Filing Details

Accession Number:
0000903423-16-001243
Form Type:
13D Filing
Publication Date:
2016-08-31 17:33:40
Filed By:
Helu Carlos Slim
Company:
America Movil S A B De C V (NYSE:AMX)
Filing Date:
2016-09-01
SEC Url:
13D Filing
Ownership Summary

Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.

Name Sole Voting Power Shared Voting Power Sole Dispositive Power Shared Dispositive Power Aggregate Amount Owned Power Percent of Class
Carlos Slim Hel 4,950,586,338 11,518,882,884 4,950,586,338 11,518,882,884 16,469,469,222 31.8%
Carlos Slim Domit 2,213,920,468 20,667,698,227 2,213,920,468 20,667,698,227 22,234,630,137 42.9%
Marco Antonio Slim Domit 2,216,241,246 20,667,698,227 2,216,241,246 20,667,698,227 22,236,950,915 42.9%
Patrick Slim Domit 1,182,954,921 20,667,698,227 1,182,954,921 20,667,698,227 21,527,158,869 41.5%
Mar a Soumaya Slim Domit 756,193,592 20,667,698,227 756,193,592 20,667,698,227 21,423,881,825 41.4%
Vanessa Paola Slim Domit 891,695,928 20,667,698,227 891,695,928 20,667,698,227 21,536,584,161 41.6%
Johanna Monique Slim Domit 917,057,873 20,667,698,227 917,057,873 20,667,698,227 21,545,357,158 41.6%
Grupo Financiero Inbursa, S.A.B. de C.V. ( GFI ) 0 1,117,065,723 0 1,117,065,723 1,117,065,723 2.2%
Inversora Carso, S.A. de C.V., formerly known as Inmobiliaria Carso, S.A. de C.V. ( Inversora Carso ) 0 10,401,817,161 0 10,401,817,161 10,401,817,161 20.1%
Trust No. F 0008 (the Telmex Trust ) 1,575,020,356 0 1,575,020,356 0 1,575,020,356 3.0%
Trust No. F 0395 (the Telnor Trust ) 40,763,440 0 40,763,440 0 40,763,440 0.1%
Fundaci n Telmex, A.C. ( Fundaci n Telmex ) 168,049,532 0 168,049,532 0 168,049,532 0.3%
Fundaci n Carlos Slim, A.C., formerly known as Fundaci n Carso, A.C. ( Fundaci n Carlos Slim ) 374,514,518 0 374,514,518 0 374,514,518 0.7%
Instituto Carlos Slim de la Salud, A.C., formerly known as Instituto Carso Salud, A.C. ( Instituto Carlos Slim de la Salud ) 38,693,200 0 38,693,200 0 38,693,200 0.1%
Trust No. F 01 13,530,250,171 0 13,530,250,171 0 13,530,250,171 26.1%
Filing

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
_______________

SCHEDULE 13D
Under the Securities Exchange Act of 1934
(Amendment No. 42)

América Móvil, S.A.B. de C.V. (the “Issuer”)

(Name of Issuer)

American Depositary Shares (“L Share ADSs”), each representing 20 Series L Shares (“L Shares”)

(Title of Class of Securities)

 

02364W105 for L Share ADSs1

(CUSIP Number)

 


Raúl Humberto Zepeda Ruíz
Paseo de las Palmas No. 750-7

Colonia Lomas de Chapultepec,

México 11000, Distrito Federal
(5255) 5625-4900

 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

 

July 26, 2016

(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 that is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box ☐.

 

(Continued on the following pages)
(Page 1 of 23 Pages)


1 CUSIP number is for the L Share ADSs only. No CUSIP number exists for the underlying L Shares since such shares are not traded in the United States.

