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  2019
≡ Harry Burn - Sound Shore Reduce 9.70% 141,300 0.36
≡ Robert Olstein - Olstein Capital Management Reduce 11.17% 18,100 0.12
≡ Dodge & Cox Reduce 25.45% 19,318,300 1.18
Q1  2019
≡ Thomas Gayner - Markel Asset Management Add 10.28% 41,000 0.03
≡ Steven Romick - FPA Crescent Fund Reduce 0.45% 38,590 0.02
≡ Yacktman Asset Management Reduce 0.82% 15,500 0.01
≡ Dodge & Cox Reduce 0.86% 654,600 0.04
≡ Kahn Brothers Group Reduce 3.26% 56 0.00
≡ Robert Olstein - Olstein Capital Management Reduce 6.90% 12,000 0.08
≡ Thomas Russo - Gardner Russo & Quinn Reduce 7.26% 492,372 0.15
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.06% 50,000 0.27
Q4  2018
≡ Steven Romick - FPA Crescent Fund Add 1.52% 128,808 0.05
≡ Thomas Gayner - Markel Asset Management Add 0.76% 3,000 0.00
≡ Harry Burn - Sound Shore Buy 1,456,800 3.11
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.17% 222,252 0.06
≡ David Katz - Matrix Asset Advisors Reduce 4.26% 2,000 0.14
≡ Dodge & Cox Reduce 5.49% 4,450,000 0.25
≡ Robert Olstein - Olstein Capital Management Reduce 23.01% 52,000 0.29
≡ Mason Hawkins - Longleaf Partners Reduce 43.48% 1,636,464 2.89
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 49.25% 136,680 1.18
Q3  2018
≡ David Katz - Matrix Asset Advisors Add 46.88% 15,000 0.92
≡ Thomas Gayner - Markel Asset Management Add 36.08% 105,000 0.06
≡ Steven Romick - FPA Crescent Fund Add 5.20% 418,927 0.12
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.10% 77,574 0.02
≡ Robert Olstein - Olstein Capital Management Reduce 17.52% 48,000 0.23
≡ Mason Hawkins - Longleaf Partners Reduce 30.75% 1,670,942 2.33
≡ Kahn Brothers Group Reduce 81.35% 7,504 0.04
Q2  2018
≡ Thomas Gayner - Markel Asset Management Add 37.91% 80,000 0.05
≡ Dodge & Cox Add 31.02% 19,178,100 0.91
≡ Mason Hawkins - Longleaf Partners Add 30.85% 1,281,094 1.64
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 12.73% 70,000 0.33
≡ Robert Olstein - Olstein Capital Management Add 4.18% 11,000 0.05
≡ Kahn Brothers Group Add 3.36% 300 0.00
≡ Steven Romick - FPA Crescent Fund Buy 8,058,385 2.18
≡ David Katz - Matrix Asset Advisors Buy 32,000 1.90
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.60% 42,500 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 2.41% 767 0.00
≡ Chris Hohn - TCI Fund Management Sell 100.00% 11,897,380 2.26
Q1  2018
≡ Robert Olstein - Olstein Capital Management Add 38.42% 73,000 0.32
≡ Dodge & Cox Add 8.94% 5,071,900 0.25
≡ Thomas Russo - Gardner Russo & Quinn Add 0.03% 2,135 0.00
≡ Mason Hawkins - Longleaf Partners Buy 4,153,263 5.58
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.03% 333 0.00
≡ Kahn Brothers Group Reduce 7.08% 680 0.00
≡ Chris Hohn - TCI Fund Management Reduce 83.21% 58,963,191 11.20
≡ David Tepper - Appaloosa Management Sell 100.00% 1,986,078 0.91
Q4  2017
≡ Dodge & Cox Add 23.93% 10,958,200 0.63
≡ David Tepper - Appaloosa Management Buy 1,986,078 0.91
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.57% 40,958 0.01
≡ Chris Hohn - TCI Fund Management Reduce 22.93% 21,081,594 5.24
