activist stake disclosed
CHTR Charter Communications, Inc.
Cox Enterprises Inc Et Al disclosed a new 5%+ stake in CHTR with active intent (Schedule 13D filed 25 Aug 2026).
Orin's take
Cox Enterprises' 13D filing with active intent adds a strategic endorsement to the buy thesis, signaling that an industry peer sees deep value in CHTR at 4.0x earnings and 5.8x EV/EBITDA. The move raises the probability of operational or structural catalysts that could close the discount to the 200-day MA.
What would change this read
A 13D amendment disclosing a reduction in the stake or a change to passive intent would undercut the active-engagement premise.
The facts
COX ENTERPRISES INC ET AL filed a Schedule 13D.
- Filer
- COX ENTERPRISES INC ET AL
- Form
- 13D
- Stake
- not stated in the filing header
- Filed
- 25 Aug 2026
- Filing
- 0001104659-26-100879
Sources
- 1 Schedule 13D filing0001104659-26-100879
Signals are informational research, not individualized investment advice.