Decision Timeline

CHTR, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 18
Buy / add: 4
Trim / exit: 14

The cohort disagreed in Q1 2026.

At least one tracked manager bought or added while another trimmed or exited. The disagreement is the signal; it is not collapsed into a consensus score.

Eight-quarter evidence

6 reported quarters

Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Tom Bancroft · 26.8% of reported portfolio
Original SEC filing ↗
-2.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Warren Buffett · 0.1% of reported portfolio
Original SEC filing ↗
-2.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
EXITEXIT
First Pacific Advisors · 1.3% of reported portfolio
Original SEC filing ↗
+4.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
ADD+20.6%
First Eagle Investment Management · 1.0% of reported portfolio
Original SEC filing ↗
+4.6% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-95.4%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+15.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
ADD+79.3%
First Eagle Investment Management · 0.7% of reported portfolio
Original SEC filing ↗
+15.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 7, 2025
38d lag
TRIM-84.7%
Richard Pzena · 3.5% of reported portfolio
Original SEC filing ↗
+16.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
EXITEXIT
Bryan Lawrence · 7.4% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-40.0%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-46.5%
Warren Buffett · 0.3% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
TRIM-46.4%
Tom Bancroft · 21.8% of reported portfolio
Original SEC filing ↗
-46.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 12, 2025
42d lag
ADD+120.6%
First Eagle Investment Management · 0.6% of reported portfolio
Original SEC filing ↗
-45.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-29.4%
Warren Buffett · 0.3% of reported portfolio
Original SEC filing ↗
+20.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 11, 2025
42d lag
TRIM-40.7%
Triple Frond Partners · 11.4% of reported portfolio
Original SEC filing ↗
+18.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ADD+60.8%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-12.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
EXITEXIT
Viking Global Investors · 0.5% of reported portfolio
Original SEC filing ↗
-12.2% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-26.3%
Warren Buffett · 0.4% of reported portfolio
Original SEC filing ↗
-12.2% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
TRIM-56.9%
Triple Frond Partners · 22.0% of reported portfolio
Original SEC filing ↗
-11.7% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.