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 39.69% 182,615 1.45
≡ Kahn Brothers Group Reduce 50.28% 9,714 0.06
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 32,595,590 6.18
≡ Harry Burn - Sound Shore Sell 100.00% 1,049,650 2.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,779,604 1.36
Q3  2017
≡ Stephen Mandel - Lone Pine Capital Add 59.48% 12,157,196 2.30
≡ Dodge & Cox Add 1.78% 800,000 0.05
≡ Thomas Russo - Gardner Russo & Quinn Add 1.11% 78,893 0.02
≡ Chris Hohn - TCI Fund Management Add 0.41% 376,832 0.10
≡ Lee Ainslie - Maverick Capital Buy 2,779,604 1.36
≡ Robert Olstein - Olstein Capital Management Reduce 5.00% 10,000 0.05
≡ Kahn Brothers Group Reduce 7.55% 1,578 0.01
≡ Harry Burn - Sound Shore Reduce 7.84% 89,250 0.17
Q2  2017
≡ Stephen Mandel - Lone Pine Capital Add 48.75% 6,698,312 1.33
≡ Thomas Gayner - Markel Asset Management Add 0.96% 2,000 0.00
≡ Chris Hohn - TCI Fund Management Add 0.79% 717,100 0.21
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.87% 61,839 0.02
≡ Robert Olstein - Olstein Capital Management Reduce 4.76% 10,000 0.05
≡ Harry Burn - Sound Shore Reduce 13.10% 171,700 0.34
≡ Kahn Brothers Group Reduce 22.66% 6,121 0.04
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,148,214 0.55
Q1  2017
≡ Chris Hohn - TCI Fund Management Add 26.95% 19,287,129 6.19
≡ Thomas Gayner - Markel Asset Management Add 14.84% 27,000 0.02
≡ Stephen Mandel - Lone Pine Capital Buy 13,740,082 2.72
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.35% 97,920 0.03
≡ Harry Burn - Sound Shore Reduce 7.25% 102,500 0.20
≡ Kahn Brothers Group Reduce 17.28% 5,643 0.02
≡ Lee Ainslie - Maverick Capital Reduce 52.79% 1,283,720 0.61
Q4  2016
≡ Robert Olstein - Olstein Capital Management Add 38.16% 58,000 0.26
≡ Chris Hohn - TCI Fund Management Add 22.99% 13,376,890 4.86
≡ Thomas Gayner - Markel Asset Management Add 21.33% 32,000 0.03
≡ Glenn Greenberg - Brave Warrior Advisors Add 3.54% 1,100 0.00
≡ Harry Burn - Sound Shore Add 0.12% 1,700 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.21% 318,500 0.09
≡ Kahn Brothers Group Reduce 5.29% 1,824 0.01
≡ Dodge & Cox Reduce 7.22% 3,500,000 0.20
≡ Lee Ainslie - Maverick Capital Reduce 56.36% 3,141,200 1.41
Q3  2016
≡ Thomas Gayner - Markel Asset Management Add 114.29% 80,000 0.07
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.92% 69,974 0.02
≡ Dodge & Cox Reduce 3.81% 1,920,000 0.11
≡ Kahn Brothers Group Reduce 10.24% 3,936 0.02
≡ Robert Olstein - Olstein Capital Management Reduce 13.64% 24,000 0.13
≡ Harry Burn - Sound Shore Reduce 14.46% 238,600 0.44
≡ Lee Ainslie - Maverick Capital Reduce 17.05% 1,145,382 0.45
Q2  2016
≡ Lee Ainslie - Maverick Capital Add 94.18% 3,258,520 1.44
≡ Chris Hohn - TCI Fund Management Add 45.48% 18,189,294 8.07
≡ Kahn Brothers Group Add 1.46% 602 0.00
≡ Thomas Gayner - Markel Asset Management Buy 70,000 0.06
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.61% 46,446 0.01
≡ Dodge & Cox Reduce 1.75% 900,000 0.06

* "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.