Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Charter Communications, Inc. (CHTR)
← All CHTR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 153,725 3.45 $215.88 $33,186,000 SEC
2025   Q4 153,725 3.34 Reduce 4.21% 0.20 $193.00–284.60 · VW $221.76i $32,090,000 SEC
2025   Q3 160,480 4.81 $275.11 $44,149,000 SEC
2025   Q2 160,480 7.42 $408.81 $65,606,000 SEC
2025   Q1 160,480 7.99 $368.53 $59,142,000 SEC
2024   Q4 160,480 7.12 Reduce 40.73% 4.62 $315.00–415.27 · VW $364.30i $55,008,000 SEC
2024   Q3 270,740 11.35 Reduce 56.86% 12.51 $286.66–386.28 · VW $344.99i $87,741,000 SEC
2024   Q2 627,525 22.01 Add 35.93% 5.82 $236.08–306.46 · VW $275.37i $187,605,000 SEC
2024   Q1 461,645 15.27 Add 15.98% 2.10 $270.41–393.50 · VW $322.53i $134,168,000 SEC
2023   Q4 398,045 18.40 Add 4.27% 0.75 $358.48–458.30 · VW $400.41i $154,712,000 SEC
2023   Q3 381,748 21.30 $439.82 $167,900,000 SEC
2023   Q2 381,748 18.08 $367.37 $140,243,000 SEC
2023   Q1 381,748 19.92 $357.61 $136,517,000 SEC
2022   Q4 381,748 21.41 $339.10 $129,451,000 SEC
2022   Q3 381,748 20.40 Add 21.16% 3.56 $302.94–496.37 · VW $401.75i $115,803,000 SEC
2022   Q2 315,083 22.57 Reduce 0.77% 0.17 $407.75–574.65 · VW $471.58i $147,626,000 SEC
2022   Q1 317,529 21.44 $545.52 $173,218,000 SEC
2021   Q4 317,529 23.33 $651.97 $207,019,000 SEC
2021   Q3 317,529 25.19 $727.56 $231,021,000 SEC
2021   Q2 317,529 24.85 $721.45 $229,081,000 SEC
2021   Q1 317,529 24.30 $617.02 $195,922,000 SEC
2020   Q4 317,529 25.62 Reduce 36.50% 9.67 $572.46–681.71 · VW $635.62i $210,061,000 SEC
2020   Q3 500,029 26.49 $624.34 $312,188,000 SEC
2020   Q2 500,029 24.59 $510.04 $255,035,000 SEC
2020   Q1 500,029 24.31 Reduce 19.35% 5.01 $345.67–546.54 · VW $468.40i $218,168,000 SEC
2019   Q4 620,029 25.88 $485.08 $300,764,000 SEC
2019   Q3 620,029 24.48 $412.12 $255,526,000 SEC
2019   Q2 620,029 24.78 $395.18 $245,023,000 SEC
2019   Q1 620,029 24.85 $346.91 $215,094,000 SEC
2018   Q4 620,029 21.61 $284.97 $176,690,000 SEC
2018   Q3 620,029 21.00 $325.88 $202,055,000 SEC
2018   Q2 620,029 19.18 Add 33.69% 4.83 $250.10–322.89 · VW $278.18i $181,799,000 SEC
2018   Q1 463,785 16.22 Reduce 23.47% 5.41 $303.78–396.64 · VW $350.54i $144,339,000 SEC
2017   Q4 606,029 23.06 Add 55.14% 8.20 $308.30–374.99 · VW $335.80i $203,602,000 SEC
2017   Q3 390,629 17.21 Add 0.77% 0.13 $328.65–408.83 · VW $381.16i $141,962,000 SEC
2017   Q2 387,654 17.13 Add 19.44% 2.79 $312.49–355.00 · VW $337.79i $130,581,000 SEC
2017   Q1 324,554 14.12 $327.32 $106,233,000 SEC
2016   Q4 324,554 15.86 Reduce 20.24% 3.50 $241.50–294.87 · VW $266.63i $93,446,000 SEC
2016   Q3 406,890 17.31 $269.97 $109,848,000 SEC
2016   Q2 406,890 16.71 Reduce 9.58% 1.58 $193.77–233.70 · VW $217.11i $93,031,000 SEC
2016   Q1 450,000 16.44 $202.43 $91,094,000 SEC
2015   Q4 450,000 17.04 $183.10 $82,395,000 SEC
2015   Q3 450,000 16.74 Add 12.50% 1.86 $161.91–195.46 · VW $180.09i $79,133,000 SEC
2015   Q2 400,000 17.50 $171.25 $68,500,000 SEC
2015   Q1 400,000 21.96 Add 73.91% 9.33 $149.47–199.00 · VW $173.35i $77,244,000 SEC
2014   Q4 230,000 13.63 Buy 13.63 $137.51–169.85 · VW $158.11i $38,323,000 SEC
Price snapshot:
Current price$131.37
Avg. buy price$282.32
+/- since buy-53.47%
52-week low$124.05
52-week high$402.15