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…
CHTR
Which hedge funds are long CHTR?
2 published ideas on Charter Communications, Inc. across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Charter Communications, Inc.: the full 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
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…