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 ▼
Q1  2024
≡ Hillman Value Fund Buy 142,400 2.56
≡ David Katz - Matrix Asset Advisors Add 5.19% 33,008 0.17
≡ Robert Olstein - Olstein Capital Management Reduce 15.89% 17,000 0.12
≡ Yacktman Asset Management Reduce 1.18% 17,000 0.01
≡ Thomas Gayner - Markel Asset Management Add 1.08% 11,500 0.00
Q4  2023
≡ Robert Olstein - Olstein Capital Management Reduce 28.67% 43,000 0.32
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.58% 232,278 0.10
≡ Dodge & Cox Reduce 1.84% 855,300 0.04
≡ David Katz - Matrix Asset Advisors Add 0.35% 2,243 0.01
≡ First Eagle Investment Management Reduce 0.20% 65,110 0.01
≡ Kahn Brothers Group Add 2.20% 138 0.00
≡ Yacktman Asset Management Reduce 0.16% 2,300 0.00
Q3  2023
≡ Robert Olstein - Olstein Capital Management Reduce 24.24% 48,000 0.36
≡ David Katz - Matrix Asset Advisors Reduce 7.34% 50,189 0.32
≡ First Eagle Investment Management Reduce 1.44% 466,590 0.05
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.39% 86,466 0.04
≡ Kahn Brothers Group Add 324.93% 4,796 0.01
≡ Dodge & Cox Add 0.54% 251,300 0.01
≡ Thomas Gayner - Markel Asset Management Add 0.09% 1,000 0.00
≡ Yacktman Asset Management Reduce 0.48% 7,000 0.00
Q2  2023
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 106,971 0.99
≡ Robert Olstein - Olstein Capital Management Reduce 12.00% 27,000 0.18
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.98% 149,664 0.06
≡ Thomas Gayner - Markel Asset Management Add 5.37% 54,025 0.03
≡ First Eagle Investment Management Reduce 0.65% 212,223 0.02
≡ David Katz - Matrix Asset Advisors Add 0.16% 1,101 0.01
≡ Dodge & Cox Reduce 0.38% 177,700 0.01
≡ Yacktman Asset Management Add 0.50% 7,200 0.00
Q1  2023
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 24.05% 33,870 0.31
≡ David Katz - Matrix Asset Advisors Add 1.34% 9,001 0.05
≡ Kahn Brothers Group Reduce 82.08% 6,762 0.05
≡ Thomas Gayner - Markel Asset Management Add 8.08% 75,144 0.04
≡ Robert Olstein - Olstein Capital Management Add 1.35% 3,000 0.02
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.34% 51,278 0.02
≡ First Eagle Investment Management Add 0.04% 13,248 0.00
≡ Yacktman Asset Management Reduce 0.69% 10,100 0.00
Q4  2022
≡ David Katz - Matrix Asset Advisors Reduce 9.49% 70,581 0.37
≡ First Eagle Investment Management Add 3.18% 1,005,071 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.27% 170,096 0.07
≡ Dodge & Cox Reduce 2.93% 1,401,800 0.06
≡ Thomas Gayner - Markel Asset Management Add 12.55% 103,763 0.05
≡ Robert Olstein - Olstein Capital Management Add 1.83% 4,000 0.02
≡ Kahn Brothers Group Add 16.45% 1,164 0.01
≡ Yacktman Asset Management Reduce 0.44% 6,500 0.00
Q3  2022
≡ Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 450,000 2.30
≡ Thomas Russo - Gardner Russo & Quinn Reduce 15.57% 734,965 0.26
≡ First Eagle Investment Management Add 4.42% 1,340,601 0.12
≡ Robert Olstein - Olstein Capital Management Add 11.79% 23,000 0.11
≡ Thomas Gayner - Markel Asset Management Add 14.06% 101,897 0.04
