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 |
| Q1 2013 |
| hist |
Irving Kahn - Kahn Brothers Group |
Add 3.13% |
1,002 |
0.01 |
| hist |
David Tepper - Appaloosa Management |
Buy |
1,640,000 |
1.52 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 8.96% |
3,738,900 |
0.36 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 0.50% |
275 |
0.00 |
| Q4 2012 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Add 119.76% |
30,135 |
0.02 |
| hist |
Bill Nygren - Oakmark Select |
Reduce 16.47% |
700,000 |
0.83 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 12.87% |
6,166,100 |
0.58 |
| hist |
Harry Burn - Sound Shore |
Reduce 6.61% |
69,500 |
0.18 |
| hist |
Irving Kahn - Kahn Brothers Group |
Reduce 0.14% |
45 |
0.00 |
| hist |
Michael Larson - Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
1,000,000 |
0.21 |
| Q3 2012 |
| hist |
Irving Kahn - Kahn Brothers Group |
Reduce 24.53% |
10,426 |
0.06 |
| hist |
Harry Burn - Sound Shore |
Reduce 11.70% |
139,300 |
0.34 |
| hist |
Bill Nygren - Oakmark Select |
Reduce 10.53% |
500,000 |
0.61 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 5.97% |
3,040,000 |
0.27 |
| Q2 2012 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Add 9.30% |
2,140 |
0.00 |
| hist |
Harry Burn - Sound Shore |
Reduce 24.15% |
379,100 |
0.82 |
| hist |
Irving Kahn - Kahn Brothers Group |
Reduce 20.04% |
10,653 |
0.07 |
| hist |
Bill Nygren - Oakmark Select |
Reduce 11.21% |
600,000 |
0.67 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 6.32% |
3,435,300 |
0.29 |
| hist |
Donald Yacktman - Yacktman Focused |
Sell 100.00% |
2,300,000 |
1.35 |
| Q1 2012 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 17.47% |
4,874 |
0.00 |
| hist |
Harry Burn - Sound Shore |
Reduce 16.37% |
307,400 |
0.56 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 3.87% |
2,189,900 |
0.16 |
| Q4 2011 |
| hist |
Bill Nygren - Oakmark Select |
Reduce 10.08% |
600,000 |
0.60 |
| hist |
Harry Burn - Sound Shore |
Reduce 7.25% |
146,700 |
0.22 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 6.76% |
2,024 |
0.00 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 2.16% |
1,250,000 |
0.08 |
| Q3 2011 |
| hist |
Michael Larson - Bill & Melinda Gates Foundation Trust |
Add 1703.43% |
944,550 |
0.13 |
| hist |
Dodge & Cox Team - Dodge & Cox |
Reduce 7.59% |
4,750,000 |
0.29 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 0.08% |
25 |
0.00 |
* "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.
