John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
Holdings Activity Buys Sells    History
Holding/activity history for  Charter Communications (CHTR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.04 SEC
2024   Q4 6,025 0.04 $342.77 $2,065,189 SEC
2024   Q3 6,025 0.04 $324.08 $1,952,582 SEC
2024   Q2 6,025 0.04 Reduce 98.81% 3.11 $298.96 $1,801,234 SEC
2024   Q1 504,868 3.15 Reduce 12.01% 0.60 $290.63 $146,729,787 SEC
2023   Q4 573,760 4.97 Add 15.28% 0.66 $388.68 $223,009,037 SEC
2023   Q3 497,702 5.48 Add 24.59% 1.08 $439.82 $218,899,294 SEC
2023   Q2 399,465 3.52 $367.37 $146,751,457 SEC
2023   Q1 399,465 3.91 Add 19.43% 0.64 $357.61 $142,852,679 SEC
2022   Q4 334,465 3.56 Reduce 3.17% 0.11 $339.10 $113,417,082 SEC
2022   Q3 345,405 3.43 Reduce 40.71% 3.43 $303.35 $104,779,000 SEC
2022   Q2 582,551 8.42 Reduce 9.05% 0.81 $468.53 $272,943,000 SEC
2022   Q1 640,548 8.91 Reduce 52.53% 12.18 $545.52 $349,432,000 SEC
2021   Q4 1,349,477 23.19 Add 13.43% 2.75 $651.97 $879,819,000 SEC
2021   Q3 1,189,663 23.35 Reduce 1.23% 0.30 $727.56 $865,551,000 SEC
2021   Q2 1,204,513 24.05 Add 16.70% 3.44 $721.45 $868,996,000 SEC
2021   Q1 1,032,139 24.21 Add 15.36% 3.22 $617.02 $636,850,000 SEC
2020   Q4 894,688 24.81 Reduce 18.32% 5.91 $661.55 $591,881,000 SEC
2020   Q3 1,095,411 32.26 Reduce 4.84% 1.46 $624.34 $683,909,000 SEC
2020   Q2 1,151,106 30.10 Add 5.07% 1.45 $510.04 $587,110,000 SEC
2020   Q1 1,095,554 30.35 Add 1.29% 0.39 $436.31 $478,001,000 SEC
2019   Q4 1,081,554 32.45 $485.08 $524,640,000 SEC
2019   Q3 1,081,554 38.63 Add 13.35% 4.55 $412.12 $445,730,000 SEC
2019   Q2 954,166 32.53 Add 10.97% 3.22 $395.18 $377,067,000 SEC
2019   Q1 859,850 28.35 $346.91 $298,291,000 SEC
2018   Q4 859,850 29.16 Add 12.16% 3.16 $284.97 $245,031,000 SEC
2018   Q3 766,598 22.95 Add 11.68% 2.40 $325.88 $249,819,000 SEC
2018   Q2 686,398 20.81 Add 16.43% 2.94 $293.21 $201,259,000 SEC
2018   Q1 589,514 21.00 Add 34.56% 5.39 $311.22 $183,469,000 SEC
2017   Q4 438,103 19.33 Add 88.37% 9.07 $335.96 $147,185,000 SEC
2017   Q3 232,573 12.36 Reduce 43.35% 8.44 $363.42 $84,522,000 SEC
2017   Q2 410,537 19.48 Add 6.48% 1.19 $336.85 $138,289,000 SEC
2017   Q1 385,537 18.72 Reduce 19.95% 4.05 $327.32 $126,194,000 SEC
2016   Q4 481,637 20.32 Reduce 12.10% 2.85 $287.92 $138,673,000 SEC
2016   Q3 547,937 23.56 $269.97 $147,927,000 SEC
2016   Q2 547,937 22.76 Reduce 1.69% 0.35 $228.64 $125,280,000 SEC
2016   Q1 557,331 20.80 Add 14.36% 2.61 $202.43 $112,821,000 SEC
2015   Q4 487,331 18.14 Reduce 2.77% 0.58 $183.10 $89,230,000 SEC
2015   Q3 501,231 21.01 Add 56.11% 7.55 $175.85 $88,141,000 SEC
2015   Q2 321,085 17.54 Add 312.44% 13.29 $171.25 $54,986,000 SEC
2015   Q1 77,850 7.51 Buy 7.51 $193.11 $15,034,000 SEC