Which funds own CHTR
Charter Communications Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $2.7bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 5
- at least, of 91 current
- Combined value
- $2.7bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 3
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Dodge & Cox Activist · $191bn book | $2.1bn | 1.1% | 15,032,214 | -$1.0bn+405,005 | Added |
| First Eagle Investment Management LLC Activist · $60.8bn book | $510m | 0.8% | 3,587,347 | -$263m+7,187 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $51m | 0.2% | 356,955 | opened356,955 | New |
| Harris Associates LP Activist · $75.4bn book | $14m | 0.0% | 96,777 | -$847m-3,892,266 | Trimmed |
| Ruane Cunniff & Goldfarb LP Activist · $6.4bn book | $200k | 0.0% | 1,556 | -$33m-151,007 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Capital Research Global Investors · Long-only$1.1bn held before
Ownership through time
At least 13 of the 95 managers whose filings are on file listed CHTR in Q2 2026, against 44 in Q2 2016. The same number as in Q1 2026: 3 started positions; 3 listed it again; 2 sold out, by their own filings; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2016: 44
- Q3 2016: 36
- Q4 2016: 36
- Q1 2017: 40
- Q2 2017: 34
- Q3 2017: 38
- Q4 2017: 32
- Q1 2018: 30
- Q2 2018: 17
- Q3 2018: 23
- Q4 2018: 19
- Q1 2019: 24
- Q2 2019: 23
- Q3 2019: 27
- Q4 2019: 28
- Q1 2020: 38
- Q2 2020: 34
- Q3 2020: 35
- Q4 2020: 33
- Q1 2021: 30
- Q2 2021: 27
- Q3 2021: 29
- Q4 2021: 26
- Q1 2022: 29
- Q2 2022: 29
- Q3 2022: 25
- Q4 2022: 27
- Q1 2023: 23
- Q2 2023: 23
- Q3 2023: 20
- Q4 2023: 22
- Q1 2024: 12
- Q2 2024: 17
- Q3 2024: 23
- Q4 2024: 24
- Q1 2025: 26
- Q2 2025: 20
- Q3 2025: 16
- Q4 2025: 11
- Q1 2026: 13
- Q2 2026: 13
- Q2 2016: $21.1bn
- Q3 2016: $23.3bn
- Q4 2016: $23.4bn
- Q1 2017: $26.8bn
- Q2 2017: $25.9bn
- Q3 2017: $24.9bn
- Q4 2017: $20.7bn
- Q1 2018: $18.4bn
- Q2 2018: $18.1bn
- Q3 2018: $20.0bn
- Q4 2018: $16.3bn
- Q1 2019: $18.7bn
- Q2 2019: $21.1bn
- Q3 2019: $21.5bn
- Q4 2019: $22.9bn
- Q1 2020: $19.1bn
- Q2 2020: $21.6bn
- Q3 2020: $25.6bn
- Q4 2020: $25.7bn
- Q1 2021: $24.5bn
- Q2 2021: $28.7bn
- Q3 2021: $28.0bn
- Q4 2021: $23.2bn
- Q1 2022: $17.8bn
- Q2 2022: $14.9bn
- Q3 2022: $8.8bn
- Q4 2022: $10.5bn
- Q1 2023: $10.2bn
- Q2 2023: $10.6bn
- Q3 2023: $13.0bn
- Q4 2023: $11.0bn
- Q1 2024: $7.3bn
- Q2 2024: $8.4bn
- Q3 2024: $8.8bn
- Q4 2024: $9.4bn
- Q1 2025: $11.0bn
- Q2 2025: $11.0bn
- Q3 2025: $6.9bn
- Q4 2025: $7.3bn
- Q1 2026: $7.4bn
- Q2 2026: $3.8bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- AQR Capital Management LLC515,218 to 1,977,475 shares+$207m
- Dodge & Cox14,627,209 to 15,032,214 shares+$58m
- Voloridge Investment Management LLCnew: 356,955 shares+$51m
- ExodusPoint Capital Management LPnew: 93,083 shares+$13m
- Bridgewater Associates LP44,991 to 138,062 shares+$13m
Largest decreases, by shares
- Harris Associates LP3,989,043 to 96,777 shares-$554m
- Invesco Ltd5,593,492 to 2,776,656 shares-$401m
- Ruane Cunniff & Goldfarb LP152,563 to 1,556 shares-$21m
Left it
- Capital Research Global Investorswas $1.1bn
- Maverick Capital Ltdwas $625k
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Dodge & Cox | Q2 2016 | $4.7bn | $2.1bn | |
| First Eagle Investment Management LLC | Q2 2016 | $773m | $510m | |
| Invesco Ltd | Q2 2016 | $1.7bn | $395m | |
| AQR Capital Management LLC | Q3 2020 | $342m | $280m | |
| Millennium Management LLC | Q2 2016 | $266m | $196m | |
| Arrowstreet Capital LP | Q4 2017 | $644m | $160m | |
| Voloridge Investment Management LLC | Q3 2016 | $113m | $51m | |
| Bridgewater Associates LP | Q2 2016 | $178m | $20m | |
| Harris Associates LP | Q2 2016 | $2.3bn | $14m | |
| ExodusPoint Capital Management LP | Q1 2019 | $19m | $13m | |
| Caxton Associates LLP | Q4 2016 | $13m | $2.0m | |
| Quantbot Technologies LP | Q3 2016 | $12m | $1.5m | |
| Ruane Cunniff & Goldfarb LP | Q2 2016 | $158m | $221k | |
| TCI Fund Management Ltd | Q2 2016 | $7.5bn | last listed Q1 2022 | |
| Berkshire Hathaway Inc | Q2 2016 | $3.8bn | last listed Q4 2025 | |
| Capital World Investors | Q2 2016 | $3.7bn | last listed Q3 2025 | |
| Fidelity (FMR LLC) | Q2 2016 | $3.5bn | last listed Q2 2025 | |
| MFS Investment Management | Q2 2016 | $2.4bn | last listed Q4 2023 | |
| Lone Pine Capital LLC | Q2 2016 | $1.9bn | last listed Q4 2017 | |
| Egerton Capital UK LLP | Q2 2016 | $1.5bn | last listed Q1 2022 | |
| Wellington Management Group LLP | Q2 2016 | $1.5bn | last listed Q4 2023 | |
| T. Rowe Price Associates Inc | Q2 2016 | $1.4bn | last listed Q2 2025 | |
| Capital Research Global Investors | Q1 2025 | $1.1bn | last listed Q1 2026 |
What managers have said about CHTR
Arguments made in the managers’ own SEC filings, each checked against the filing and reviewed by a person. A view is as filed on its date, not a current recommendation.
Harris expects Charter's broadband growth to stay hard near term, with more competition and a government subsidy winding down, but to recover while the company grows earnings and buys back stock.
The filing on sec.govListed at Q2 2026$14m
What CHTR is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around CHTR →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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