 
CUSIP No. 02364W105 L Share ADSs 13D Page 2 of 23 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) ☐

(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

México

NUMBER OF SHARES 7

SOLE VOTING POWER

4,950,586,338 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

11,518,882,884 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

4,950,586,338 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

11,518,882,884 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

16,469,469,222 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES ☒
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

31.8% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

IN

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 3 of 23 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) ☐

(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

México

NUMBER OF SHARES 7

SOLE VOTING POWER

2,213,920,468 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

20,667,698,227 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

2,213,920,468 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

20,667,698,227 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

22,234,630,137 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

42.9% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

IN

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 4 of 23 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) ☐

(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

México

NUMBER OF SHARES 7

SOLE VOTING POWER

2,216,241,246 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

20,667,698,227 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

2,216,241,246 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

20,667,698,227 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

22,236,950,915 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES ☒
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

42.9% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

IN

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 5 of 23 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) ☐

(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

México

NUMBER OF SHARES 7

SOLE VOTING POWER

1,182,954,921 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

20,667,698,227 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

1,182,954,921 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

20,667,698,227 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

21,527,158,869 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

41.5% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

IN

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 6 of 23 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) ☐

(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

México

NUMBER OF SHARES 7

SOLE VOTING POWER

756,193,592 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

20,667,698,227 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

756,193,592 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

20,667,698,227 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

21,423,881,825 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

41.4% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

IN

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 7 of 23 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) ☐

(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

México

NUMBER OF SHARES 7

SOLE VOTING POWER

891,695,928 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

20,667,698,227 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

891,695,928 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

20,667,698,227 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

21,536,584,161 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

41.6% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

IN

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 8 of 23 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) ☐

(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

México

NUMBER OF SHARES 7

SOLE VOTING POWER

917,057,873 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

20,667,698,227 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

917,057,873 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

20,667,698,227 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

21,545,357,158 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

41.6% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

IN

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 9 of 23 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) ☐

(b) ☒

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)
6

CITIZENSHIP OR PLACE OF ORGANIZATION

México

NUMBER OF SHARES 7

SOLE VOTING POWER

-0-

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

1,117,065,723 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

-0-

WITH 10

SHARED DISPOSITIVE POWER

1,117,065,723 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

1,117,065,723 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

2.2% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

HC

       

 

 
CUSIP No. 02364W105 L Share ADSs 13D Page 10 of 23 Pages

 

1

NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)

Inversora Carso, S.A. de C.V., formerly known as Inmobiliaria Carso, S.A. de C.V. (“Inversora Carso”)

2

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a) ☐

(b) ☒

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)
6

CITIZENSHIP OR PLACE OF ORGANIZATION

México

NUMBER OF SHARES 7

SOLE VOTING POWER

-0-

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

10,401,817,161 L Shares (See Item 5)

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

-0-

WITH 10

SHARED DISPOSITIVE POWER

10,401,817,161 L Shares (See Item 5)

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

10,401,817,161 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

20.1% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

CO

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 11 of 23 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) ☐

(b) ☒

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)
6

CITIZENSHIP OR PLACE OF ORGANIZATION

México

NUMBER OF SHARES 7

SOLE VOTING POWER

1,575,020,356 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

-0-

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

1,575,020,356 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

-0-

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

1,575,020,356 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

3.0% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

EP

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 12 of 23 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) ☐

(b) ☒

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)
6

CITIZENSHIP OR PLACE OF ORGANIZATION

México

NUMBER OF SHARES 7

SOLE VOTING POWER

40,763,440 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

-0-

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

40,763,440 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

-0-

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

40,763,440 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
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 13D Page 13 of 23 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) ☐

(b) ☒

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)
6

CITIZENSHIP OR PLACE OF ORGANIZATION

México

NUMBER OF SHARES 7

SOLE VOTING POWER

168,049,532 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

-0-

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

168,049,532 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

-0-

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

168,049,532 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
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 13D Page 14 of 23 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) ☐

(b) ☒

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)
6

CITIZENSHIP OR PLACE OF ORGANIZATION

México

NUMBER OF SHARES 7

SOLE VOTING POWER

374,514,518 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

-0-

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

374,514,518 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

-0-

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

374,514,518 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

0.7% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

PN

       

 

 
CUSIP No. 02364W105 L Share ADSs 13D Page 15 of 23 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) ☐

