CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 2 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Carlos Slim Helú
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
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) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
1,494,981,507 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
1,494,981,507 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
310,206 A Shares and 8,704,460,050 L Shares (See Item 5)
|
||
12
|
|||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of A Shares and 27.5% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
IN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 3 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Carlos Slim Domit
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
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) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
1,227,570,955 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
1,227,570,955 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
310,206 A Shares and 8,426,233,045 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES x
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of A Shares and 26.7% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
IN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 4 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Marco Antonio Slim Domit
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
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) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
1,229,231,341 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
1,229,231,341 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
310,206 A Shares and 8,427,393,434 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES x
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of A Shares and 26.7% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
IN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 5 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Patrick Slim Domit
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
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) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
1,355,005,037 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
1,355,005,037 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
310,206 A Shares and 8,553,667,127 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES x
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of A Shares and 27.1% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
IN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 6 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
María Soumaya Slim Domit
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
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) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
378,368,296 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
378,368,296 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
310,206 A Shares and 8,021,130,389 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES x
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of A Shares and 25.4% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
IN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 7 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Vanessa Paola Slim Domit
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
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) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
444,847,334 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
444,847,334 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
310,206 A Shares and 8,076,209,427 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES x
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of A Shares and 25.5% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
IN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 8 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Johanna Monique Slim Domit
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
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) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
377,923,974 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
377,923,974 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
310,206 A Shares and 7,642,767,090 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
310,206 A Shares and 8,018,986,067 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES x
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of A Shares and 25.4% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
IN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 9 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Grupo Financiero Inbursa, S.A.B. de C.V. (“GFI”)
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) o
|
||
3
|
SEC USE ONLY
|
||
4
|
SOURCE OF FUNDS
WC and AF (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) or 2(e) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
-0-
|
|
8
|
SHARED VOTING POWER
310,206 A Shares and 281,396,710 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
-0-
|
||
10
|
SHARED DISPOSITIVE POWER
310,206 A Shares and 281,396,710 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
310,206 A Shares and 281,396,710 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of A Shares and 0.9% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
HC
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 10 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Inmobiliaria Carso, S.A. de C.V. (“Inmobiliaria Carso”)
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) o
|
||
3
|
SEC USE ONLY
|
||
4
|
SOURCE OF FUNDS
WC (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) or 2(e) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
-0-
|
|
8
|
SHARED VOTING POWER
1,349,245,493 L Shares (See Item 5)
|
||
9
|
SOLE DISPOSITIVE POWER
-0-
|
||
10
|
SHARED DISPOSITIVE POWER
1,349,245,493 L Shares (See Item 5)
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
1,349,245,493 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
4.3% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
CO
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 11 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Trust No. F/0008 (the “Telmex Trust”)
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) o
|
||
3
|
SEC USE ONLY
|
||
4
|
SOURCE OF FUNDS
WC (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) or 2(e) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
797,612,374 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
-0-
|
||
9
|
SOLE DISPOSITIVE POWER
797,612,374 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
-0-
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
797,612,374 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
2.5% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
EP
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 12 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Trust No. F/0395 (the “Telnor Trust”)
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) o
|
||
3
