Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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 0 0.00 Sell 100.00% 1.29 $180.38–249.24 · VW $215.76i SEC
2025   Q4 461,525 1.29 Reduce 28.57% 0.71 $193.00–284.60 · VW $221.76i $96,343,344 SEC
2025   Q3 646,100 2.49 Add 3.13% 0.08 $251.80–422.29 · VW $287.33i $177,745,341 SEC
2025   Q2 626,508 3.72 Add 1.21% 0.04 $312.39–437.06 · VW $387.80i $256,122,735 SEC
2025   Q1 619,009 3.69 Add 0.80% 0.03 $326.79–391.61 · VW $357.56i $228,123,387 SEC
2024   Q4 614,122 3.03 Add 0.57% 0.02 $315.00–415.27 · VW $364.30i $210,502,598 SEC
2024   Q3 610,632 2.80 Reduce 0.32% <0.01 $286.66–386.28 · VW $344.99i $197,893,619 SEC
2024   Q2 612,604 2.52 Add 2.04% 0.05 $236.08–306.46 · VW $275.37i $183,144,092 SEC
2024   Q1 600,386 2.49 Add 0.34% <0.01 $270.41–393.50 · VW $322.53i $174,490,183 SEC
2023   Q4 598,350 3.55 Add 0.93% 0.03 $358.48–458.30 · VW $400.41i $232,566,678 SEC
2023   Q3 592,860 4.17 Reduce 1.11% 0.04 $362.13–457.66 · VW $418.87i $260,751,685 SEC
2023   Q2 599,533 3.27 Reduce 1.86% 0.06 $315.02–374.42 · VW $347.81i $220,250,438 SEC
2023   Q1 610,889 3.45 Reduce 0.23% <0.01 $322.88–415.29 · VW $369.66i $218,460,015 SEC
2022   Q4 612,320 3.25 Reduce 0.83% 0.03 $297.66–403.49 · VW $355.55i $207,637,712 SEC
2022   Q3 617,433 3.02 Add 1.39% 0.04 $302.94–496.37 · VW $401.75i $187,298,000 SEC
2022   Q2 608,995 4.26 Add 3.78% 0.16 $407.75–574.65 · VW $471.58i $285,332,000 SEC
2022   Q1 586,803 4.12 Add 2.13% 0.09 $544.59–653.09 · VW $585.74i $320,113,000 SEC
2021   Q4 574,569 4.65 Add 2.18% 0.10 $599.34–753.69 · VW $666.17i $374,602,000 SEC
2021   Q3 562,285 5.32 Reduce 2.23% 0.12 $700.62–825.62 · VW $761.98i $409,096,000 SEC
2021   Q2 575,136 5.21 Reduce 0.13% <0.01 $600.16–726.66 · VW $682.99i $414,932,000 SEC
2021   Q1 575,865 4.83 Reduce 2.16% 0.11 $585.45–671.00 · VW $620.96i $355,320,000 SEC
2020   Q4 588,599 5.02 Reduce 1.50% 0.08 $572.46–681.71 · VW $635.62i $389,388,000 SEC
2020   Q3 597,586 5.14 Reduce 10.97% 0.50 $505.45–635.86 · VW $595.51i $373,097,000 SEC
2020   Q2 671,236 4.56 Reduce 6.63% 0.29 $413.39–549.00 · VW $504.92i $342,357,000 SEC
2020   Q1 718,905 4.38 Reduce 9.55% 0.35 $345.67–546.54 · VW $468.40i $313,665,000 SEC
2019   Q4 794,788 3.63 Reduce 12.72% 0.45 $405.02–487.52 · VW $465.16i $385,536,000 SEC
2019   Q3 910,657 3.50 Reduce 9.00% 0.31 $370.78–431.43 · VW $402.08i $375,300,000 SEC
2019   Q2 1,000,769 3.46 Reduce 8.59% 0.29 $343.15–401.38 · VW $377.10i $395,484,000 SEC
2019   Q1 1,094,858 3.34 Add 4.04% 0.13 $279.11–368.02 · VW $335.52i $379,817,000 SEC
2018   Q4 1,052,373 2.86 Reduce 0.39% <0.01 $272.91–334.76 · VW $309.96i $299,895,000 SEC
2018   Q3 1,056,460 2.50 Add 4.47% 0.11 $271.56–334.98 · VW $308.37i $344,279,000 SEC
2018   Q2 1,011,256 2.13 Buy 2.13 $250.10–322.89 · VW $278.18i $296,510,000 SEC
Price snapshot:
Current price$131.37
52-week low$124.05
52-week high$402.15