The Fund's largest holding, Liberty Broadband (LBRDA, Financial) (owner of a 26% stake in Charter Communications (CHTR, Financial)), set the performance standard for both the quarter and year-to- date periods. As customers spend increasingly more time at home, the utility of Charter's broadband offering has never been clearer, and the company's continued execution against its growth plan drove its shares to new heights.
From Wallace Weitz (Trades, Portfolio)'s Hickory Fund third-quarter 2020 commentary.