(b) ☒

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)
6

CITIZENSHIP OR PLACE OF ORGANIZATION

México

NUMBER OF SHARES 7

SOLE VOTING POWER

38,693,200 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

-0-

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

38,693,200 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

-0-

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

38,693,200 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

0.1% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

PN

       
 
CUSIP No. 02364W105 L Share ADSs 13D Page 16 of 23 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) ☐

(b) ☒

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)
6

CITIZENSHIP OR PLACE OF ORGANIZATION

México

NUMBER OF SHARES 7

SOLE VOTING POWER

13,530,250,171 L Shares (See Item 5)

BENEFICIALLY OWNED BY 8

SHARED VOTING POWER

-0-

EACH REPORTING PERSON 9

SOLE DISPOSITIVE POWER

13,530,250,171 L Shares (See Item 5)

WITH 10

SHARED DISPOSITIVE POWER

-0-

11

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

13,530,250,171 L Shares (See Item 5)

12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
13

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

26.1% of L Shares (See Item 5)

14

TYPE OF REPORTING PERSON

OO

       

 

 

 

 
CUSIP No. 02364W105 L Share ADSs 13D Page 17 of 23 Pages

 

 

Item 1. Security and Issuer.

This Amendment No. 42 (the “Forty-Second Amendment”) amends the Schedule 13D filed with the Securities and Exchange Commission (the “Commission”) on March 8, 2001, as subsequently amended (the “Schedule 13D”), by the Reporting Persons (as defined below), with respect to the American Depositary Shares (“L Share ADSs”), each representing 20 Series L Shares (“L Shares”), of América Móvil, S.A.B. de C.V. (the “Issuer” or “AMX”). Capitalized terms used but not otherwise defined in this Forty-Second Amendment have the meanings ascribed to such terms in the Schedule 13D, as amended.

Item 3. Source and Amount of Funds or Other Consideration.

Following the filing of Amendment No. 41 to the Schedule 13D filed with the Commission on June 17, 2016 (the “Forty-First Amendment”), Inversora Carso purchased, directly and through its subsidiaries, 58,832,857 L Shares for an aggregate purchase price of US$35,206,700 and 531,194 A Shares for an aggregate purchase price of US$304,952. The A Shares that were purchased were converted into L Shares. The funds were obtained from the working capital of Inversora Carso.

Item 5. Interest in Securities of the Issuer.

(a) The Reporting Persons have the following interests in L Shares:

 

 

L Shares(1)

 
 

Number

% of Class

Carlos Slim Helú(2) 16,469,469,222 31.8%  
Carlos Slim Domit(3) 22,234,630,137 42.9%  
Marco Antonio Slim Domit(4) 22,236,950,915 42.9%  
Patrick Slim Domit(5) 21,527,158,869 41.5%  
María Soumaya Slim Domit(6) 21,423,881,825 41.4%  
Vanessa Paola Slim Domit(7) 21,536,584,161 41.6%  
Johanna Monique Slim Domit(8) 21,545,357,158 41.6%  
GFI(9) 1,117,065,723 2.2%  
Inversora Carso(10) 10,401,817,161 20.0%  
Telmex Trust(11) 1,575,020,356 3.0%  
Telnor Trust(11) 40,763,440 0.1%  
Fundación Telmex(11) 168,049,532 0.3%  
Fundación Carlos Slim(11) 374,514,518 0.7%  
Instituto Carlos Slim de la Salud(11) 38,693,200 0.1%  
Control Trust(12) 13,530,250,171 26.1%  
         

 

 

(1)Based upon 44,275,531,056 L Shares outstanding as of August 12, 2016 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 7,532,150,157 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 Amendment No. 24 to the Schedule 13D filed with the Commission on July 15, 2011.
(2)Includes 4,950,586,338 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 1,878,746,745 AA Shares) owned directly by Carlos Slim Helú and shares owned by GFI and Inversora Carso.
 
