
The Sequoia Fund has highlighted Charter Communications ($CHTR) as a leading U.S. cable operator with over 30 million subscribers, despite facing challenges from fixed wireless services. The fund notes that Charter maintains a strong valuation and recovery potential, as detailed in their Q4 letter. In related insider trading news, Liberty Broadband Corp, a director and 10% owner of Charter, disposed of 273,636 shares at approximately $365.45, totaling $100,000,276. Additionally, Charter announced its acquisition of Liberty Broadband ($LBRDA) on November 13, 2025, for 0.236x shares, with an expected closing date in June 2027. The deal, valued at $4.4 billion, is anticipated to close in the coming months. Other insider trading activities include significant transactions by executives at Airbnb ($ABNB), Workday ($WDAY), and FedEx ($FDX), with notable deal sizes reported for each company.
Insider Trade Summary for FEDEX CORP ($FDX): - Insiders transacted a total of $49,084,787. - Reporting Owner: SMITH FREDERICK W (Director, Officer). - Transactions: - Acquired 132,520 shares at ~$180.82. - Disposed 22,498 shares at ~$201.7146. - Disposed 850 shares at
Insider Trade Summary for CHARTER COMMUNICATIONS, INC. /MO/ ($CHTR): - Reporting Owner: Liberty Broadband Corp (Director, 10% Owner) - Total Deal Size: $100,000,276 - Transaction: DISPOSED 273,636 shares at ~$365.45 Sentiment: The insider selling of a significant number of
The $4.4 billion deal is expected to close in the coming months. https://t.co/MKYoRNQhUC
