Charter Communications, Inc.
A US cable and broadband company that offers internet, mobile, TV, and voice services under the Spectrum brand to homes and businesses across dozens of states. Founded in 1993 by three former cable executives, it became a nationwide powerhouse after a 2016 deal absorbing Time Warner Cable and Bright House Networks. Fun fact: it was once owned by Microsoft co-founder Paul Allen, who bought it in 1998 and merged it with Marcus Cable.
The information in Items 3 and 5 of this Schedule 13D is incorporated herein by reference. The Reporting Persons hold the Issuer securities reported herein for investment purposes, subject to the following: Pursuant to the Transaction Agreement and the Third Amended and Restated Stockholders' Agreement, by and among the Issuer, Cox Enterprises, CCEH and Advance/Newhouse Partnership (the "Third Amended and Restated SHA"), the board of directors of the Issuer (the "Board") will be fixed at 13 members. At the closing of the transaction (the "Closing"), three designees selected by Cox Enterprises (with the prior approval of the Issuer, not to be unreasonably withheld) became members of the Board. Thereafter, Cox Enterprises is entitled to designate up to three nominees to the Board so long as specified voting and/or equity thresholds are maintained. Cox Enterprises also has certain committee designation and other governance rights. Alexander C. Taylor will serve as the Chairman of the Board for a three-year term (unless Mr. Taylor ceases to serve as a member of the Board prior thereto). Pursuant to the Third Amended and Restated SHA, Cox Enterprises has preemptive rights with respect to certain issuances of equity securities by Charter and Charter Holdings, and top-up rights to maintain its proportionate interest in certain circumstances, subject to specified terms and conditions. The full text of the Transaction Agreement and the Third Amended and Restated SHA are included as Exhibits 3 and 4, respectively, hereto, and are incorporated herein by reference. The Reporting Persons intend to review on a continuing basis their investment in the Issuer. The Reporting Persons may communicate with the Board, members of management and/or other stockholders from time to time with respect to operational, strategic, financial or governance matters or otherwise work with management and the Board with a view to maximizing stockholder value. Such discussions and actions may be preliminary and exploratory in nature, and may not rise to the level of a plan or proposal. The Reporting Persons may seek to acquire additional securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer) from time to time, and/or may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, in each case, in open market or private transactions, block sales or otherwise, including in connection with extraordinary corporate transactions, such as a tender offer, merger or consolidation that would result in the de-listing of the Class A Common Stock, or through in-kind distributions. The Reporting Persons expect to continue to actively evaluate such transactions, and to take other actions intended to position the Reporting Persons to opportunistically engage in one or more of such transactions in the future. To facilitate their consideration of such matters, the Reporting Persons may retain consultants and advisors and may enter into discussions with potential sources of capital and other third parties. The Reporting Persons may exchange information with any such persons pursuant to appropriate confidentiality or similar agreements. Subject to the agreements described herein, any transaction that the Reporting Persons may pursue may be made at any time and from time to time without prior notice and will depend on a variety of factors, including, without limitation, the price and availability of the Issuer's securities, subsequent developments affecting the Issuer, the Issuer's business and the Issuer's prospects, other investment and business opportunities available to the Reporting Persons, general industry and economic conditions, the securities markets in general, tax considerations and other factors deemed relevant by the Reporting Persons. Except as described in this Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions described in Item 4 of this Schedule 13D, although, the Reporting Persons, at any time and from time to time, may review, reconsider and change such position and/or change their purpose and/or develop such plans and may seek to influence management of the Issuer or the Board with respect to the business and affairs of the Issuer and may from time to time consider pursuing or proposing such matters with advisors, the Issuer or other persons.