|
SEC USE ONLY
|
||
4
|
SOURCE OF FUNDS
WC (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) or 2(e) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
20,381,715 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
-0-
|
||
9
|
SOLE DISPOSITIVE POWER
20,381,715 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
-0-
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
20,381,715 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
EP
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 13 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Fundación Telmex, A.C. (“Fundación Telmex”)
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) o
|
||
3
|
SEC USE ONLY
|
||
4
|
SOURCE OF FUNDS
WC (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) or 2(e) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
82,827,766 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
-0-
|
||
9
|
SOLE DISPOSITIVE POWER
82,827,766 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
-0-
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
82,827,766 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.3% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
PN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 14 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Fundación Carlos Slim, A.C., formerly known as Fundación Carso, A.C. (“Fundación Carlos Slim” )
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
3
|
SEC USE ONLY
|
||
4
|
SOURCE OF FUNDS
WC (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) or 2(e) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
176,007,255 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
-0-
|
||
9
|
SOLE DISPOSITIVE POWER
176,007,255 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
-0-
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
176,007,255 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.6% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
PN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 15 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Instituto Carlos Slim de la Salud, A.C., formerly known as Instituto Carso Salud, A.C. (“Instituto Carlos Slim de la Salud”)
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
3
|
SEC USE ONLY
|
||
4
|
SOURCE OF FUNDS
WC (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) or 2(e) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
19,346,600 L Shares (See Item 5) 1
|
|
8
|
SHARED VOTING POWER
-0-
|
||
9
|
SOLE DISPOSITIVE POWER
19,346,600 L Shares (See Item 5) 1
|
||
10
|
SHARED DISPOSITIVE POWER
-0-
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
19,346,600 L Shares (See Item 5) 1
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
0.1% of L Shares (See Item 5) 1
|
||
14
|
TYPE OF REPORTING PERSON
PN
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 16 of 27 Pages |
1
|
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Trust No. F/0126 (the “Control Trust”)
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) x
|
||
3
|
SEC USE ONLY
|
||
4
|
SOURCE OF FUNDS
WC (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) or 2(e) o
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
México
|
||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
6,708,171,337 L Shares (See Item 5)
|
|
8
|
SHARED VOTING POWER
-0-
|
||
9
|
SOLE DISPOSITIVE POWER
6,708,171,337 L Shares (See Item 5)
|
||
10
|
SHARED DISPOSITIVE POWER
-0-
|
||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
6,708,171,337 L Shares (See Item 5)
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
21.2% of L Shares (See Item 5)
|
||
14
|
TYPE OF REPORTING PERSON
OO
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 17 of 27 Pages |
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 18 of 27 Pages |
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 19 of 27 Pages |
Class of Issuer’s
Capital Stock
|
% of Issuer’s Outstanding
Capital Stock
|
% of Combined Number of
Outstanding AA Shares and A Shares
|
L Shares
|
No more than 80%
|
|
A Shares
|
No more than 19.6%
|
No more than 49%
|
AA Shares
|
At least 20% but no more than 51%
|
No less than 51%
|
Combined AA Shares and A Shares
|
No more than 51%
|
|
Combined A Shares and L Shares
|
No more than 80%
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 20 of 27 Pages |
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 21 of 27 Pages |
Item 5.
|
Interest in Securities of the Issuer.
|
A Shares(1) |
L Shares(2)
|
||||||
Number
|
% of Class | Number |
% of Class
|
||||
Carlos Slim Helú(3)
|
310,206
|
0.1%
|
8,704,460,050
|
27.5%
|
|||
Carlos Slim Domit(4)
|
310,206
|
0.1%
|
8,426,233,045
|
26.7%
|
|||
Marco Antonio Slim Domit(5)
|
310,206
|
0.1%
|
8,427,393,434
|
26.7%
|
|||
Patrick Slim Domit(6)
|
310,206
|
0.1%
|
8,553,667,127
|
27.1%
|
|||
María Soumaya Slim Domit(7)
|
310,206
|
0.1%
|
8,021,130,389
|
25.4%
|
|||
Vanessa Paola Slim Domit(8)
|
310,206
|
0.1%
|
8,076,209,427
|
25.5%
|
|||
Johanna Monique Slim Domit(9)
|
310,206
|
0.1%
|
8,018,986,067
|
25.4%
|
|||
GFI(10)
|
310,206
|
0.1%
|
281,396,710
|
0.9%
|
|||
Inmobiliaria Carso(11)
|
- |
0.0%
|
1,327,310,269
|
4.3%
|
|||
Telmex Trust(12)
|
- |
0.0%
|
797,612,374
|
2.5%
|
|||
Telnor Trust(12)
|
- |
0.0%
|
20,381,715
|
0.1%
|
|||
Fundación Telmex(12)
|
- |
0.0%
|
82,827,766
|
0.3%
|
|||
Fundación Carlos Slim(12)
|
- |
0.0%
|
176,007,255
|
0.6%
|
|||
Instituto Carlos Slim de la Salud(12)
|
- |
0.0%
|
19,346,600
|
0.1%
|
|||
Control Trust
|
- |
0.0%
|
6,708,171,337
|
21.2%
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 22 of 27 Pages |
(1)
|
Based upon 391,112,039 A Shares outstanding as of February 24, 2011, as reported by the Mexican Stock Exchange (Bolsa Mexicana de Valores, S.A. de C.V.). Includes A Shares held in the form of A Share ADSs.
|
(2)
|
Based upon 27,912,571,631 L Shares outstanding as of February 24, 2011, as reported by the Mexican Stock Exchange. Includes L Shares held in the form of L Share ADSs. L Share totals and percentages assume that all of the A Shares and 3,709,116,330 AA Shares (which is the maximum number of AA Shares that can be converted to L Shares) held by the relevant Reporting Persons have been converted into L Shares in accordance with the restrictions set forth in Item 4 of the Schedule 13D.
|
(3)
|
Includes 1,494,983,507 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 433,288,547 AA Shares) owned directly by Carlos Slim Helú and shares owned by the Control Trust, GFI and Inmobiliaria Carso.
|
(4)
|
Includes 1,227,570,955 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 444,105,000 AA Shares) owned directly by Carlos Slim Domit and shares owned by the Control Trust, GFI and Inmobiliaria Carso.
|
(5)
|
Includes 1,299,231,341 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 444,604,997 AA Shares) owned directly by Marco Antonio Slim Domit and shares owned by the Control Trust, GFI and Inmobiliaria Carso. Includes 5,072 L Shares owned jointly by Marco Antonio Slim Domit and his children that were inadvertently omitted in Amendment Nos. 21 and 22 to this Schedule 13D filed by the Reporting Persons.