CUSIP No. 02364W105 L Share ADSs 13D Page 18 of 23 Pages

 

(3)Includes 2,213,920,468 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 646,988,558 AA Shares) owned directly by Carlos Slim Domit and shares owned by the Control Trust, GFI and Inversora Carso.
(4)Includes 2,216,241,246 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 646,988,558 AA Shares) owned directly by Marco Antonio Slim Domit and shares owned by the Control Trust, GFI and Inversora Carso.
(5)Includes 1,182,954,921 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 323,494,279 AA Shares) owned directly by Patrick Slim Domit and shares owned by the Control Trust, GFI and Inversora Carso.
(6)Includes 756,193,592 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 9,994 AA Shares) owned directly by María Soumaya Slim Domit and shares owned by the Control Trust, GFI and Inversora Carso.
(7)Includes 891,695,928 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 22,809,994 AA Shares) owned directly by Vanessa Paola Slim Domit and jointly with her spouse.
(8)Includes 917,057,873 L Shares (assuming conversion, to the extent permitted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, of 39,398,942 AA Shares) owned directly by Johanna Monique Slim Domit and jointly with her spouse.
(9)Includes shares owned by trusts managed by GFI for the benefit of employees of entities controlled by the Slim Family.
(10)Includes shares owned by subsidiaries of Inversora Carso. Inversora Carso was formerly known as Inmobiliaria Carso S.A. de C.V.
(11)Shares disclaimed by the Slim Family.
(12)Includes 5,998,110,014 L Shares and 9,543,630,660 AA Shares, which are assumed to have been converted in accordance with the restrictions set forth in Item 4 of the Schedule 13D, held for the benefit of the Slim Family.

 

(b) Because members of the Slim Family beneficially own a majority of the outstanding voting equity securities of AMX, GFI and Inversora Carso, members of the Slim Family may be deemed to share the power to vote or dispose of, or to direct the voting or disposition of, any L Shares owned by such persons (including those beneficially owned by the Telmex Trust, the Telnor Trust, Fundación Telmex, Fundación Carlos Slim and Instituto Carlos Slim de la Salud). Because a board, or in the case of the trusts, a technical committee, the majority of whose members are members or designees of members of the Slim Family or employees of one of the Reporting Persons that may be deemed to be controlled by the Slim Family, makes investment decisions for each of Fundación Telmex, Fundación Carlos Slim, Instituto Carlos Slim de la Salud, the Telmex Trust, the Telnor Trust and the Control Trust, members of the Slim Family may be deemed to share the power to vote or dispose of, or to direct the voting or disposition of, any L Shares owned by Fundación Telmex, Fundación Carlos Slim, Instituto Carlos Slim de la Salud, the Telmex Trust, the Telnor Trust and the Control Trust. Except as otherwise disclosed herein, none of the Reporting Persons shares voting or disposition power with respect to any of the L Shares owned by the Reporting Persons.

(c) All transactions in A Shares and L Shares effected by the Reporting Persons during the period beginning 60 days prior to the event which requires the filing of this statement are listed in Schedule II.

 
CUSIP No. 02364W105 L Share ADSs 13D Page 19 of 23 Pages

  

(d) Because members of the Slim Family beneficially own a majority of the outstanding voting equity securities of GFI and Inversora Carso, such members of the Slim Family may be deemed to have the right to receive or the power to direct the receipt of dividends from, or the proceeds of the sale of, any L Shares owned by such persons. Because a board, or in the case of the trusts, a technical committee, the majority of whose members are members or designees of members of the Slim Family or employees of one of the Reporting Persons that may be deemed to be controlled by the Slim Family, makes investment decisions for each of Fundación Telmex, Fundación Carlos Slim, Instituto Carlos Slim de la Salud, the Telmex Trust, the Telnor Trust and the Control Trust, members of the Slim Family may be deemed to have the right to receive or the power to direct the receipt of dividends from, or the proceeds of the sale of, any L Shares owned by Fundación Telmex, Fundación Carlos Slim, Instituto Carlos Slim de la Salud, the Telmex Trust, the Telnor Trust and the Control Trust. Except as otherwise disclosed herein, no person other than the Reporting Persons has or will have any right to receive or the power to direct the receipt of dividends from, or the proceeds of the sale of, any L Shares owned by the Reporting Persons.

