Dodge & Cox (CHTR) reports 12.6% stake in Charter, 15.0M shares managed
Rhea-AI Filing Summary
Dodge & Cox reports significant ownership in Charter Communications, Inc. Class A common stock. The firm beneficially owns 15,032,214 shares, representing 12.6% of the class. It holds sole voting power over 14,253,434 shares and sole dispositive power over all 15,032,214 shares, with no shared voting or dispositive authority.
The clients of Dodge & Cox, including registered investment companies and other managed accounts, are entitled to dividends and sale proceeds from these securities. Dodge & Cox Stock Fund separately holds an interest in 9,791,376 shares, or 8.2% of the class.
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Key Figures
Beneficially owned shares: 15,032,214 shares
Ownership percentage: 12.6%
Sole voting power: 14,253,434 shares
+3 more
6 metrics
Beneficially owned shares
15,032,214 shares
Class A common stock beneficially owned by Dodge & Cox
Ownership percentage
12.6%
Percent of Charter Communications Class A common stock
Sole voting power
14,253,434 shares
Shares for which Dodge & Cox has sole power to vote
Sole dispositive power
15,032,214 shares
Shares for which Dodge & Cox can solely direct disposition
Dodge & Cox Stock Fund holdings
9,791,376 shares
Charter shares held by Dodge & Cox Stock Fund
Stock Fund ownership percentage
8.2%
Percent of the class held by Dodge & Cox Stock Fund
Key Terms
beneficially owned, sole dispositive power, sole power to vote, percent of class, +1 more
5 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 15,032,214"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"sole power to dispose or to direct the disposition of: 15,032,214"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
sole power to vote financial
"sole power to vote or to direct the vote: 14,253,434"
percent of class financial
"Percent of class: 12.6 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
FAQ
How much of Charter Communications (CHTR) does Dodge & Cox own?
Dodge & Cox beneficially owns 15,032,214 shares of Charter Communications Class A common stock, representing 12.6% of the outstanding class. This position reflects shares held across its clients, including investment companies and other managed accounts.
What voting power does Dodge & Cox report in Charter Communications (CHTR)?
Dodge & Cox reports sole voting power over 14,253,434 Charter Communications shares and no shared voting power. It therefore alone determines how most of its reported holdings are voted in shareholder matters for its clients.
How large is Dodge & Cox Stock Fund’s stake in Charter Communications (CHTR)?
Dodge & Cox Stock Fund holds an interest in 9,791,376 Charter Communications shares, equal to 8.2% of the Class A common stock. This fund is an investment company registered under the Investment Company Act of 1940.
Who ultimately receives dividends from Dodge & Cox’s CHTR holdings?
The clients of Dodge & Cox, including registered investment companies and other managed accounts, have the right to receive dividends and sale proceeds from the Charter Communications shares that Dodge & Cox manages on their behalf.
AI-generated analysis. How Rhea-AI works. Not financial advice.