Comcast Corp. (CMCSA)
| Sector: | Consumer Discretionary |
| |
| Super Investor Stats: | |
| Ownership count: | 6 |
| Ownership Rank: | 50 |
| % of all portfolios: | 0.237% |
| Hold Price * : | $38.94 |
|
Portfolio Manager |
Activity |
Share change |
% change to portfolio |
| Q3 2008 |
| hist |
Wallace Weitz - Weitz Value |
Reduce 18.52% |
500,000 |
0.85 |
| Q2 2008 |
| hist |
Michael Larson - Bill & Melinda Gates Foundation Trust |
Add 68.75% |
1,100,000 |
0.22 |
| hist |
Thomas Gayner - Markel Asset Management |
Reduce 1.44% |
12,950 |
0.02 |
| hist |
Harry Burn - Sound Shore |
Reduce 5.42% |
210,500 |
0.18 |
| hist |
Bill Nygren - Oakmark Select |
Reduce 8.55% |
650,000 |
0.44 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 9.63% |
13,405,500 |
0.49 |
| hist |
Wallace Weitz - Weitz Value |
Reduce 26.03% |
950,000 |
1.32 |
| hist |
Glenn Greenberg - Brave Warrior Capital |
Reduce 75.30% |
3,177,947 |
1.74 |
| hist |
Michael Price - MFP Investors |
Sell 100.00% |
200,000 |
0.67 |
| Q1 2008 |
| hist |
Harry Burn - Sound Shore |
Add 197.86% |
2,578,300 |
2.15 |
| hist |
Wallace Weitz - Weitz Value |
Add 19.67% |
600,000 |
0.71 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Add 0.44% |
604,572 |
0.02 |
| hist |
Thomas Gayner - Markel Asset Management |
Reduce 1.12% |
10,200 |
0.01 |
| hist |
Bill Nygren - Oakmark Select |
Reduce 2.42% |
188,600 |
0.11 |
| hist |
William Fries, Connor Browne - Thornburg Value |
Reduce 12.37% |
1,108,200 |
0.49 |
| hist |
Michael Price - MFP Investors |
Reduce 23.08% |
60,000 |
0.20 |
| hist |
Mason Hawkins - Longleaf Partners |
Sell 100.00% |
9,691,531 |
1.57 |
| Q4 2007 |
| hist |
William Fries, Connor Browne - Thornburg Value |
Add 100.95% |
4,498,800 |
1.67 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Add 50.05% |
46,215,615 |
1.35 |
| hist |
Michael Price - MFP Investors |
Add 4.00% |
10,000 |
0.04 |
| hist |
Thomas Gayner - Markel Asset Management |
Add 0.79% |
7,150 |
0.01 |
| hist |
Bill Nygren - Oakmark Select |
Buy |
7,788,600 |
3.65 |
| hist |
Michael Larson - Bill & Melinda Gates Foundation Trust |
Buy |
1,600,000 |
0.29 |
| hist |
Harry Burn - Sound Shore |
Reduce 65.61% |
2,485,900 |
1.70 |
| Q3 2007 |
| hist |
Harry Burn - Sound Shore |
Add 77.22% |
1,651,000 |
1.38 |
| hist |
Michael Price - MFP Investors |
Add 66.67% |
100,000 |
0.41 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Add 1.88% |
1,700,000 |
0.06 |
| hist |
Thomas Gayner - Markel Asset Management |
Add 0.60% |
5,400 |
0.01 |
| hist |
William Fries, Connor Browne - Thornburg Value |
Reduce 25.00% |
1,485,500 |
0.75 |
| Q2 2007 |
| hist |
William Fries, Connor Browne - Thornburg Value |
Add 29.71% |
1,361,100 |
0.88 |
* "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.
