Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
CHTR —
CHARTER COMMUNICATIONS INC N
CUSIP: 16119P108 · Held by 12 superinvestors · Combined value: $5,249,000,994
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 1.6% | $3,049,674,675 | 14,609,220 | ADD | +2,801,671 |
| 2 | Bill Nygren | 1.1% | $906,981,640 | 4,344,822 | ADD | +850,271 |
| 3 | First Eagle Investment Mgmt | 1.1% | $619,884,620 | 2,969,507 | ADD | +1,617,148 |
| 4 | Ken Griffin | 0.0% | $251,818,882 | 1,206,318 | ADD | +394,075 |
| 5 | Warren Buffett | 0.1% | $221,459,118 | 1,060,882 | - | - |
| 6 | Steven Romick | 1.3% | $96,343,344 | 461,525 | REDUCE | -184,575 |
| 7 | Tom Bancroft | 26.8% | $34,235,000 | 164,000 | - | - |
| 8 | Triple Frond Partners | 3.3% | $32,090,000 | 153,725 | REDUCE | -6,755 |
| 9 | Richard Pzena | 0.1% | $24,781,756 | 118,715 | REDUCE | -286,366 |
| 10 | Ray Dalio | 0.0% | $6,642,216 | 31,819 | REDUCE | -38,927 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +23,732 | New |
| Bill Nygren | ADD | +850,271 | +24.3% |
| Dodge & Cox | ADD | +2,801,671 | +23.7% |
| First Eagle Investment Mgmt | ADD | +1,617,148 | +119.6% |
| Ken Griffin | ADD | +394,075 | +48.5% |
| Ray Dalio | REDUCE | -38,927 | -55.0% |
| Richard Pzena | REDUCE | -286,366 | -70.7% |
| Steven Romick | REDUCE | -184,575 | -28.6% |
| Triple Frond Partners | REDUCE | -6,755 | -4.2% |
| Wallace Weitz | REDUCE | -101,955 | -99.4% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | ADD | +681,063 | +6.1% |
| First Eagle Investment Mgmt | ADD | +597,933 | +79.3% |
| Steven Romick | ADD | +19,592 | +3.1% |
| Wallace Weitz | ADD | +8,155 | +8.6% |
| Bill Nygren | REDUCE | -177,816 | -4.8% |
| Ken Griffin | REDUCE | -593,281 | -42.2% |
| Ray Dalio | REDUCE | -365,595 | -83.8% |
| Richard Pzena | REDUCE | -2,244,951 | -84.7% |
| Tom Bancroft | REDUCE | -36,162 | -18.1% |
| Lee Ainslie | SOLD | -3,040 | Exit |
Who Owns CHTR? Superinvestor Holdings
CHARTER COMMUNICATIONS INC N is held by 12 tracked superinvestors, with a combined position value of $5.2 billion . The largest positions are held by Dodge & Cox (1.6% of portfolio), Bill Nygren (1.1% of portfolio), First Eagle Investment Mgmt (1.1% of portfolio).
In the most recent quarter, 5 superinvestors added or initiated positions while 5 reduced or exited.