JK
OPTU

Jonathan Kolatch’s Optimum Communications Inc OPTU Stock Holding History

Jonathan Kolatch’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.52M Sell
5,189,270
-3,000,000
-37% -$3.73M 0.81% 17
2026
Q1 		$10.6M Hold
8,189,270
– – 1.58% 11
2025
Q4 		$13.5M Hold
8,189,270
– – 1.45% 8
2025
Q3 		$19.7M Hold
8,189,270
– – 1.91% 6
2025
Q2 		$17.5M Hold
8,189,270
– – 3.18% 6
2025
Q1 		$21.8M Hold
8,189,270
– – 3.25% 7
2024
Q4 		$19.7M Hold
8,189,270
– – 3.27% 6
2024
Q3 		$20.1M Hold
8,189,270
– – 3.07% 8
2024
Q2 		$16.7M Hold
8,189,270
– – 2.57% 10
2024
Q1 		$21.4M Sell
8,189,270
-2,200,000
-21% -$5.54M 3.01% 10
2023
Q4 		$33.8M Sell
10,389,270
-5,635,321
-35% -$14.8M 6.11% 6
2023
Q3 		$52.4M Hold
16,024,591
– – 9.84% 2
2023
Q2 		$48.4M Buy
16,024,591
+9,934,099
+163% +$28.2M 7.09% 3
2023
Q1 		$20.8M Sell
6,090,492
-9,199,207
-60% -$39.1M 3.08% 11
2022
Q4 		$70.3M Buy
15,289,699
+4,450,000
+41% +$21.9M 8.51% 2
2022
Q3 		$63.2M Hold
10,839,699
– – 9.42% 2
2022
Q2 		$100M Buy
10,839,699
+750,000
+7% +$7.85M 13.57% 1
2022
Q1 		$126M Buy
10,089,699
+2,042,745
+25% +$27.3M 11.23% 1
2021
Q4 		$130M Buy
8,046,954
+5,708,584
+244% +$96.8M 10.69% 1
2021
Q3 		$48.5M Buy
+2,338,370
New +$68.1M 3.72% 9

Other funds holding OPTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
KLCMU
Kite Lake Capital Management (UK) London, United Kingdom $290M AUM 183.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jonathan Kolatch's OPTU Position: Q2 2026 in Review

Jonathan Kolatch reduced its Optimum Communications Inc (OPTU) stake by 37% in Q2 2026, selling an estimated $3.73M and leaving 5,189,270 shares worth $7.52M. The position accounts for 0.81% of the portfolio, ranked #17.

Jonathan Kolatch first reported a position in OPTU in Q3 2021 and has held it in 20 quarters since. The position peaked at $130M in Q4 2021. 192 funds tracked by Wall St. Rank hold OPTU as of Q2 2026.

  • Jonathan Kolatch held 5,189,270 shares of Optimum Communications Inc worth $7.52M as of Q2 2026.
  • Jonathan Kolatch sold 3,000,000 Optimum Communications Inc shares in Q2 2026, an estimated $3.73M.
  • Optimum Communications Inc made up 0.81% of Jonathan Kolatch's portfolio in Q2 2026, its #17 holding.
  • Jonathan Kolatch first reported a position in Optimum Communications Inc in Q3 2021 and has held it in 20 quarters since.
  • Jonathan Kolatch's Optimum Communications Inc position peaked at $130M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2026.

Based on Redwood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.