Latest moves
No moves from Carlos Slim Helu & family in the digest yet. The archive grows every morning.
Recent SEC filings
SEC filings · last 90 days
Showing the 15 newest of 19 filings in the last 90 days.
Form 4 insider trades post within 2 business days. 13F fund holdings can arrive 45 days after quarter end. New to filings? Read Filings 101.
Footprint
Companies
More
- Ticker
- AMX
- Exchange
- NYSE / BMV (AMXB)
- Role
- Controlling family; Carlos Slim Helú is honorary chairman; son Carlos Slim Domit chairs the board (Apr 2026)
- Stake
- Family Trust 29.5% of B shares; Slim family members directly 22.9% of B shares (incl. Carlos Slim Helú individually 8.6%)
- Stake as of
- 2026-03-31
More
- Ticker
- GCARSOA1
- Exchange
- BMV
- Role
- Founder; family controls
- Stake
- Family owns 76% (per Forbes)
- Stake as of
- 2026-09-24
More
- Ticker
- GFINBURO
- Exchange
- BMV
- Role
- Founder; family-controlled (Inbursa co-files Slim family 13G reports)
More
- Ticker
- TKA
- Exchange
- Vienna
- Role
- Controlled by América Móvil under 10-year syndicate agreement with ÖBAG (signed Feb 6, 2023)
- Stake
- América Móvil held 60.9%
- Stake as of
- 2025-12-31
More
- Role
- Grupo Carso upstream subsidiary (Carso's 'upstream investment arm'); acquired an additional 30.1% of Talos Energy Mexico 7 in Mar 2026
Stakes
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- Ticker
- TALO
- Stake
- 23.4% (39,079,036 shares); down from 24.5% at Mar 26, 2026
- Stake as of
- 2026-09-15
More
- Ticker
- PBF
- Stake
- 14.3% (16,862,128 shares); down from 17.3% at Mar 24, 2026 (switched from 13D to passive 13G) and ~26.5% in Mar 2025
- Stake as of
- 2026-06-30
More
- Ticker
- TKC
- Stake
- ~6.4% aggregate (up from 5.1% at first 13G, event Mar 30, 2026)
- Stake as of
- 2026-06-30
More
- Stake
- Indirect; Talos Mexico holds 17.4% of Zama
- Stake as of
- 2026-03-25
More
- Ticker
- BT.A
- Stake
- ~3% June 2024, raised to 4.3% Sept 2024 (per Wikipedia summary of press)
- Stake as of
- 2024-09
Investment vehicles
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- Type
- holding co
- Notes
- Family holding company; all voting equity owned by a Mexican trust whose beneficiaries are the Slim Family. Holds Talos, PBF, Turkcell stakes; files Form 4s/13D/13G.
More
- Type
- trust
- Notes
- Owns all voting securities of Control Empresarial; holds 29.5% of América Móvil B shares (Mar 31, 2026).
More
- Type
- holding co
- Notes
- Carso upstream investment vehicle for non-operated Mexican oil stakes (Zama, Block 30/Kan).
Private deals
More
- In full
- Grupo Carso (via Zamajal subsidiary Mx Delta NRG 1) signed binding agreement to buy TotalEnergies' 30% non-operated interest in Gulf of Mexico Block 30 (Kan discovery, est. 200-300 MMboe); Harbour Energy keeps 70% as operator; price undisclosed; subject to government approval
- Date
- 2026-07-16
More
- In full
- Zamajal bought an additional 30.1% of Talos Energy Mexico 7 (holder of 17.4% of the Zama field); Talos booked ~$49.7M proceeds in Q1 2026 (additional consideration reportedly contingent on first oil)
- Date
- 2026-03
More
- In full
- Grupo Carso signed ~$1.99B contract with Pemex to drill 32 wells at the Ixachi gas/condensate field (Veracruz) over three years; Pemex payments start Jan 2027 from hydrocarbon sales
- Date
- 2025-09-29
More
- In full
- Slim family/Control Empresarial took a stake in Turkcell ADSs (first 13G, event Mar 30, 2026; raised to ~6.4% by June 30, 2026)
- Date
- 2026-03-30
Real estate
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- Type
- Corporate campus (former PepsiCo Americas Beverages HQ)
- Price
- 87000000
- Date
- 2015 (old)
More
- Type
- Plaza Carso mixed-use complex (Carso HQ, Museo Soumaya, Inbursa Aquarium)
- Date
- developed 2010s
- Via
- Carso group companies
Trophies
More
- In full
- Museo Soumaya (Mexico City, opened 2011; run by Fundación Carlos Slim) housing Slim's art collection of ~66,000 pieces, including one of the largest Rodin collections outside France
Legal & regulatory
More
- In full
- Grupo Carso's Ixachi drilling contract makes it Pemex's most prominent private partner; Pemex pays from 2027 out of project hydrocarbon revenue (credit exposure to state-owned Pemex)
More
- In full
- Talos Energy cooperation (standstill-type) agreement with Control Empresarial extended on Dec 8, 2025 through Dec 16, 2026
Giving
Research gaps: WebSearch budget for the session was exhausted early in this person's research, so coverage relies on SEC EDGAR filings and a few fetched pages. Not verified: current Grupo Carso/Inbursa family % from BMV filings (Forbes 76% for Carso used), Mexican IFT/CRT regulatory status of América Móvil (preponderance, 2025 telecom law), current status of Pachuca/León stakes, BT Group stake after 2024, Minera Frisco/Grupo Sanborns/Sitios Latinoamérica stakes, recent real estate (only older reported properties listed). Zamajal ownership split reported differently (90/10 Carso/Control Empresarial per Talos 2023; Carso 80% per Mexico Business News). Mexican foundations have no US EIN. Wikipedia used as fallback for older facts.
Prices via Finnhub · as of Sep 24, 2026 4:00 PM ET. For information only.
What to watch
More
- In full
- Further Talos Energy share sales by Control Empresarial (stake cut to 23.4% by Sept 15, 2026) and fate of cooperation agreement expiring Dec 16, 2026
- When
- 2026-12-16