John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
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   Q1 0 0.00 Sell 100.00% 0.04 $326.79–391.61 · VW $357.56i SEC
2024   Q4 6,025 0.04 $342.77 $2,065,189 SEC
2024   Q3 6,025 0.04 $324.08 $1,952,582 SEC
2024   Q2 6,025 0.04 Reduce 98.81% 3.11 $236.08–306.46 · VW $275.37i $1,801,234 SEC
2024   Q1 504,868 3.15 Reduce 12.01% 0.60 $270.41–393.50 · VW $322.53i $146,729,787 SEC
2023   Q4 573,760 4.97 Add 15.28% 0.66 $358.48–458.30 · VW $400.41i $223,009,037 SEC
2023   Q3 497,702 5.48 Add 24.59% 1.08 $362.13–457.66 · VW $418.87i $218,899,294 SEC
2023   Q2 399,465 3.52 $367.37 $146,751,457 SEC
2023   Q1 399,465 3.91 Add 19.43% 0.64 $322.88–415.29 · VW $369.66i $142,852,679 SEC
2022   Q4 334,465 3.56 Reduce 3.17% 0.11 $297.66–403.49 · VW $355.55i $113,417,082 SEC
2022   Q3 345,405 3.43 Reduce 40.71% 3.43 $302.94–496.37 · VW $401.75i $104,779,000 SEC
2022   Q2 582,551 8.42 Reduce 9.05% 0.81 $407.75–574.65 · VW $471.58i $272,943,000 SEC
2022   Q1 640,548 8.91 Reduce 52.53% 12.18 $544.59–653.09 · VW $585.74i $349,432,000 SEC
2021   Q4 1,349,477 23.19 Add 13.43% 2.75 $599.34–753.69 · VW $666.17i $879,819,000 SEC
2021   Q3 1,189,663 23.35 Reduce 1.23% 0.30 $700.62–825.62 · VW $761.98i $865,551,000 SEC
2021   Q2 1,204,513 24.05 Add 16.70% 3.44 $600.16–726.66 · VW $682.99i $868,996,000 SEC
2021   Q1 1,032,139 24.21 Add 15.36% 3.22 $585.45–671.00 · VW $620.96i $636,850,000 SEC
2020   Q4 894,688 24.81 Reduce 18.32% 5.91 $572.46–681.71 · VW $635.62i $591,881,000 SEC
2020   Q3 1,095,411 32.26 Reduce 4.84% 1.46 $505.45–635.86 · VW $595.51i $683,909,000 SEC
2020   Q2 1,151,106 30.10 Add 5.07% 1.45 $413.39–549.00 · VW $504.92i $587,110,000 SEC
2020   Q1 1,095,554 30.35 Add 1.29% 0.39 $345.67–546.54 · VW $468.40i $478,001,000 SEC
2019   Q4 1,081,554 32.45 $485.08 $524,640,000 SEC
2019   Q3 1,081,554 38.63 Add 13.35% 4.55 $370.78–431.43 · VW $402.08i $445,730,000 SEC
2019   Q2 954,166 32.53 Add 10.97% 3.22 $343.15–401.38 · VW $377.10i $377,067,000 SEC
2019   Q1 859,850 28.35 $346.91 $298,291,000 SEC
2018   Q4 859,850 29.16 Add 12.16% 3.16 $272.91–334.76 · VW $309.96i $245,031,000 SEC
2018   Q3 766,598 22.95 Add 11.68% 2.40 $271.56–334.98 · VW $308.37i $249,819,000 SEC
2018   Q2 686,398 20.81 Add 16.43% 2.94 $250.10–322.89 · VW $278.18i $201,259,000 SEC
2018   Q1 589,514 21.00 Add 34.56% 5.39 $303.78–396.64 · VW $350.54i $183,469,000 SEC
2017   Q4 438,103 19.33 Add 88.37% 9.07 $308.30–374.99 · VW $335.80i $147,185,000 SEC
2017   Q3 232,573 12.36 Reduce 43.35% 8.44 $328.65–408.83 · VW $381.16i $84,522,000 SEC
2017   Q2 410,537 19.48 Add 6.48% 1.19 $312.49–355.00 · VW $337.79i $138,289,000 SEC
2017   Q1 385,537 18.72 Reduce 19.95% 4.05 $282.54–341.50 · VW $320.40i $126,194,000 SEC
2016   Q4 481,637 20.32 Reduce 12.10% 2.85 $241.50–294.87 · VW $266.63i $138,673,000 SEC
2016   Q3 547,937 23.56 $269.97 $147,927,000 SEC
2016   Q2 547,937 22.76 Reduce 1.69% 0.35 $193.77–233.70 · VW $217.11i $125,280,000 SEC
2016   Q1 557,331 20.80 Add 14.36% 2.61 $156.13–204.61 · VW $180.81i $112,821,000 SEC
2015   Q4 487,331 18.14 Reduce 2.77% 0.58 $173.21–194.92 · VW $185.83i $89,230,000 SEC
2015   Q3 501,231 21.01 Add 56.11% 7.55 $161.91–195.46 · VW $180.09i $88,141,000 SEC
2015   Q2 321,085 17.54 Add 312.44% 13.29 $166.54–194.00 · VW $179.93i $54,986,000 SEC
2015   Q1 77,850 7.51 Buy 7.51 $149.47–199.00 · VW $173.35i $15,034,000 SEC
Price snapshot:
Current price$131.37
52-week low$124.05
52-week high$402.15