Comcast Corp. (CMCSA)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:11
Ownership rank:23
% of all portfolios:0.241%
Hold Price * :$43.48
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q2  2021
≡ John Armitage - Egerton Capital Add 7.34% 693,864 0.20
≡ Nelson Peltz - Trian Fund Management Add 4.73% 939,574 0.63
≡ Thomas Gayner - Markel Asset Management Add 0.48% 2,540 0.00
≡ Steven Romick - FPA Crescent Fund Reduce 0.04% 2,448 0.00
≡ Torray Funds Reduce 0.14% 444 0.00
≡ Yacktman Asset Management Reduce 0.36% 5,550 0.00
≡ First Eagle Investment Management Reduce 1.02% 308,608 0.04
≡ Dodge & Cox Reduce 1.47% 703,400 0.05
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.03% 167,558 0.08
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 9.09% 50,000 0.30
≡ Kahn Brothers Group Reduce 12.67% 783 0.01
≡ Leon Cooperman Sell 100.00% 150,000 0.51
Q1  2021
≡ Torray Funds Add 16.50% 45,310 0.38
≡ David Katz - Matrix Asset Advisors Add 12.34% 35,601 0.29
≡ Dodge & Cox Add 6.56% 2,942,000 0.20
≡ Yacktman Asset Management Add 1.20% 18,100 0.01
≡ Thomas Gayner - Markel Asset Management Add 0.72% 3,740 0.00
≡ First Eagle Investment Management Reduce 0.66% 201,284 0.03
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.21% 183,657 0.09
≡ Steven Romick - FPA Crescent Fund Reduce 3.40% 226,871 0.17
≡ John Armitage - Egerton Capital Reduce 10.99% 1,167,365 0.33
≡ Harry Burn - Sound Shore Reduce 16.13% 106,700 0.48
≡ Lee Ainslie - Maverick Capital Reduce 83.46% 12,053 0.00
Q4  2020
≡ Torray Funds Add 624.99% 236,746 2.04
≡ Nelson Peltz - Trian Fund Management Add 27.06% 4,229,746 3.28
≡ Thomas Russo - Gardner Russo & Quinn Add 15.43% 764,134 0.36
≡ Yacktman Asset Management Add 0.43% 6,464 0.00
≡ Leon Cooperman Buy 150,000 0.57
≡ David Katz - Matrix Asset Advisors Reduce 0.09% 266 0.00
≡ Mason Hawkins - Longleaf Partners Reduce 1.68% 26,510 0.10
≡ Dodge & Cox Reduce 3.91% 1,822,300 0.14
≡ John Armitage - Egerton Capital Reduce 4.01% 443,724 0.13
≡ First Eagle Investment Management Reduce 6.28% 2,037,089 0.30
≡ Steven Romick - FPA Crescent Fund Reduce 9.19% 675,869 0.48
≡ Harry Burn - Sound Shore Reduce 10.05% 73,900 0.35
≡ Lee Ainslie - Maverick Capital Reduce 39.78% 9,539 0.01
≡ Viking Global Investors Sell 100.00% 10,045,065 1.68
Q3  2020
≡ Nelson Peltz - Trian Fund Management Add 118.30% 8,469,146 6.48
≡ Yacktman Asset Management Add 11.47% 154,336 0.11
≡ John Armitage - Egerton Capital Buy 11,061,725 3.16
≡ Torray Funds Buy 37,880 0.32
≡ Lee Ainslie - Maverick Capital Buy 23,981 0.02
≡ Dodge & Cox Reduce 0.43% 200,000 0.02
≡ First Eagle Investment Management Reduce 0.59% 191,073 0.03
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 1.79% 10,000 0.06
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.38% 227,004 0.10
≡ David Katz - Matrix Asset Advisors Reduce 5.21% 15,889 0.14
≡ Steven Romick - FPA Crescent Fund Reduce 13.08% 1,106,897 0.76
≡ Harry Burn - Sound Shore Reduce 25.35% 249,800 1.12
≡ Kahn Brothers Group Reduce 28.86% 2,507 0.02