The information in Items 3 and 5 of this Schedule 13D is incorporated herein by reference. The Reporting Persons hold the Issuer securities reported herein for investment purposes, subject to the following: Pursuant to the Transaction Agreement and the Third Amended and Restated Stockholders' Agreement, by and among the Issuer, Cox Enterprises, CCEH and Advance/Newhouse Partnership (the "Third Amended and Restated SHA"), the board of directors of the Issuer (the "Board") will be fixed at 13 members. At the closing of the transaction (the "Closing"), three designees selected by Cox Enterprises (with the prior approval of the Issuer, not to be unreasonably withheld) became members of the Board. Thereafter, Cox Enterprises is entitled to designate up to three nominees to the Board so long as specified voting and/or equity thresholds are maintained. Cox Enterprises also has certain committee designation and other governance rights. Alexander C. Taylor will serve as the Chairman of the Board for a three-year term (unless Mr. Taylor ceases to serve as a member of the Board prior thereto). Pursuant to the Third Amended and Restated SHA, Cox Enterprises has preemptive rights with respect to certain issuances of equity securities by Charter and Charter Holdings, and top-up rights to maintain its proportionate interest in certain circumstances, subject to specified terms and conditions. The full text of the Transaction Agreement and the Third Amended and Restated SHA are included as Exhibits 3 and 4, respectively, hereto, and are incorporated herein by reference. The Reporting Persons intend to review on a continuing basis their investment in the Issuer. The Reporting Persons may communicate with the Board, members of management and/or other stockholders from time to time with respect to operational, strategic, financial or governance matters or otherwise work with management and the Board with a view to maximizing stockholder value. Such discussions and actions may be preliminary and exploratory in nature, and may not rise to the level of a plan or proposal. The Reporting Persons may seek to acquire additional securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer) from time to time, and/or may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, in each case, in open market or private transactions, block sales or otherwise, including in connection with extraordinary corporate transactions, such as a tender offer, merger or consolidation that would result in the de-listing of the Class A Common Stock, or through in-kind distributions. The Reporting Persons expect to continue to actively evaluate such transactions, and to take other actions intended to position the Reporting Persons to opportunistically engage in one or more of such transactions in the future. To facilitate their consideration of such matters, the Reporting Persons may retain consultants and advisors and may enter into discussions with potential sources of capital and other third parties. The Reporting Persons may exchange information with any such persons pursuant to appropriate confidentiality or similar agreements. Subject to the agreements described herein, any transaction that the Reporting Persons may pursue may be made at any time and from time to time without prior notice and will depend on a variety of factors, including, without limitation, the price and availability of the Issuer's securities, subsequent developments affecting the Issuer, the Issuer's business and the Issuer's prospects, other investment and business opportunities available to the Reporting Persons, general industry and economic conditions, the securities markets in general, tax considerations and other factors deemed relevant by the Reporting Persons. Except as described in this Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions described in Item 4 of this Schedule 13D, although, the Reporting Persons, at any time and from time to time, may review, reconsider and change such position and/or change their purpose and/or develop such plans and may seek to influence management of the Issuer or the Board with respect to the business and affairs of the Issuer and may from time to time consider pursuing or proposing such matters with advisors, the Issuer or other persons.
The information contained in Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following information: On August 19, 2026, the transactions contemplated by Merger Agreement, including the Combination, were completed and, in connection with the completion of the Merger, the Reporting Person disposed of all of the shares of Common Stock beneficially owned by the Reporting Person and ceased to be the beneficial owner of any shares of Common Stock. Further, as a result of the Combination, on the closing date of the Combination, the Reporting Person was no longer subject to the Stockholders Agreement.
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4.
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4.
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4.
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4.
