Letters by company
Charter Communications, INC.
4 letters discussing CHTR. Everything written about it on this site is on its ticker page.
- FPA Crescent Fund FPA Crescent Fund 3Q26 Commentary FPA Crescent Fund trimmed AI-associated holdings and added Boston Scientific, HCA, Core & Main, Fluidra and JBT Marel. It put cash to work in short-term Treasuries and TIPS, while preparing to assess credit-market dislocations and building several new positions at what it views as sensible valuations. 3Q26 028260 $39BADI $197BCHTR $13B
- Dodge & Cox Stock Fund To Our Shareholders Dodge & Cox Stock Fund added Roper Technologies, Visa, Arthur J. Gallagher and Thermo Fisher Scientific while increasing Microsoft, arguing that AI fears, cyclical pressures and regulatory concerns had created valuation opportunities. The fund retained confidence in FIS, Fiserv and Charter Communications despite operational and competitive concerns, maintaining a contrarian tilt toward Financials and Health Care. six-month period ended June 30, 2026 AJG $58BCHTR $13BFIS $18B
- First Eagle Investments Global Equity ETF Commentary Global Equity ETF commentary argues that easy financial conditions, AI infrastructure spending and household dissaving support earnings but leave markets vulnerable, while gold retains strategic hedging value amid fiscal strain. It attributes gains to Samsung, Alphabet and health-care holdings, and maintains conviction in Noble, Charter, HCA, Exxon and Agnico despite sector pressures. second quarter 2026 0R1M $888BAEM $93BCHTR $13B
- Dodge & Cox Stock Fund Stock Fund Investment Commentary Dodge & Cox Stock Fund established positions in Visa, Thermo Fisher Scientific, and KKR after AI and macro concerns depressed shares of businesses it views as durable franchises. The fund retained conviction in Fidelity National Information Services, Fiserv, and Charter Communications, arguing that valuation declines overstate their long-term risks. second quarter of 2026 KKR-P-D TMO $246BV $696B
