CHTR β€” CHARTER COMMUNICATIONS INC-A

Ownership history in DAVIS-REA LTD.  Β·  16 quarters on record

AI Ownership Summary

DAVIS-REA LTD. reported CHARTER COMMUNICATIONS INC-A (CHTR) in 16 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 2.3% in 2025 Q3. The latest visible filing shows CHTR at 1.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAVIS-REA LTD.'s position in CHARTER COMMUNICATIONS INC-A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CHTR was reported at 1.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.3% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DAVIS-REA LTD. held CHTR β€” position size vs. price
% of Fund (quarterly)    CHTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 37,289 +2,801 +8.1% 1.95% $7.8M 2026-02-14 (Est.) $239.09
2025 Q3 REDUCED 34,488 -2,801 -7.5% 2.30% $9.5M 2025-10-28 $248.88
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About DAVIS-REA LTD. and CHTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has DAVIS-REA LTD. reported owning CHTR?

DAVIS-REA LTD. reported CHTR across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CHTR position in DAVIS-REA LTD.'s portfolio?

The largest reported portfolio weight for CHTR was 2.30% in 2025 Q3.

What is the latest reported CHTR position on this page?

The most recent filing on this page is 2025 Q4, when DAVIS-REA LTD. reported 37,289 shares, equal to 1.95% of portfolio, with an estimated market value of $7.8M.

What does the chart on this CHTR ownership page compare?

The chart compares DAVIS-REA LTD.'s quarterly CHTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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