(e) Not applicable.

Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.

On January 25, 2016 and February 25, 2016, Inversora Carso entered into certain secured credit agreements with Banco Santander, S.A. (“Santander”), pursuant to which Inversora Carso is entitled to borrow an aggregate amount of up to €230,000,000. Under the terms of these credit agreements, Inversora Carso has agreed to pledge and grant a security interest in certain collateral, which includes 510,072,779 L Shares, in favor of Santander as security for the borrowed amount.

On February 25, 2016, Control Empresarial de Capitales, S.A. de C.V. (“Control Empresarial”), a subsidiary of Inversora Carso, entered into a secured credit agreement with Santander, pursuant to which Control Empresarial is entitled to borrow an aggregate of up to €130,000,000. Under the terms of this credit agreement, Control Empresarial has agreed to pledge and grant a security interest in certain collateral, which includes 432,587,598 L Shares, in favor of Santander as security for the borrowed amount.

On July 27, 2016, Control Empresarial entered into a secured loan agreement with Citibank, N.A., pursuant to which Control Empresarial is entitled to borrow an aggregate of up to $300,000,000. Under the terms of this loan agreement, Control Empresarial has agreed to pledge and grant a security interest in certain collateral, which includes 745,000,000 L Shares, in favor of Citibank, N.A. as security for the borrowed amount.

On March 11, 2015, Control Empresarial entered into a Margin Loan Agreement with HSBC Bank PLC (“HSBC”) and related security documents (collectively, and as amended, the “HSBC Loan Documents”). The HSBC Loan Documents were amended on March 31, 2015 to include Inversora Carso as an additional borrower. Pursuant to the HSBC Loan Documents, Control Empresarial is entitled to borrow up to €300,000,000 and Inversora Carso is entitled to borrow up to €150,000,000 (collectively, the “HSBC Borrowed Amount”). Under the terms of the HSBC Loan Documents, Control Empresarial and Inversora Carso have agreed to pledge and grant, in favor of HSBC, a security interest in certain collateral (the “HSBC Pledged Shares”), the value of which must be 150% of the HSBC Borrowed Amount. As of July 26, 2016, the

 
CUSIP No. 02364W105 L Share ADSs 13D Page 20 of 23 Pages

 

 

HSBC Pledged Shares were comprised of 544,470,143 of Control Empresarial’s L Shares and 763,503,541 of Inversora Carso’s L Shares, which are currently pledged in favor of HSBC as security for the HSBC Borrowed Amount.

On December 11, 2014, Control Empresarial entered into a Loan Agreement with Caixabank, S.A. (“Caixabank”) and related security documents (collectively, the “Caixabank Loan Documents”), pursuant to which Control Empresarial is entitled to borrow up to €350,000,000 (the “Caixabank Borrowed Amount”). Under the terms of the Caixabank Loan Documents, Control Empresarial and Inversora Carso, as guarantor, have agreed to pledge and grant a security interest in certain collateral, which includes 23,441,251 L Shares pledged by Inversora Carso and 1,867,224,110 L Shares pledged by Control Empresarial, in favor of Caixabank as security for the Caixabank Borrowed Amount.

Other than as set forth above, there are no other contracts, arrangements, understandings or relationships (legal or otherwise) among the Reporting Persons and between such persons and any person with respect to L Shares.

Item 7. Material to be Filed as Exhibits.

The Powers of Attorney for the members of the Slim Family, GFI and Inversora Carso, each filed as an exhibit to the Schedule 13G filed by the Reporting Persons with the Commission on February 14, 2014 in respect of their ownership in equity shares of YPF Sociedad Anónima and for the Telmex Trust, the Telnor Trust, Fundación Telmex, Fundación Carlos Slim, Instituto Carlos Slim de la Salud and the Control Trust each filed as an exhibit to the Thirty-Fourth Amendment are all hereby incorporated herein by reference.