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Cox Enterprises, Inc. | 13DActivist | 27.9% | 46.15M | Aug 25, 2026 |
The information in Items 3 and 5 of this Schedule 13D is incorporated herein by reference. The Reporting Persons hold the Issuer securities reported herein for investment purposes, subject to the following: Pursuant to the Transaction Agreement and the Third Amended and Restated Stockholders' Agreement, by and among the Issuer, Cox Enterprises, CCEH and Advance/Newhouse Partnership (the "Third Amended and Restated SHA"), the board of directors of the Issuer (the "Board") will be fixed at 13 members. At the closing of the transaction (the "Closing"), three designees selected by Cox Enterprises (with the prior approval of the Issuer, not to be unreasonably withheld) became members of the Board. Thereafter, Cox Enterprises is entitled to designate up to three nominees to the Board so long as specified voting and/or equity thresholds are maintained. Cox Enterprises also has certain committee designation and other governance rights. Alexander C. Taylor will serve as the Chairman of the Board for a three-year term (unless Mr. Taylor ceases to serve as a member of the Board prior thereto). Pursuant to the Third Amended and Restated SHA, Cox Enterprises has preemptive rights with respect to certain issuances of equity securities by Charter and Charter Holdings, and top-up rights to maintain its proportionate interest in certain circumstances, subject to specified terms and conditions. The full text of the Transaction Agreement and the Third Amended and Restated SHA are included as Exhibits 3 and 4, respectively, hereto, and are incorporated herein by reference. The Reporting Persons intend to review on a continuing basis their investment in the Issuer. The Reporting Persons may communicate with the Board, members of management and/or other stockholders from time to time with respect to operational, strategic, financial or governance matters or otherwise work with management and the Board with a view to maximizing stockholder value. Such discussions and actions may be preliminary and exploratory in nature, and may not rise to the level of a plan or proposal. The Reporting Persons may seek to acquire additional securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer) from time to time, and/or may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, in each case, in open market or private transactions, block sales or otherwise, including in connection with extraordinary corporate transactions, such as a tender offer, merger or consolidation that would result in the de-listing of the Class A Common Stock, or through in-kind distributions. The Reporting Persons expect to continue to actively evaluate such transactions, and to take other actions intended to position the Reporting Persons to opportunistically engage in one or more of such transactions in the future. To facilitate their consideration of such matters, the Reporting Persons may retain consultants and advisors and may enter into discussions with potential sources of capital and other third parties. The Reporting Persons may exchange information with any such persons pursuant to appropriate confidentiality or similar agreements. Subject to the agreements described herein, any transaction that the Reporting Persons may pursue may be made at any time and from time to time without prior notice and will depend on a variety of factors, including, without limitation, the price and availability of the Issuer's securities, subsequent developments affecting the Issuer, the Issuer's business and the Issuer's prospects, other investment and business opportunities available to the Reporting Persons, general industry and economic conditions, the securities markets in general, tax considerations and other factors deemed relevant by the Reporting Persons. Except as described in this Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions described in Item 4 of this Schedule 13D, although, the Reporting Persons, at any time and from time to time, may review, reconsider and change such position and/or change their purpose and/or develop such plans and may seek to influence management of the Issuer or the Board with respect to the business and affairs of the Issuer and may from time to time consider pursuing or proposing such matters with advisors, the Issuer or other persons. | ||||
| Cox Communications Equity Holdings, Inc. | 13DActivist | 27.9% | 46.15M | Aug 25, 2026 |
