Bryan Lawrence - Oakcliff Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $226,634,133
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
2025   Q2 0 0.00 Sell 100.00% 7.43 $312.39–437.06 · VW $387.80i SEC
2025   Q1 38,239 7.43 $368.53 $14,092,219 SEC
2024   Q4 38,239 6.70 Reduce 0.61% 0.04 $315.00–415.27 · VW $364.30i $13,107,182 SEC
2024   Q3 38,474 6.27 $324.08 $12,468,654 SEC
2024   Q2 38,474 6.15 $298.96 $11,502,187 SEC
2024   Q1 38,474 6.70 $290.63 $11,181,699 SEC
2023   Q4 38,474 9.41 Add 8.15% 0.71 $358.48–458.30 · VW $400.41i $14,954,074 SEC
2023   Q3 35,574 10.74 $439.82 $15,646,157 SEC
2023   Q2 35,574 8.71 $367.38 $13,069,000 SEC
2023   Q1 35,574 8.86 Reduce 21.94% 2.53 $322.88–415.29 · VW $369.66i $12,722,000 SEC
2022   Q4 45,574 11.53 Add 20.33% 1.95 $297.66–403.49 · VW $355.55i $15,454,000 SEC
2022   Q3 37,874 9.66 Add 4.99% 0.46 $302.94–496.37 · VW $401.75i $11,489,000 SEC
2022   Q2 36,074 12.46 Reduce 21.36% 2.77 $407.75–574.65 · VW $471.58i $16,902,000 SEC
2022   Q1 45,874 12.97 Reduce 28.18% 5.36 $544.59–653.09 · VW $585.74i $25,025,000 SEC
2021   Q4 63,874 19.02 Reduce 13.54% 3.22 $599.34–753.69 · VW $666.17i $41,644,000 SEC
2021   Q3 73,874 23.80 $727.56 $53,748,000 SEC
2021   Q2 73,874 22.96 $721.44 $53,296,000 SEC
2021   Q1 73,874 21.62 Add 13.00% 2.49 $585.45–671.00 · VW $620.96i $45,582,000 SEC
2020   Q4 65,374 17.17 Reduce 5.39% 1.01 $572.46–681.71 · VW $635.62i $43,248,000 SEC
2020   Q3 69,100 18.68 $624.34 $43,142,000 SEC
2020   Q2 69,100 18.74 $510.04 $35,244,000 SEC
2020   Q1 69,100 21.09 Add 12.36% 2.32 $345.67–546.54 · VW $468.40i $30,149,000 SEC
2019   Q4 61,500 17.80 $485.07 $29,832,000 SEC
2019   Q3 61,500 17.15 $412.11 $25,345,000 SEC
2019   Q2 61,500 17.91 $395.19 $24,304,000 SEC
2019   Q1 61,500 15.49 $346.91 $21,335,000 SEC
2018   Q4 61,500 14.41 Reduce 17.45% 3.14 $272.91–334.76 · VW $309.96i $17,526,000 SEC
2018   Q3 74,500 18.02 $325.88 $24,278,000 SEC
2018   Q2 74,500 16.54 Add 52.04% 5.66 $250.10–322.89 · VW $278.18i $21,844,000 SEC
2018   Q1 49,000 13.05 Add 25.64% 2.66 $303.78–396.64 · VW $350.54i $15,249,000 SEC
2017   Q4 39,000 11.49 Buy 11.49 $308.30–374.99 · VW $335.80i $13,102,000 SEC
Price snapshot:
Current price$131.37
52-week low$124.05
52-week high$402.15