Cheviot Value Management’s Charter Communications CHTR Stock Holding History

Cheviot Value Management’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,836	Closed	-$457K	–	419
2025 Q3	$457K	Hold	1,836	–	–	0.05%	90
2025 Q2	$471K	Hold	1,836	–	–	0.05%	79
2025 Q1	$724K	Hold	1,836	–	–	0.09%	61
2024 Q4	$629K	Sell	1,836 -50	-3%	-$18.1K	0.12%	47
2024 Q3	$611K	Hold	1,886	–	–	0.12%	46
2024 Q2	$564K	Buy	1,886 +125	+7%	+$34.1K	0.11%	47
2024 Q1	$512K	Sell	1,761 -457	-21%	-$147K	0.11%	42
2023 Q4	$862K	Buy	2,218 +352	+19%	+$144K	0.19%	43
2023 Q3	$821K	Hold	1,866	–	–	0.18%	42
2023 Q2	$686K	Hold	1,866	–	–	0.15%	44
2023 Q1	$667K	Hold	1,866	–	–	0.16%	43
2022 Q4	$633K	Buy	+1,866	New	+$656K	0.16%	41

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cheviot Value Management's CHTR Position: Q4 2025 in Review

Cheviot Value Management sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 1,836 shares — an estimated $457K sold.

Cheviot Value Management first reported a position in CHTR in Q4 2022 and held it in 12 quarters. The position peaked at $862K in Q4 2023. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Cheviot Value Management reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Cheviot Value Management sold 1,836 Charter Communications shares in Q4 2025, an estimated $457K.
Cheviot Value Management first reported a position in Charter Communications in Q4 2022 and held it in 12 quarters.
Cheviot Value Management's Charter Communications position peaked at $862K in Q4 2023.
796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Cheviot Value Management's 13F filing for Q4 2025, filed 3 Feb 2026.