Monitor for any revocation of the suspension by Cox, which would signal a resumption of share sales. The suspension removes near-term overhang from potential Cox sales, but the large 28.7% stake remains a latent supply risk.
Price Chart
Executive Summary
Cox Enterprises has suspended its participation in Charter Communications' share repurchase program under the Repurchase Letter Agreement dated August 19, 2026. The suspension, effective September 28, 2026, means Cox will not sell shares of Class A Common Stock or Common Units to Charter until further notice. Cox still beneficially owns 46,153,885 shares (28.7% on an as-converted basis) and the suspension is voluntary and revocable.
Key Financial Metrics
Key Facts
- Cox Enterprises delivered a Suspension Notice on September 28, 2026, electing not to participate in repurchases of Class A Common Stock or Common Units.
- The suspension is revocable by written notice from Cox to Charter.
- Cox and CCEH beneficially own 46,153,885 shares of Class A Common Stock (28.7% on an as-converted basis), unchanged from prior filing.
- The Repurchase Letter Agreement was entered into on August 19, 2026, and allowed Cox to sell shares pro rata to Charter's repurchases from third parties.
- The suspension removes a potential source of share supply/dilution in the near term but also removes a potential source of cash for Cox.
Financial Impact
No financial figures disclosed. The suspension halts Cox's participation in Charter's share repurchase program, which could have involved undisclosed dollar amounts.
Risk Factors
- Cox could revoke the suspension at any time, potentially resuming share sales and creating selling pressure.
- The large Cox stake (28.7%) remains a significant overhang on the stock.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D/A Filing (Primary) | 0001104659-26-112404 |
| Document: 0001104659-26-112404-index-headers.html | 0001104659-26-112404 |
| Document: 0001104659-26-112404-index.html | 0001104659-26-112404 |
| Document: 0001104659-26-112404.txt | 0001104659-26-112404 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $108.61 $102.18 | ▼ −5.92% | ▼ −6.63% | $102.18 (−5.92%) |
Oct 19, 2026 7d ago | 8-K | $110.03 $107.26 | ▼ −2.52% | ▼ −3.04% | $102.18 (−7.13%) |
Sep 30, 2026 26d ago | SC 13D/A | $111.37 $109.29 | ▼ −1.87% | ▼ −2.61% | $102.18 (−8.25%) |
Aug 28, 2026 8w ago | 144 | $153.62 $152.44 | ▼ −0.77% | ▼ −0.47% | $102.18 (−33.49%) |
Aug 20, 2026 9w ago | Press Release | $147.76 $150.17 | ▲ +1.63% | ▲ +1.22% | $102.18 (−30.85%) |
Aug 8, 2026 11w ago | Institutional Cluster | $153.29 $157.69 | ▲ +2.87% | ▲ +3.19% | $102.18 (−33.34%) |
May 29, 2026 21w ago | Court Ruling | $142.60 $140.27 | ▼ −1.63% | ▼ −1.77% | $102.18 (−28.35%) |
Apr 28, 2026 25w ago | Insider Cluster | $158.65 $165.17 | ▲ +4.11% | ▲ +3.11% | $102.18 (−35.59%) |
Feb 25, 2026 34w ago | 8-K | $225.75 $228.38 | ▲ +1.17% | ▲ +1.71% | $102.18 (−54.74%) |
Feb 2, 2026 38w ago | Court Ruling | $212.74 $224.18 | ▲ +5.38% | ▲ +5.86% | $102.18 (−51.97%) |
US Market Status
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