The information in Items 3 and 5 of this Schedule 13D is incorporated herein by reference. The Reporting Persons hold the Issuer securities reported herein for investment purposes, subject to the following: Pursuant to the Transaction Agreement and the Third Amended and Restated Stockholders' Agreement, by and among the Issuer, Cox Enterprises, CCEH and Advance/Newhouse Partnership (the "Third Amended and Restated SHA"), the board of directors of the Issuer (the "Board") will be fixed at 13 members. At the closing of the transaction (the "Closing"), three designees selected by Cox Enterprises (with the prior approval of the Issuer, not to be unreasonably withheld) became members of the Board. Thereafter, Cox Enterprises is entitled to designate up to three nominees to the Board so long as specified voting and/or equity thresholds are maintained. Cox Enterprises also has certain committee designation and other governance rights. Alexander C. Taylor will serve as the Chairman of the Board for a three-year term (unless Mr. Taylor ceases to serve as a member of the Board prior thereto). Pursuant to the Third Amended and Restated SHA, Cox Enterprises has preemptive rights with respect to certain issuances of equity securities by Charter and Charter Holdings, and top-up rights to maintain its proportionate interest in certain circumstances, subject to specified terms and conditions. The full text of the Transaction Agreement and the Third Amended and Restated SHA are included as Exhibits 3 and 4, respectively, hereto, and are incorporated herein by reference. The Reporting Persons intend to review on a continuing basis their investment in the Issuer. The Reporting Persons may communicate with the Board, members of management and/or other stockholders from time to time with respect to operational, strategic, financial or governance matters or otherwise work with management and the Board with a view to maximizing stockholder value. Such discussions and actions may be preliminary and exploratory in nature, and may not rise to the level of a plan or proposal. The Reporting Persons may seek to acquire additional securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer) from time to time, and/or may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, in each case, in open market or private transactions, block sales or otherwise, including in connection with extraordinary corporate transactions, such as a tender offer, merger or consolidation that would result in the de-listing of the Class A Common Stock, or through in-kind distributions. The Reporting Persons expect to continue to actively evaluate such transactions, and to take other actions intended to position the Reporting Persons to opportunistically engage in one or more of such transactions in the future. To facilitate their consideration of such matters, the Reporting Persons may retain consultants and advisors and may enter into discussions with potential sources of capital and other third parties. The Reporting Persons may exchange information with any such persons pursuant to appropriate confidentiality or similar agreements. Subject to the agreements described herein, any transaction that the Reporting Persons may pursue may be made at any time and from time to time without prior notice and will depend on a variety of factors, including, without limitation, the price and availability of the Issuer's securities, subsequent developments affecting the Issuer, the Issuer's business and the Issuer's prospects, other investment and business opportunities available to the Reporting Persons, general industry and economic conditions, the securities markets in general, tax considerations and other factors deemed relevant by the Reporting Persons. Except as described in this Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions described in Item 4 of this Schedule 13D, although, the Reporting Persons, at any time and from time to time, may review, reconsider and change such position and/or change their purpose and/or develop such plans and may seek to influence management of the Issuer or the Board with respect to the business and affairs of the Issuer and may from time to time consider pursuing or proposing such matters with advisors, the Issuer or other persons. | ||||
| Liberty Broadband Corporation | 13D/AActivist | 0% | 0 | Aug 21, 2026 |
The information contained in Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following information: On August 19, 2026, the transactions contemplated by Merger Agreement, including the Combination, were completed and, in connection with the completion of the Merger, the Reporting Person disposed of all of the shares of Common Stock beneficially owned by the Reporting Person and ceased to be the beneficial owner of any shares of Common Stock. Further, as a result of the Combination, on the closing date of the Combination, the Reporting Person was no longer subject to the Stockholders Agreement. | ||||
| Advance/Newhouse Partnership | 13D/AActivist | 14.35% | 18.65M | Aug 20, 2026 |
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4. | ||||
| Newhouse Broadcasting Corporation | 13D/AActivist | 14.35% | 18.65M | Aug 20, 2026 |
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4. | ||||
| Advance Publications, Inc. | 13D/AActivist | 14.35% | 18.65M | Aug 20, 2026 |
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4. | ||||
| Newhouse Family Holdings, L.P. | 13D/AActivist | 14.35% | 18.65M | Aug 20, 2026 |
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4. | ||||
| Advance Long-Term Management Trust | 13D/AActivist | 14.35% | 18.65M | Aug 20, 2026 |
The information with respect to the consummation of the Transactions and the Ancillary Agreements entered into in connection therewith, as well as the continued Suspension of the Share Repurchases set forth in Items 5(c) and 6 is incorporated herein by reference to the extent responsive to this Item 4. | ||||
| Ronald A. Duncan | 13GPassive | 6.6% | 475.0K | Aug 20, 2026 |
| Dodge & Cox | 13G/APassive | 12.6% | 15.03M | Aug 13, 2026 |