 
CUSIP No. 02364W105 L Share ADSs 13D Page 21 of 23 Pages

SIGNATURE

 

After reasonable inquiry, and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

   
                                                           
Carlos Slim Helú  
                                                           
Carlos Slim Domit By:/s/ Javier Foncerrada Izquierdo
                                                         Javier Foncerrada Izquierdo
Marco Antonio Slim Domit Attorney-in-Fact
                                                         August 31, 2016
Patrick Slim Domit  
                                                           
María Soumaya Slim Domit  
                                                           
Vanessa Paola Slim Domit  
                                                           
Johanna Monique Slim Domit  
   
INVERSORA CARSO, S.A. DE C.V.  
                                                           
By: Javier Foncerrada Izquierdo  
Title: Attorney-in-Fact  
   
   
   
   
   
   
 
CUSIP No. 02364W105 L Share ADSs 13D Page 22 of 23 Pages

 

GRUPO FINANCIERO
INBURSA, S.A.B. DE C.V.
 
                                                           
By:   Javier Foncerrada Izquierdo  
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:   Javier Foncerrada Izquierdo  
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:   Javier Foncerrada Izquierdo  
Title:  Attorney-in-Fact  
   
FUNDACIÓN TELMEX, A.C.  
                                                           
By:   Javier Foncerrada Izquierdo  
Title:  Attorney-in-Fact  
   
FUNDACIÓN CARLOS SLIM, A.C.  
                                                           
By:   Javier Foncerrada Izquierdo  
Title:  Attorney-in-Fact  
   
INSTITUTO CARLOS SLIM DE LA SALUD, A.C.  
                                                           
By:   Javier Foncerrada Izquierdo  
Title:  Attorney-in-Fact  
   
 
CUSIP No. 02364W105 L Share ADSs 13D Page 23 of 23 Pages

 

 

BANCO INBURSA S.A.,
INSTITUCION DE BANCA
MULTIPLE, GRUPO FINANCIERO
INBURSA, DIVISION
FIDUCIARIA, AS TRUSTEE
OF TRUST NO. F/0126

 
                                                           
By:   Javier Foncerrada Izquierdo  
Title:  Attorney-in-Fact  
 

SCHEDULE II

 

For the period beginning 60 days prior to the event which requires the filing of this statement, the Reporting Persons set forth below effected the following transactions in A Shares and L Shares on the Mexican Stock Exchange. The prices below reflect the price paid (in US$ based upon the Exchange Rate published by the Banco de México on the trade date) by the purchasers per A Share and L Share, as the case may be, on the relevant trade date.

 

A Shares

 

Reporting Person Type of Trade Date Number of Price per Share
  Transaction   A shares US. Dollars
Inversora Carso Purchase 08/01/2016 531,194 0.57

 

L Shares

Reporting Person Type of Trade Date Number of Price per Share
  Transaction   L shares US. Dollars
Inversora Carso Purchase 07/29/2016 600 0.56
Inversora Carso Purchase 07/29/2016 250,000 0.56
Inversora Carso Purchase 07/29/2016 141,261 0.56
Inversora Carso Purchase 07/29/2016 396,823 0.56
Inversora Carso Purchase 07/29/2016 150,346 0.57
Inversora Carso Purchase 07/29/2016 205,901 0.57
Inversora Carso Purchase 07/29/2016 3,600 0.57
Inversora Carso Purchase 07/29/2016 1,772,764 0.57
Inversora Carso Purchase 07/29/2016 400,000 0.57
Inversora Carso Purchase 07/29/2016 223,636 0.57
Inversora Carso Purchase 07/29/2016 155,069 0.57
Inversora Carso Purchase 07/29/2016 50,000 0.57
Inversora Carso Purchase 07/29/2016 200,000 0.57
Inversora Carso Purchase 07/29/2016 800,000 0.57
Inversora Carso Purchase 07/29/2016 250,000 0.58
Inversora Carso Purchase 08/01/2016 96,712 0.57
Inversora Carso Purchase 08/01/2016 326,058 0.57
Inversora Carso Purchase 08/01/2016 346,198 0.57
Inversora Carso Purchase 08/01/2016 293,174 0.58
Inversora Carso Purchase 08/01/2016 502,912 0.58
Inversora Carso Purchase 08/01/2016 610,424 0.58
Inversora Carso Purchase 08/01/2016 224,522 0.58
Inversora Carso Purchase 08/01/2016 300,000 0.58
Inversora Carso Purchase 08/02/2016 18,190 0.57
Inversora Carso Purchase 08/02/2016 60,000 0.57
Inversora Carso Purchase 08/02/2016 80,000 0.57
Inversora Carso Purchase 08/02/2016 41,810 0.57
Inversora Carso Purchase 08/02/2016 100,000 0.57
Inversora Carso Purchase 08/02/2016 100,000 0.57
Inversora Carso Purchase 08/02/2016 228,000 0.57
 

