LongCHTROct 2026
Charter Communications, Inc.
Charter combines fixed broadband with mobile connectivity in an important competitive offering. The company completed acquisitions of Liberty Broadband and Cox Communications…
CHTR
Which hedge funds are long CHTR?
4 published ideas on Charter Communications, Inc. across 4 funds — 4 long and 0 short.
Charter Communications hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Charter Communications: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCHTRJul 2026
Charter Communications, Inc.
Alluvium believes the market has extrapolated Charter's current subscriber and pricing pressures too far into the future. Although internet customers are declining and ARPU is…
LongCHTRJun 2026
Charter Communications, Inc. Class A
Charter remains under competitive pressure as mobile operators expand entry-level fixed wireless service. Despite that pressure, First Eagle continues to view Charter as a…
LongCHTRJun 2026
Charter Communications, Inc.
Eagle views Charter as a cheaply valued option on improvement in the cable industry's economics and future consolidation. The Cox acquisition will make Charter the largest U.S…