Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Warner Bros. Discovery, Inc. | 184,023,290 | reported | 14 Dec 2023 | tx 40+32,813,674.94−215,488,495 |
| CHARTER COMMUNICATIONS, INC. /MO/ | 15,673,977 | reported | 03 Jul 2025 | tx 115+5,671,580−18,828,907 |
| Clearwire Corp /DE | 8,474,440 | reported | 02 Mar 2010 | tx 8+6,948,880 |
| TIME WARNER TELECOM INC | 6,626,044 | reported | 23 Mar 2006 | tx 6+5,821,624−11,643,248 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Jul 2025 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 150,266 | 396.19 USD | deriv |
| 03 Apr 2025 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 237,171 | 363.48 USD | deriv |
| 06 Jan 2025 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 36,178 | 390.52 USD | deriv |
| 04 Jan 2024 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 104,768 | 392.35 USD | deriv |
| 14 Dec 2023 | PURCHASE | Warner Bros. Discovery, Inc. | 10,000,000 | 12.49 USD | |
| 14 Dec 2023 | SALE | Warner Bros. Discovery, Inc. | 10,000,000 | 12.49 USD | |
| 03 Nov 2023 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 149,153 | 430.92 USD | deriv |
| 31 Oct 2023 | PURCHASE | CHARTER COMMUNICATIONS, INC. /MO/ | 624,239 | — | deriv |
| 31 Oct 2023 | SALE | CHARTER COMMUNICATIONS, INC. /MO/ | 624,239 | — | deriv |
| 01 Nov 2023 | PURCHASE | CHARTER COMMUNICATIONS, INC. /MO/ | 300,000 | — | deriv |
| 01 Nov 2023 | SALE | CHARTER COMMUNICATIONS, INC. /MO/ | 300,000 | — | deriv |
| 06 Oct 2023 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 114,728 | 436.44 USD | deriv |
| 29 Aug 2023 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 447.06 USD | |
| 29 Aug 2023 | EXERCISE | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 408.21 USD | |
| 29 Aug 2023 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 447.06 USD | |
| 29 Aug 2023 | EXERCISE | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 408.21 USD | |
| 28 Aug 2023 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 427.76 USD | |
| 28 Aug 2023 | EXERCISE | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 408.21 USD | |
| 28 Aug 2023 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 427.76 USD | |
| 28 Aug 2023 | EXERCISE | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 408.21 USD | |
| 30 Aug 2023 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 442.25 USD | |
| 30 Aug 2023 | EXERCISE | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 408.21 USD | |
| 30 Aug 2023 | EXERCISE | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 408.21 USD | |
| 30 Aug 2023 | OTHER | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 442.25 USD | |
| 28 Aug 2023 | EXERCISE | CHARTER COMMUNICATIONS, INC. /MO/ | 125,000 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 21 Jul 2023.