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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 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 3 13F filing periods
Net reducers 4 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $989.7M Estimated from net added shares
Reduction amount $95.9M Estimated from net reduced shares
Net share change / base shares +71.8% +3,826,164 / 5,331,065
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -4.8% 13F value change -$539.9M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 24.3% 13F value change -$54.4M
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 3,672,367 Last 3 periods +316,676 (+8.6%) Total shares 3,989,043 Value $861.2M
Sequoia Fund 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -3.4% 13F value change -$55.3M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -3.1% 13F value change -$27.2M
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 386,614 Last 3 periods -234,051 (-60.5%) Total shares 152,563 Value $32.9M
Triple Frond Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -4.2% 13F value change -$12.1M
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 160,480 Last 3 periods -6,755 (-4.2%) Total shares 153,725 Value $33.2M
Eagle Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -15.5% 13F value change -$42.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -18.4% 13F value change -$21.4M
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 241,728 Last 3 periods -92,268 (-38.2%) Total shares 149,460 Value $32.3M
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major increase Shares 79.3% 13F value change +$63.6M
13F 2025-12-31 Filed 2026-02-04
Major increase Shares 119.6% 13F value change +$247.8M
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 754,426 Last 3 periods +2,825,734 (+374.6%) Total shares 3,580,160 Value $772.9M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-06-30 Filed 2025-08-12
Major reduction Shares -18.2% 13F value change -$3.9M
13F 2025-09-30 Filed 2025-11-10
Minor increase Shares 8.6% 13F value change -$10.4M
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 115,450 Last 3 periods -114,800 (-99.4%) Total shares 650 Value $135,688
Berkshire Hathaway Warren Buffett 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$731.3M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -46.5% 13F value change -$297.6M
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 0 Last 3 periods +1,060,882 (New) Total shares 1,060,882 Value $291.9M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$79.1M
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 103.4% 13F value change +$99.3M
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 0 Last 3 periods +70,746 (New) Total shares 70,746 Value $19.5M
Sands Capital Management Frank Sands 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$88.3M
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 1.2% 13F value change +$10.8M
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 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.