Position in CHTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,282,715
+$319,004 QoQ
Shares Held
10,574
+12.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.2791753357291467.ToString("F0")%
Shared 0.ToString("F0")%
None 97.72082466427085.ToString("F0")%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026CWM, LLC holds $195,656,916 across 39 Telecom Services names. CHTR ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
1,459,592 | $73,271,518 | |
| 2 | T |
At&T Inc.
|
2,268,339 | $65,759,147 | |
| 3 | CMCSA |
Comcast Corp
|
988,050 | $28,366,915 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
79,710 | $16,741,491 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
This page
|
10,574 | $2,282,715 | |
| 6 | LBTYA |
Liberty Global Ltd.
|
155,533 | $1,880,393 | |
| 7 | IRDM |
Iridium Communications Inc.
|
58,511 | $1,623,095 | |
| 8 | SHEN |
Shenandoah Telecommunications Co/Va/
|
73,382 | $1,131,550 |
All Filings in CHTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,282,715 | 10,574 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,963,711 | 9,407 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,381,176 | 23,195 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,096,837 | 2,683 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $712,737 | 1,934 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $617,328 | 1,801 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $567,464 | 1,751 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $481,325 | 1,610 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $521,390 | 1,794 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $944,103 | 2,429 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,012,905 | 2,303 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $786,539 | 2,141 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $732,385 | 2,048 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $658,532 | 1,942 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $274,228 | 904 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $534,592 | 1,141 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $410,776 | 753 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $295,994 | 454 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $204,891 | 284 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $175,233 | 284 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $187,880 | 284 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $177,312 | 284 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $144,851 | 284 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $123,912 | 284 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||