Group 1 - Oakmark Equity and Income Fund underperformed the S&P 500 / Bloomberg U.S. Aggregate Bond Index in Q3 2025, with a return of 3.64% for equities and 2.40% for fixed income [1] - The Fund's allocation was 59.6% in equities, 39.3% in fixed income, and 1.1% in cash [1] - Charter Communications, Inc. was highlighted as a top detractor in the Fund's performance, with a stock price decline following weak Q2 earnings and a significant drop in broadband subscriptions [3] Group 2 - Charter Communications, Inc. had a one-month return of 1.59% but lost 18.72% of its value over the last 52 weeks, closing at $265.00 per share with a market capitalization of $36.197 billion [2] - Despite near-term volatility in subscriber results, the company’s average revenue per user (ARPU) growth accelerated, indicating potential long-term competitiveness [3] - Charter Communications is not among the 30 Most Popular Stocks Among Hedge Funds, with a decrease in hedge fund holdings from 59 to 56 [4]
Charter Communications (CHTR) Declined Following Weak Results