|
(6)
|
Includes 1,355,005,037 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 444,105,000 AA Shares) owned directly by Patrick Slim Domit and shares owned by the Control Trust, GFI and Inmobiliaria Carso. Includes 11,265 owned jointly by Patrick Slim Domit and his children that were inadvertently omitted in Amendment Nos. 21 and 22 to this Schedule 13D filed by the Reporting Persons.
|
(7)
|
Includes 378,368,296 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 4,997 AA Shares) owned directly by María Soumaya Slim Domit and shares owned by the Control Trust, GFI and Inmobiliaria Carso. Includes 271,500 owned jointly by Maria Soumaya Slim Domit and her husband that were inadvertently omitted in Amendment Nos. 21 and 22 to this Schedule 13D filed by the Reporting Persons.
|
(8)
|
Includes 444,847,334 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 11,404,997 AA Shares) owned directly by Vanessa Paola Slim Domit and jointly with her spouse. Includes 26,451 owned jointly by Vanessa Paola Slim Domit, her spouse and her children that were inadvertently omitted in Amendment Nos. 21 and 22 to this Schedule 13D filed by the Reporting Persons.
|
(9)
|
Includes 377,923,974 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 1,704,997 AA Shares) owned directly by Johanna Monique Slim Domit and jointly with her spouse. Includes 1,343 owned jointly by Johanna Monique Slim Domit, her spouse and her children that were inadvertently omitted in Amendment Nos. 21 and 22 to this Schedule 13D filed by the Reporting Persons.
|
(10)
|
Includes shares owned by trusts managed by GFI for the benefit of employees of entities controlled by the Slim Family. Includes 551,000 L Shares that were inadvertently omitted from Amendment Nos. 21 and 22 to this Schedule 13D filed by the Reporting Persons.
|
(11)
|
Includes shares owned by subsidiaries of Inmobiliaria Carso.
|
(12)
|
Shares disclaimed by the Slim Family.
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 23 of 27 Pages |
Item 6.
|
Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 24 of 27 Pages |
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 25 of 27 Pages |
________________________________ | |
Carlos Slim Helú
|
|
________________________________ | |
Carlos Slim Domit
|
By: /s/ Eduardo Valdés Acra
|
Eduardo Valdés Acra | |
________________________________ | Attorney-in-Fact |
Marco Antonio Slim Domit
|
March 7, 2011
|
________________________________ | |
Patrick Slim Domit
|
|
________________________________ | |
María Soumaya Slim Domit
|
|
________________________________ | |
Vanessa Paola Slim Domit
|
|
________________________________ | |
Johanna Monique Slim Domit
|
|
INMOBILIARIA CARSO, S.A. DE C.V.
|
|
________________________________ | |
By: Eduardo Valdés Acra
|
|
Title: Attorney-in-Fact
|
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 26 of 27 Pages |
GRUPO FINANCIERO
INBURSA, S.A.B. DE C.V.
|
|
________________________________ | |
By: Eduardo Valdés Acra
|
|
Title: Attorney-in-Fact
|
|
BANCO INBURSA S.A.,
INSTITUCION DE BANCA
MULTIPLE, GRUPO FINANCIERO
INBURSA, DIVISION
FIDUCIARIA, AS TRUSTEE
OF TRUST NO. F/0008
|
|
________________________________ | |
By: Eduardo Valdés Acra
|
|
Title: Attorney-in-Fact
|
|
BANCO INBURSA S.A.,
INSTITUCION DE BANCA
MULTIPLE, GRUPO FINANCIERO
INBURSA, DIVISION
FIDUCIARIA, AS TRUSTEE
OF TRUST NO. F/0395
|
|
________________________________ | |
By: Eduardo Valdés Acra
|
|
Title: Attorney-in-Fact
|
|
FUNDACIÓN TELMEX, A.C.
|
|
________________________________ | |
By: Eduardo Valdés Acra
|
|
Title: Attorney-in-Fact
|
|
FUNDACIÓN CARLOS SLIM, A.C.
|
|
________________________________ | |
By: Eduardo Valdés Acra
|
|
Title: Attorney-in-Fact
|
|
INSTITUTO CARLOS SLIM DE LA SALUD, A.C.
|
|
________________________________ | |
By: Eduardo Valdés Acra
|
|
Title: Attorney-in-Fact
|
CUSIP No. 02364W105 L Share ADSs
02364W204 A Share ADSs
|
13D | Page 27 of 27 Pages |
BANCO INBURSA S.A.,
INSTITUCION DE BANCA
MULTIPLE, GRUPO FINANCIERO
INBURSA, DIVISION
FIDUCIARIA, AS TRUSTEE
OF TRUST NO. F/0126
|
|
________________________________ | |
By: Eduardo Valdés Acra
|
|
Title: Attorney-in-Fact
|