What smart money is saying about Cable One Inc.
CABO
No fund has written a full thesis on Cable One Inc. in our archive, but 4 fund letters report a position in it — most recently Davenport in December 2025.
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4
Reported positions
0
Bought
2
Sold
4
Letters
Position history
Between Q2 2025 and Q4 2025, 4 fund letters reported a position in Cable One Inc. — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 3 | 0 | 2 | 0 |
Fund activity · 4 positions · 2 moves
- HoldsDavenportDecember 2025
“Detractors: Key detractors included Cable One Inc. (CABO), Janus International Group Inc. (JBI) and Trex Company Inc. (TREX).”
Cable One Inc. - ExitedAtai CapitalJune 2025
“During the quarter, we sold out of Cable One and significantly trimmed AstroNova, both of which we’ll touch on in more detail shortly.”
Cable One Inc. - June 2025
“The communication services sector was another source of relative weakness, due largely to our investment in Cable One (CABO), a broadband provider in rural markets.”
Cable One Inc. - June 2025
“We sold the remaining position following share weakness.”
Cable One Inc.
Read the letters behind these Cable One Inc. positions
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