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OPTU Altice USA Inc.

Communication Services, filed as ALTICE USA INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 2 Owners
  • Max 2.4%
  • $16M
  • 1 add 1 reduce 1 exit

In 2026 Q2 Senator Investment Group added to Altice USA, King Street Capital Management trimmed, and Howard Marks sold out.

Who owns this now

Largest portfolio weights among holders, up to 2.4% (King Street Capital Management). Not free-float ownership.

  1. King Street Capital Management Reduce 2.4%
  2. Senator Investment Group Add 0.42%

Who owns OPTU

Sorted by value, long equity only, as of 2026 Q2.

History
Senator Investment Group 0.42%, was 0.30% Add +60.0% 8,000,000 $12M History
King Street Capital Management 2.4%, was 3.2% Reduce −61.1% 3,125,000 $4.5M History
Howard Marks, Oaktree Capital Management exited 2026 Q2 Last 2026 Q1 0.15% Exit −0.15% 7,330,490 $9.5M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by OPTU's executives, directors and 10% owners in the last 12 months, from their Form 4s

All OPTU insider trades
  • $3.6M bought by 1 insider
  • $5.9M sold by 2 insiders outside a trading plan
  • $140K sold by 1 insider under 10b5-1 plans
  1. Neil S Subin 10% owner, +3 joint filers
    Buy
    $1.2M 2,228,007 shares at $0.5200 +11% to stake
    Traded Oct 22–23 Filed Oct 26
    ↗
  2. Neil S Subin 10% owner, +3 joint filers
    Buy
    $2.5M 3,032,354 shares at $0.8100 +18% to stake
    Traded Jul 29–Aug 25 Filed Oct 9
    ↗
  3. Michael Olsen General Counsel and CCRO
    Planned sale
    $15K 20,000 shares at $0.7400 2.3% of stake
    Traded Aug 3 Filed Aug 5
    ↗
  4. Michael Olsen General Counsel and CCRO
    Planned sale
    $18K 20,000 shares at $0.8800 2.2% of stake
    Traded Jul 1 Filed Jul 1
    ↗
  5. Michael Olsen General Counsel and CCRO
    Planned sale
    $22K 20,000 shares at $1.12 2.1% of stake
    Traded Jun 1 Filed Jun 2
    ↗
  6. Michael Olsen General Counsel and CCRO
    Planned sale
    $32K 20,000 shares at $1.59 1.6% of stake
    Traded May 1 Filed May 4
    ↗
  7. Michael Olsen General Counsel and CCRO
    Planned sale
    $26K 20,000 shares at $1.29 1.6% of stake
    Traded Apr 1 Filed Apr 3
    ↗
  8. Michael Olsen General Counsel and CCRO
    Planned sale
    $28K 20,000 shares at $1.40 1.6% of stake
    Traded Mar 2 Filed Mar 3
    ↗
  9. Michael Olsen General Counsel and CCRO
    Sale
    $400K 250,000 shares at $1.60 14% of stake
    Traded Feb 17 Filed Feb 19
    ↗
  10. Dexter Goei Director
    Sale
    $2.7M 1,514,182 shares at $1.77 20% of stake
    Traded Dec 9–10 Filed Dec 11, 2025
    ↗
  11. Dexter Goei Director
    Sale
    $665K 349,582 shares at $1.90 4.4% of stake
    Traded Dec 5, 2025 Filed Dec 9, 2025
    ↗
  12. Dexter Goei Director
    Sale
    $426K 223,915 shares at $1.90 2.7% of stake
    Traded Dec 3–4 Filed Dec 5, 2025
    ↗
  13. Dexter Goei Director
    Sale
    $417K 217,126 shares at $1.92 2.6% of stake
    Traded Dec 1–2 Filed Dec 3, 2025
    ↗
  14. Dexter Goei Director
    Sale
    $1.3M 695,195 shares at $1.90 7.6% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 10 sales back to the company and 9 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 2.02,4.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 3.01,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,3.02,7.01,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $9.24B $8.95B $8.59B
Gross profit * $6.21B $6.06B $5.95B
Gross margin * 67.2% 67.7% 69.3%
Net income $0.053B -$0.103B -$1.87B
Net margin * 0.6% -1.1% -21.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.835B $0.731B $1.64B
Total non-current assets * $31.09B $30.97B $29.06B
Total assets $31.92B $31.7B $30.7B
Total current liabilities $2.31B $2.25B $2.05B
Total non-current liabilities * $30.05B $29.9B $30.95B
Total equity -$0.422B -$0.469B -$2.31B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.83B $1.58B $1.23B
Cash from investing -$1.71B -$1.46B -$1.29B
Cash from financing -$122.59M -$171.98M $949.36M
Net change in cash -$3.41M -$45.51M $884.62M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.