4 names are moving together; 50% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CHTR | Charter Communications, Inc. | Communication Services | +0.6% | 6/6 observed active sessions |
| KMPR | Kemper Corporation | Financial Services | +1.7% | 4/6 observed active sessions |
| LBRDK | Liberty Broadband Corporation | Communication Services | +0.6% | 6/6 observed active sessions |
| LBRDA | Liberty Broadband Corporation | Communication Services | +0.4% | 6/6 observed active sessions |
Cohort
4 namesParticipation
50% this sessionObserved history
21 daily buildsFiling coverage
4/4 membersinput costs affecting expense
“Customer operations also decreased during the three and nine months ended September 30, 2025, as compared to the corresponding periods in the prior year, due to lower labor costs, partly offset by higher bad debt expense.”
LBRDK 10-Q
restructuring
“Due to a sustained decline in Charter’s share price, we recorded a $4.4 billion impairment loss on our equity method investment in Charter during the fourth quarter of 2025, reducing our investment balance to fair value determined using Charter’s share price, which is a Level 1 fair value input.”
LBRDK 10-K
capital investment / capacity affecting expense
“Depreciation and amortization expense increased $30 million during the three months ended March 31, 2026, as compared to the corresponding period in the prior year, primarily as a result of more recent capital expenditures, partly offset by certain assets becoming fully depreciated.”
LBRDK 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
LBRDApartner · Moving with the group now · 115 min observed
Filing receipt · VZ / LBRDA
“The Spectrum Mobile service is offered to customers subscribing to Charter’s Internet service and uses the customers’ private WiFi, its Spectrum Mobile network (comprise…”
LBRDA · partner
LBRDApartner · Not moving with the group now
Filing receipt · TMUS / LBRDA
“In addition, in July 2025, Charter entered into a multi-year agreement with T-Mobile US, Inc.”
LBRDA · partner
LBRDAinvestee · Not moving with the group now
Filing receipt · GLIBK / LBRDA
“Overview GCI Liberty, Inc.”
LBRDA · investee
KMPRpartner · Not moving with the group now
Filing receipt · PFLT / KMPR
“PennantPark Senior Secured Loan Fund I LLC In May 2017, we and Kemper formed PSSL, an unconsolidated joint venture.”
KMPR · partner
LBRDAtext peer · Not moving with the group now
No filing excerpt is available for this relationship.