What Makes Charter Communications (CHTR) a Leader in the U.S. Connectivity Market?

LRT Capital Management, an investment management company, released its “LRT Global Opportunities Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy leverages a systematic long/short approach to generate positive returns while effectively controlling downside risks and maintaining low net exposure to the equity markets. In September, the strategy returned -8.00% (net), and the YTD return was -0.17%. It was a challenging month for the strategy, as the market indexes surged, with a select few highly overvalued mega-cap stocks, while the rest of the market declined. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, LRT Global Opportunities Strategy highlighted stocks such as Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a broadband connectivity and cable operator company. The one-month return of Charter Communications, Inc. (NASDAQ:CHTR) was 5.13%, and its shares lost 17.23% of their value over the last 52 weeks. On October 7, 2025, Charter Communications, Inc. (NASDAQ:CHTR) stock closed at $276.48 per share, with a market capitalization of $37.765 billion.

LRT Global Opportunities Strategy stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its third quarter 2025 investor letter:

“Charter Communications, Inc. (NASDAQ:CHTR) is one of the largest and most influential connectivity companies in the United States, providing a comprehensive suite of broadband, video, mobile, and voice services under its Spectrum brand. The company’s business model is built upon its vast and robust hybrid fiber-coaxial network infrastructure, which serves as the foundation for its entire product portfolio and creates a significant competitive moat. This extensive network passes more than 57 million homes and businesses across 41 states, giving Charter immense scale and a durable position in the American telecommunications landscape.

The cornerstone of Charter’s strategy is its high-speed broadband service. This product is the primary driver of customer relationships and serves as the anchor for the company’s bundled offerings. Recognizing the critical importance of network superiority, Charter is executing a multi-year, multi-billion-dollar network evolution initiative. This plan involves upgrading its infrastructure to DOCSIS 4.0 technology, which will enable the delivery of multi-gigabit symmetrical speeds across its footprint. This proactive investment ensures Charter can effectively compete with fiber-to-the-home providers and meet the ever-increasing bandwidth demands of its residential and commercial customers.…” (Click here to read the full text)

In another article, we covered Charter Communications, Inc. (NASDAQ:CHTR) and shared the list of most oversold large cap stocks so far in 2025. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.