CHTR
Charter Communications Inc-a
8 super-investors hold CHTR worth a combined $4.90B. The largest position: Tom Bancroft at 26.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 54 — ranked #31 of 724 scored stocks. Conviction easing: 2 fewer super-investors hold it than in 2025Q4.
Why super-investors own CHTR
The most consequential fact here is the trajectory: cohort ownership has collapsed from 6 funds to just 2 over the past eight quarters, suggesting broad-based conviction erosion rather than selective trimming. Yet those who remain are not passive holders — Tom Bancroft carries CHTR at 26.8% of his portfolio, an unusually concentrated bet for a single cable name, while Dodge & Cox anchors the position by sheer dollar weight at $3.2B. Bill Nygren and First Eagle hold meaningful stakes at roughly 1% each. Notably, no one in the cohort added, trimmed, started, or exited in 2026Q1, suggesting a period of deliberate stillness among remaining holders even as the broader cohort has thinned dramatically.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Analysts Offer Predictions for CHTR FY2026 EarningsMarketBeat ·
- The Road Ahead Looks Increasingly Challenging For CharterMorningstar ·
- Charter Communications (CHTR) stake adjusted as Liberty Broadband transfers sharesStock Titan ·
- BNP Paribas Exane Lowers Charter Communications (NASDAQ:CHTR) Price Target to $120.00MarketBeat ·
- CHTR Maintained by BNP Paribas -- Price Target Lowered to $120GuruFocus ·
- State of Michigan Retirement System Grows Holdings in Charter Communications, Inc. $CHTRMarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.7% | 40q | $3.16B | 14,627,209 |
| 2 | Bill Nygren | 1.1% | 40q | $861M | 3,989,043 |
| 3 | First Eagle Investment Management | 1.0% | 25q | $773M | 3,580,160 |
| 4 | Joel Greenblatt | <0.1% | 40q | $35M | 164,228 |
| 5 | Tom Bancroft | 26.8% | 9q | $34M | 164,000 |
| 6 | Triple Frond Partners | 3.4% | 40q | $33M | 153,725 |
| 7 | Lee Ainslie | <0.1% | 10q | $625K | 2,893 |
| 8 | Wallace Weitz | <0.1% | 27q | $140K | 650 |
- 1Dodge & Cox Fundsport1.7%val$3.16B14,627,209 sh·40q held
- 2Bill Nygrenport1.1%val$861M3,989,043 sh·40q held
- 3First Eagle Investment Managementport1.0%val$773M3,580,160 sh·25q held
- 4Joel Greenblattport<0.1%val$35M164,228 sh·40q held
- 5Tom Bancroftport26.8%val$34M164,000 sh·9q held
- 6Triple Frond Partnersport3.4%val$33M153,725 sh·40q held
- 7Lee Ainslieport<0.1%val$625K2,893 sh·10q held
- 8Wallace Weitzport<0.1%val$140K650 sh·27q held
Owners of CHTR also hold
Long US equity 13F-HR filings only. CUSIP 16119P108. Not investment advice.