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NASDAQ · Telecommunications

CHARTER COMMUNICATIONS INC N CHTR

Charter Communications, Inc. operates as a broadband connectivity company in the United States. The company offers subscription-based internet, mobile, video, and voice services; broadband connectivity services, including fixed internet, WiFi, and mobile; Spectrum internet products; advanced WiFi services; and in-home WiFi, which provides customers with high performance wireless routers and managed WiFi services to enhance their wireless internet experience.

Sources StockAnalysis company profile stockanalysis.com
Cable & Other Pay Television Services

Company profile

Business mix

  • The company offers subscription-based internet, mobile, video, and voice services; broadband connectivity services.
  • It also offers wireline voice communications services using voice over internet protocol technology.
  • In addition, the company provides advertising services on cable television networks, various streaming services, and advertising platforms for local, regional and national businesses.
  • Further, it offers production and technical services for regional sports networks; owns and manages local news channels.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 3.57 FCF 22.02% Buyback 7.96%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.1% $861.2M 2026-03-31
First Eagle legacy Jean-Marie Eveillard 1.0% $772.9M 2026-03-31
Triple Frond Partners 3.4% $33.2M 2026-03-31
Sequoia Fund 0.5% $32.9M 2026-03-31
Eagle Capital Management 0.1% $32.3M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 1 13F filing periods
Net reducers 6 Last 1 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $131.8M Estimated from net added shares
Reduction amount $346.7M Estimated from net reduced shares
Net share change / base shares -6.9% -681,587 / 9,838,816
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -8.2% 13F value change -$45.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,344,822 Last 1 periods -355,779 (-8.2%) Total shares 3,989,043 Value $861.2M
Sequoia Fund 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -57.9% 13F value change -$42.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 362,000 Last 1 periods -209,437 (-57.9%) Total shares 152,563 Value $32.9M
Triple Frond Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 153,725 Last 1 periods +0 (0.0%) Total shares 153,725 Value $33.2M
Eagle Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.2% 13F value change -$2.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 166,502 Last 1 periods -17,042 (-10.2%) Total shares 149,460 Value $32.3M
First Eagle legacy Jean-Marie Eveillard 1 filing periods
13F 2026-03-31 Filed 2026-05-12
Major increase Shares 20.6% 13F value change +$153.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 2,969,507 Last 1 periods +610,653 (+20.6%) Total shares 3,580,160 Value $772.9M
Weitz Investment Management Wallace Weitz 1 filing periods
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -99.4% 13F value change -$28.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-12
Base shares 102,605 Last 1 periods -101,955 (-99.4%) Total shares 650 Value $135,688
Berkshire Hathaway Warren Buffett 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 1,060,882 Last 1 periods +0 (0.0%) Total shares 1,060,882 Value $291.9M
Bridgewater Associates Ray Dalio 1 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -83.8% 13F value change -$158.9M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 436,341 Last 1 periods -365,595 (-83.8%) Total shares 70,746 Value $19.5M
Sands Capital Management Frank Sands 1 filing periods
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$99.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 242,432 Last 1 periods -242,432 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.