≡ Dodge & Cox Reduce 1.95% 953,000 0.04
≡ David Katz - Matrix Asset Advisors Add 0.25% 1,881 0.01
≡ Yacktman Asset Management Reduce 0.14% 2,000 0.00
Q2  2022
≡ Viking Global Investors Sell 100.00% 14,078,668 2.68
≡ Torray Funds Sell 100.00% 187,612 1.42
≡ David Katz - Matrix Asset Advisors Add 23.60% 141,665 0.85
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.26% 25,000 0.13
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.19% 155,439 0.07
≡ Thomas Gayner - Markel Asset Management Add 14.95% 94,300 0.05
≡ First Eagle Investment Management Add 0.68% 203,521 0.02
≡ Kahn Brothers Group Add 31.05% 1,676 0.01
≡ Yacktman Asset Management Reduce 0.61% 9,000 0.00
Q1  2022
≡ Nelson Peltz - Trian Fund Management Sell 100.00% 19,991,416 13.49
≡ Torray Funds Reduce 41.73% 134,367 1.02
≡ Daniel Loeb - Third Point Sell 100.00% 2,000,000 0.70
≡ David Katz - Matrix Asset Advisors Add 13.76% 72,636 0.46
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.00% 25,000 0.13
≡ First Eagle Investment Management Add 2.41% 707,695 0.08
≡ Steven Romick - FPA Crescent Fund Add 1.55% 108,436 0.08
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.10% 155,793 0.07
≡ Thomas Gayner - Markel Asset Management Add 18.47% 98,332 0.05
≡ Viking Global Investors Reduce 0.95% 134,423 0.03
≡ Yacktman Asset Management Reduce 2.72% 41,250 0.02
Q4  2021
≡ John Armitage - Egerton Capital Sell 100.00% 16,274,833 4.33
≡ Mason Hawkins - Longleaf Partners Sell 100.00% 1,100,549 3.97
≡ Harry Burn - Sound Shore Sell 100.00% 554,900 2.54
≡ David Katz - Matrix Asset Advisors Add 27.65% 114,325 0.75
≡ Daniel Loeb - Third Point Buy 2,000,000 0.70
≡ Viking Global Investors Add 39.66% 4,036,468 0.59
≡ Steven Romick - FPA Crescent Fund Add 13.74% 842,998 0.58
≡ Robert Olstein - Olstein Capital Management Add 16.07% 27,000 0.16
≡ Dodge & Cox Add 2.83% 1,345,400 0.07
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.04% 157,844 0.07
≡ Torray Funds Add 0.63% 2,005 0.01
≡ First Eagle Investment Management Reduce 0.19% 55,421 0.01
≡ Thomas Gayner - Markel Asset Management Add 0.76% 4,000 0.00
≡ Yacktman Asset Management Add 0.46% 7,000 0.00
Q3  2021
≡ John Armitage - Egerton Capital Add 60.43% 6,130,333 1.63
≡ Mason Hawkins - Longleaf Partners Reduce 28.94% 448,137 1.62
≡ Viking Global Investors Buy 10,176,623 1.58
≡ Nelson Peltz - Trian Fund Management Reduce 3.88% 806,050 0.56
≡ Steven Romick - FPA Crescent Fund Reduce 4.86% 313,770 0.25
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.25% 174,128 0.09
≡ First Eagle Investment Management Reduce 1.41% 422,615 0.06
≡ David Katz - Matrix Asset Advisors Add 1.07% 4,375 0.03
≡ Dodge & Cox Add 1.00% 469,400 0.03
≡ Lee Ainslie - Maverick Capital Sell 100.00% 47,463 0.03
≡ Torray Funds Add 0.15% 482 0.00
≡ Yacktman Asset Management Reduce 0.61% 9,200 0.00
Q2  2021
≡ David Katz - Matrix Asset Advisors Add 26.17% 84,849 0.69
≡ Nelson Peltz - Trian Fund Management Add 4.73% 939,574 0.63

* "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.