LRI Investments, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 2023325
PALM BEACH GARDENS, FL
Position in CHTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,959
-$29,035 QoQ
Shares Held
63
-64.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#633
of 777 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026LRI Investments, LLC holds $1,595,838 across 24 Telecom Services names. CHTR ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
19,072 | $807,508 | |
| 2 | T |
At&T Inc.
|
19,480 | $403,236 | |
| 3 | CMCSA |
Comcast Corp
|
6,180 | $151,718 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
491 | $82,354 | |
| 5 | ECHO |
EchoStar CORP
|
404 | $41,005 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
901 | $28,976 | |
| 7 | KT |
Kt Corp
|
1,400 | $24,192 | |
| 8 | GSAT |
Globalstar, Inc.
|
204 | $16,583 |
All Filings in CHTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,959 | 63 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $37,994 | 176 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $7,152 | 26 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $79,717 | 195 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $32,062 | 87 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $68,211 | 199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,760 | 206 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $65,771 | 220 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,453 | 5 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||