Joel Greenblatt's CHTR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 53.5K shares of Charter Communications, Inc. (CHTR) worth $14.7 M, representing 0.06% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CHTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 44.4K shares. Largest reduction occurred in Q1 2020, reducing 51.2K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Charter Communications (CHTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Charter Communications (CHTR) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +4,540 | New Buy | 4,540 | $327.31 |
| Q2 2017 | +1,203 | Add 26.50% | 5,743 | $336.93 |
| Q3 2017 | -1,947 | Reduce 33.90% | 3,796 | $363.54 |
| Q4 2017 | -3,796 | Sold Out | 3,796 | $0.00 |
| Q1 2019 | +834 | New Buy | 834 | $346.52 |
| Q2 2019 | +2,389 | Add 286.45% | 3,223 | $395.28 |
| Q3 2019 | +44,361 | Add 1376.39% | 47,584 | $412.11 |
| Q4 2019 | +30,229 | Add 63.53% | 77,813 | $485.09 |
| Q1 2020 | -51,177 | Reduce 65.77% | 26,636 | $436.33 |
| Q2 2020 | +3,701 | Add 13.89% | 30,337 | $510.04 |
| Q3 2020 | -6,682 | Reduce 22.03% | 23,655 | $624.35 |
| Q4 2020 | -2,845 | Reduce 12.03% | 20,810 | $661.56 |
| Q1 2021 | -8,005 | Reduce 38.47% | 12,805 | $617.02 |
| Q2 2021 | -4,836 | Reduce 37.77% | 7,969 | $721.42 |
| Q3 2021 | +731 | Add 9.17% | 8,700 | $727.59 |
| Q4 2021 | +3,106 | Add 35.70% | 11,806 | $651.96 |
| Q1 2022 | +11,439 | Add 96.89% | 23,245 | $545.54 |
| Q2 2022 | -3,669 | Reduce 15.78% | 19,576 | $468.53 |
| Q3 2022 | +4,181 | Add 21.36% | 23,757 | $303.36 |
| Q4 2022 | +14,243 | Add 59.95% | 38,000 | $339.10 |
| Q1 2023 | -19,369 | Reduce 50.97% | 18,631 | $357.61 |
| Q2 2023 | -2,777 | Reduce 14.91% | 15,854 | $367.37 |
| Q3 2023 | -7,995 | Reduce 50.43% | 7,859 | $439.82 |
| Q4 2023 | -853 | Reduce 10.85% | 7,006 | $388.68 |
| Q1 2024 | -184 | Reduce 2.63% | 6,822 | $290.63 |
| Q2 2024 | +21,171 | Add 310.33% | 27,993 | $298.96 |
| Q3 2024 | +3,842 | Add 13.72% | 31,835 | $324.08 |
| Q4 2024 | -6,178 | Reduce 19.41% | 25,657 | $342.77 |
| Q1 2025 | -2,486 | Reduce 9.69% | 23,171 | $368.53 |
| Q2 2025 | +2,077 | Add 8.96% | 25,248 | $408.81 |
| Q3 2025 | +28,203 | Add 111.70% | 53,451 | $275.10 |
Joel Greenblatt's Charter Communications Investment FAQs
Joel Greenblatt first purchased Charter Communications, Inc. (CHTR) in Q1 2017, acquiring 4,540 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Charter Communications, Inc. (CHTR) for 35 quarters since Q1 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Charter Communications, Inc. (CHTR) was in Q3 2019, adding 47,584 shares worth $19.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 53,451 shares of Charter Communications, Inc. (CHTR), valued at approximately $14.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Charter Communications, Inc. (CHTR) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Charter Communications, Inc. (CHTR) was 77,813 shares, as reported at the end of Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.