 

Inversora Carso Purchase 08/02/2016 190,000 0.57
Inversora Carso Purchase 08/02/2016 269,200 0.57
Inversora Carso Purchase 08/02/2016 265,800 0.57
Inversora Carso Purchase 08/02/2016 172,955 0.57
Inversora Carso Purchase 08/02/2016 195,800 0.57
Inversora Carso Purchase 08/02/2016 164,245 0.57
Inversora Carso Purchase 08/02/2016 14,800 0.57
Inversora Carso Purchase 08/02/2016 2,400 0.58
Inversora Carso Purchase 08/02/2016 396,800 0.58
Inversora Carso Purchase 08/02/2016 600,000 0.58
Inversora Carso Purchase 08/02/2016 100,000 0.58
Inversora Carso Purchase 08/03/2016 350,000 0.57
Inversora Carso Purchase 08/03/2016 168,232 0.57
Inversora Carso Purchase 08/03/2016 253,939 0.57
Inversora Carso Purchase 08/03/2016 520,107 0.57
Inversora Carso Purchase 08/03/2016 500,000 0.57
Inversora Carso Purchase 08/03/2016 7,722 0.57
Inversora Carso Purchase 08/09/2016 100,000 0.60
Inversora Carso Purchase 08/09/2016 55,905 0.60
Inversora Carso Purchase 08/09/2016 744,095 0.60
Inversora Carso Purchase 08/09/2016 50,000 0.60
Inversora Carso Purchase 08/09/2016 3,550,000 0.60
Inversora Carso Purchase 08/10/2016 97,921 0.60
Inversora Carso Purchase 08/10/2016 237,118 0.60
Inversora Carso Purchase 08/10/2016 952,024 0.60
Inversora Carso Purchase 08/10/2016 3,778,694 0.60
Inversora Carso Purchase 08/10/2016 1,762,721 0.60
Inversora Carso Purchase 08/10/2016 300,000 0.60
Inversora Carso Purchase 08/10/2016 3,035,695 0.60
Inversora Carso Purchase 08/10/2016 1,868,684 0.61
Inversora Carso Purchase 08/11/2016 14,525 0.61
Inversora Carso Purchase 08/11/2016 1,000,000 0.61
Inversora Carso Purchase 08/11/2016 234,969 0.61
Inversora Carso Purchase 08/11/2016 6,250,506 0.61
Inversora Carso Purchase 08/11/2016 188,295 0.62
Inversora Carso Purchase 08/11/2016 9,811,705 0.62
Inversora Carso Purchase 08/11/2016 700,000 0.62
Inversora Carso Purchase 08/11/2016 100,000 0.62
Inversora Carso Purchase 08/11/2016 1,200,000 0.62
Inversora Carso Purchase 08/12/2016 400,000 0.60
Inversora Carso Purchase 08/12/2016 978,034 0.60
Inversora Carso Purchase 08/12/2016 1,626,863 0.61
Inversora Carso Purchase 08/12/2016 2,421,417 0.61
Inversora Carso Purchase 08/12/2016 473,686 0.61
Inversora Carso Purchase 08/12/2016 100,000 0.61
Inversora Carso Purchase 08/12/2016 137,170 0.61
Inversora Carso Purchase 08/12/2016 862,830 0.61
Inversora Carso Purchase 08/12/2016 3,000,000 0.61