129137.
Who is listed as a filer in this document besides the group members?
Helu Carlos Slim is also listed as a filer in this document.
Filing Stats: 4,967 words · 20 min read · ~17 pages · Grade level 10.1 · Accepted 2024-05-10 16:06:42
Key Financial Figures
- $20,153,154 — es for an aggregate purchase price of US$20,153,154. The funds were obtained from the worki
- $156,123,249 — es for an aggregate purchase price of US$156,123,249. The funds were obtained from the worki
- $36,931,384 — es for an aggregate purchase price of US$36,931,384. The funds were obtained from the worki
Filing Documents
- ef20028801_sc13da.htm (SC 13D/A) — 24322KB
- 0001140361-24-025446.txt ( ) — 24324KB
From the Filing
SC 13D/A 1 ef20028801_sc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 46)* Amrica Mvil, S.A.B. de C.V. (the " Issuer ") (Name of Issuer) American Depositary Shares (" B Share ADSs "), each representing twenty (20) Series B Shares (" B Shares ") (Title of Class of Securities) 02390A101 for B Share ADSs 1 (CUSIP Number) April 30, 2024 (Date of Event Which Requires Filing of this Statement) If the filing person has previously filed a statement on Schedule 13G to report the acquisition which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 1(f) or 1(g), check the following box. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent. * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). 1 CUSIP number is for the B Share ADSs only. No CUSIP number exists for the underlying B Shares since such shares are not traded in the United States. CUSIP No. 02390A101 B Share ADSs Page 2 of 367 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY) Carlos Slim Hel 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS AF (See Item 3) 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E) 6 CITIZENSHIP OR PLACE OF ORGANIZATION Mxico NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 7 SOLE VOTING POWER 5,200,354,685 B Shares (See Item 5) 8 SHARED VOTING POWER 10,917,592,608 B Shares (See Item 5) 9 SOLE DISPOSITIVE POWER 5,200,354,685 B Shares (See Item 5) 10 SHARED DISPOSITIVE POWER 10,917,592,608 B Shares (See Item 5) 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 16,117,947,293 B Shares (See Item 5) 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)* 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 26.0% of B Shares (See Item 5) 14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)* IN CUSIP No. 02390A101 B Share ADSs Page 3 of 367 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY) Carlos Slim Domit 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS AF (See Item 3) 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E) 6 CITIZENSHIP OR PLACE OF ORGANIZATION Mxico NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 7 SOLE VOTING POWER 2,325,617,791 B Shares (See Item 5) 8 SHARED VOTING POWER 28,660,108,130 B Shares (See Item 5) 9 SOLE DISPOSITIVE POWER 2,325,617,791 B Shares (See Item 5) 10 SHARED DISPOSITIVE POWER 28,660,108,130 B Shares (See Item 5) 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 30,985,725,921 B Shares (See Item 5) 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)* 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 50.0% of B Shares (See Item 5) 14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)* IN CUSIP No. 02390A101 B Share ADSs Page 4 of 367 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY) Marco Antonio Slim Domit 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS AF (See Item 3) 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E) 6 CITIZENSHIP OR PLACE OF ORGANIZATION Mxico NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 7 SOLE VOTING POWER 2,328,055,655 B Shares (See Item 5) 8 SHARED VOTING POWER 28,660,108,130 B Shares (See Item 5) 9 SOLE DISPOSITIVE POWER 2,328,055,655 B Shares (See Item 5) 10 SHARED DISPOSITIVE POWER 28,660,108,130 B Shares (See Item 5) 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 30,988,163,785 B Shares (See Item 5) 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)* 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 50.0% of B Shares (See Item 5) 14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)* IN CUSIP No. 02390A101 B Share ADSs Page 5 of 367 1 NAMES OF RE