Comcast Corp. (CMCSA)
| Sector: | Consumer Discretionary |
| |
| Super Investor Stats: | |
| Ownership count: | 6 |
| Ownership Rank: | 49 |
| % of all portfolios: | 0.229% |
| Hold Price * : | $40.23 |
|
Portfolio Manager |
Activity |
Share change |
% change to portfolio |
| Q4 2009 |
| hist |
William Fries, Connor Browne - Thornburg Value |
Add 25.71% |
1,425,000 |
0.68 |
| hist |
Bill Nygren - Oakmark Select |
Buy |
5,750,000 |
4.09 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 1.31% |
1,000,000 |
0.04 |
| hist |
Thomas Gayner - Markel Asset Management |
Reduce 16.25% |
10,500 |
0.01 |
| hist |
Harry Burn - Sound Shore |
Reduce 16.53% |
608,500 |
0.52 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 17.25% |
8,800 |
0.01 |
| Q3 2009 |
| hist |
Donald Yacktman - Yacktman Focused |
Add 613.33% |
920,000 |
4.11 |
| hist |
Harry Burn - Sound Shore |
Add 13.73% |
444,400 |
0.38 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Add 2.68% |
2,000,000 |
0.09 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Add 2.51% |
1,250 |
0.00 |
| hist |
William Fries, Connor Browne - Thornburg Value |
Reduce 6.96% |
414,900 |
0.22 |
| Q2 2009 |
| hist |
Donald Yacktman - Yacktman Focused |
Buy |
150,000 |
1.27 |
| hist |
Harry Burn - Sound Shore |
Reduce 0.34% |
11,200 |
0.01 |
| hist |
Thomas Gayner - Markel Asset Management |
Reduce 2.27% |
1,500 |
0.00 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 21.10% |
19,917,335 |
0.87 |
| Q1 2009 |
| hist |
Harry Burn - Sound Shore |
Add 14.17% |
403,300 |
0.39 |
| hist |
Thomas Gayner - Markel Asset Management |
Reduce 1.12% |
750 |
0.00 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 4.69% |
4,644,800 |
0.24 |
| hist |
Wallace Weitz - Weitz Value |
Sell 100.00% |
825,000 |
1.72 |
| hist |
Glenn Greenberg - Brave Warrior Capital |
Sell 100.00% |
322,735 |
0.22 |
| Q4 2008 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 14.06% |
16,200,000 |
0.85 |
| hist |
Harry Burn - Sound Shore |
Reduce 23.47% |
872,800 |
0.96 |
| hist |
William Fries, Connor Browne - Thornburg Value |
Reduce 24.08% |
1,889,900 |
1.29 |
| hist |
Wallace Weitz - Weitz Value |
Reduce 62.50% |
1,375,000 |
2.87 |
| hist |
Glenn Greenberg - Brave Warrior Capital |
Reduce 69.03% |
719,470 |
0.49 |
| hist |
Thomas Gayner - Markel Asset Management |
Reduce 92.48% |
821,950 |
1.23 |
| hist |
Bill Nygren - Oakmark Select |
Sell 100.00% |
5,750,000 |
4.65 |
| hist |
Michael Larson - Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
2,700,000 |
0.48 |
| Q3 2008 |
| hist |
Harry Burn - Sound Shore |
Add 1.29% |
47,200 |
0.04 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 8.35% |
10,500,000 |
0.47 |
* "Hold Price" is the term we use to indicate the price at which our Super Investors are happy to continue owning a security. It is the price of the security on the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.
