CHTR — CHARTER COMMUNICATIONS INC N

Ownership history in Compound Planning, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in CHARTER COMMUNICATIONS INC N (CHTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 921 -273 -22.9% 0.01% $253K $275.11
2025 Q2 ADDED 1,194 +45 +3.9% 0.02% $488K $408.81
2025 Q1 ADDED 1,149 +116 +11.2% 0.02% $423K $368.53
2024 Q4 ADDED 1,033 +181 +21.2% 0.02% $354K $342.77
2024 Q3 INITIATED 852 — — 0.02% $276K $324.08
% of Fund (quarterly)    CHTR price (monthly, adj. close)

Other funds also holding CHTR

As of 2025 Q4 — sorted by position size

Lind Value II ApS 41.7% Makaira Partners LLC 3Y 7Y 26.77% KIZE CAPITAL LP 3Y 21.51% Voyager Global Management LP 3Y 11.29% Paloma Partners Management Co 3Y 7Y 9.33% Mount Capital Ltd 3Y 8.32% Cryder Capital Partners LLP 3Y 7Y 7.91% Long Focus Capital Management, LLC 3Y 7.2% Quaker Capital Investments, LLC 3Y 7Y 6.28% Chieftain Capital Management, Inc. 3Y 7Y 5.18%
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