≡ Viking Global Investors Reduce 64.78% 18,478,611 3.09
Q2  2020
≡ Viking Global Investors Add 59.33% 10,620,893 1.79
≡ David Katz - Matrix Asset Advisors Add 23.61% 58,216 0.44
≡ First Eagle Investment Management Add 0.05% 16,415 0.00
≡ Nelson Peltz - Trian Fund Management Buy 7,159,000 5.05
≡ Dodge & Cox Reduce 0.64% 300,000 0.02
≡ Robert Olstein - Olstein Capital Management Reduce 1.18% 2,000 0.01
≡ Steven Romick - FPA Crescent Fund Reduce 2.13% 184,104 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 7.73% 433,546 0.17
≡ Yacktman Asset Management Reduce 10.03% 150,000 0.09
≡ Harry Burn - Sound Shore Reduce 12.65% 142,750 0.56
≡ ValueAct Capital Sell 100.00% 328,000 0.16
Q1  2020
≡ Viking Global Investors Add 6072.16% 17,612,726 3.15
≡ David Katz - Matrix Asset Advisors Add 477.37% 203,836 1.60
≡ Harry Burn - Sound Shore Add 27.61% 244,100 0.90
≡ Steven Romick - FPA Crescent Fund Add 24.62% 1,708,092 0.88
≡ First Eagle Investment Management Add 0.57% 183,623 0.02
≡ Thomas Gayner - Markel Asset Management Add 0.19% 1,000 0.00
≡ ValueAct Capital Buy 328,000 0.16
≡ Yacktman Asset Management Reduce 0.66% 10,000 0.01
≡ Kahn Brothers Group Reduce 2.25% 200 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.90% 167,436 0.06
≡ Dodge & Cox Reduce 5.88% 2,945,000 0.20
≡ Robert Olstein - Olstein Capital Management Reduce 7.10% 13,000 0.10
≡ Mason Hawkins - Longleaf Partners Reduce 12.66% 228,412 0.72
Q4  2019
≡ Kahn Brothers Group Add 29.60% 2,030 0.01
≡ Robert Olstein - Olstein Capital Management Add 24.49% 36,000 0.25
≡ David Katz - Matrix Asset Advisors Add 2.40% 1,000 0.08
≡ Viking Global Investors Buy 290,057 0.06
≡ First Eagle Investment Management Reduce 0.79% 258,361 0.03
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.15% 126,684 0.04
≡ Steven Romick - FPA Crescent Fund Reduce 2.38% 168,957 0.08
≡ Yacktman Asset Management Reduce 17.35% 316,000 0.18
≡ Harry Burn - Sound Shore Reduce 32.81% 431,550 1.31
Q3  2019
≡ Kahn Brothers Group Add 14.11% 848 0.00
≡ Robert Olstein - Olstein Capital Management Add 2.15% 3,100 0.02
≡ Thomas Gayner - Markel Asset Management Add 1.76% 9,000 0.01
≡ David Katz - Matrix Asset Advisors Reduce 1.42% 600 0.05
≡ Yacktman Asset Management Reduce 1.68% 31,200 0.02
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 1.75% 10,000 0.06
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.47% 149,319 0.05
≡ Steven Romick - FPA Crescent Fund Reduce 9.46% 742,222 0.36
≡ Dodge & Cox Reduce 11.49% 6,501,700 0.43
≡ Mason Hawkins - Longleaf Partners Reduce 15.20% 323,343 0.96
Q2  2019
≡ Kahn Brothers Group Add 261.18% 4,346 0.02
≡ Thomas Gayner - Markel Asset Management Add 16.36% 72,000 0.05
≡ Yacktman Asset Management Reduce 0.80% 15,000 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.70% 232,627 0.07
≡ David Katz - Matrix Asset Advisors Reduce 6.00% 2,700 0.21
≡ Steven Romick - FPA Crescent Fund Reduce 8.38% 718,224 0.33

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.