CHARTER COMMUNICATIONS INC-A (CHTR) — Hedge Fund Ownership Q4 2025
CHTR
- CHARTER COMMUNICATIONS INC-A (CHTR) is held by 10 of 81 tracked hedge funds, with Makaira Partners (27%) and Triple Frond Partners (3%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in CHTR holdings came from Dodge & Cox (+24%) and First Eagle Investment Management (+120%), highlighting conviction.
- The biggest decreases in CHTR holdings came from Pzena Investment Management (-71%) and First Pacific Advisors (-29%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to CHARTER COMMUNICATIONS INC-A (CHTR) by +24% vs the prior quarter and +8% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Makaira Partners Tom Bancroft
|
26.77% | 164K | — | -56.05% | $34.2M | $208.75 | — |
| 2 |
Triple Frond Partners
|
3.34% | 154K | -4.21% | -4.21% | $32.1M | $208.75 | — |
| 3 |
Dodge & Cox
|
1.65% | 14.6M | +23.73% | +26.52% | $3.05B | $208.75 | — |
| 4 |
First Pacific Advisors Steven Romick
|
1.27% | 462K | -28.57% | -24.85% | $96.3M | $208.75 | — |
| 5 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
1.18% | 362K | -3.06% | -12.59% | $75.6M | $208.75 | — |
| 6 |
First Eagle Investment Management
|
1.09% | 3.0M | +119.58% | +752.03% | $619.9M | $208.75 | — |
| 7 |
Berkshire Hathaway
|
0.08% | 1.1M | — | -46.74% | $221.5M | $208.75 | — |
| 8 |
Pzena Investment Management Richard Pzena
|
0.07% | 119K | -70.69% | -95.77% | $24.8M | $208.75 | — |
| 9 |
Maverick Capital Lee Ainslie
|
0.05% | 24K | NEW | — | $5.0M | $208.75 | — |
| 10 |
Weitz Investment Management Wallace Weitz
|
0.01% | 650 | -99.37% | -99.52% | $135,688 | $208.75 | — |
| 10 | Total | — | 19.9M | +23.82% | +8.20% | $4.16B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.