Comcast Corp. (CMCSA)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:10
Ownership rank:25
% of all portfolios:0.237%
Hold Price * :$43.35
History Portfolio Manager Activity Share change % change to portfolio
Q2  2019
David Katz - Matrix Asset Advisors Reduce 6.00% 2,700 0.21
Robert Olstein - Olstein Capital Management Reduce 11.17% 18,100 0.12
Thomas Russo - Gardner Russo & Quinn Reduce 3.70% 232,627 0.07
Thomas Gayner - Markel Group Add 16.36% 72,000 0.05
Kahn Brothers Group Add 261.18% 4,346 0.02
Yacktman Asset Management Reduce 0.80% 15,000 0.01
Q1  2019
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.06% 50,000 0.27
Thomas Russo - Gardner Russo & Quinn Reduce 7.26% 492,372 0.15
Robert Olstein - Olstein Capital Management Reduce 6.90% 12,000 0.08
Dodge & Cox Reduce 0.86% 654,600 0.04
Thomas Gayner - Markel Group 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
Kahn Brothers Group Reduce 3.26% 56 0.00
Q4  2018
Harry Burn - Sound Shore Buy 1,456,800 3.11
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
Robert Olstein - Olstein Capital Management Reduce 23.01% 52,000 0.29
Dodge & Cox Reduce 5.49% 4,450,000 0.25
David Katz - Matrix Asset Advisors Reduce 4.26% 2,000 0.14
Thomas Russo - Gardner Russo & Quinn Reduce 3.17% 222,252 0.06
Steven Romick - FPA Crescent Fund Add 1.52% 128,808 0.05
Thomas Gayner - Markel Group Add 0.76% 3,000 0.00
Q3  2018
Mason Hawkins - Longleaf Partners Reduce 30.75% 1,670,942 2.33
David Katz - Matrix Asset Advisors Add 46.88% 15,000 0.92
Robert Olstein - Olstein Capital Management Reduce 17.52% 48,000 0.23
Steven Romick - FPA Crescent Fund Add 5.20% 418,927 0.12
Thomas Gayner - Markel Group Add 36.08% 105,000 0.06
Kahn Brothers Group Reduce 81.35% 7,504 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 1.10% 77,574 0.02
Q2  2018
Chris Hohn - TCI Fund Management Sell 100.00% 11,897,380 2.26
Steven Romick - FPA Crescent Fund Buy 8,058,385 2.18
David Katz - Matrix Asset Advisors Buy 32,000 1.90
Mason Hawkins - Longleaf Partners Add 30.85% 1,281,094 1.64
Dodge & Cox Add 31.02% 19,178,100 0.91
Wallace Weitz - Weitz Large Cap Equity Fund Add 12.73% 70,000 0.33
Thomas Gayner - Markel Group Add 37.91% 80,000 0.05
Robert Olstein - Olstein Capital Management Add 4.18% 11,000 0.05
Thomas Russo - Gardner Russo & Quinn Reduce 0.60% 42,500 0.01
Kahn Brothers Group Add 3.36% 300 0.00
Glenn Greenberg - Brave Warrior Advisors Reduce 2.41% 767 0.00
Q1  2018
Chris Hohn - TCI Fund Management Reduce 83.21% 58,963,191 11.20
Mason Hawkins - Longleaf Partners Buy 4,153,263 5.58
David Tepper - Appaloosa Management Sell 100.00% 1,986,078 0.91
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
Glenn Greenberg - Brave Warrior Advisors Reduce 1.03% 333 0.00
Kahn Brothers Group Reduce 7.08% 680 0.00
Q4  2017
Stephen Mandel - Lone Pine Capital Sell 100.00% 32,595,590 6.18
Chris Hohn - TCI Fund Management Reduce 22.93% 21,081,594 5.24
Harry Burn - Sound Shore Sell 100.00% 1,049,650 2.01
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 39.69% 182,615 1.45
Lee Ainslie - Maverick Capital Sell 100.00% 2,779,604 1.36
David Tepper - Appaloosa Management Buy 1,986,078 0.91
Dodge & Cox Add 23.93% 10,958,200 0.63
Kahn Brothers Group Reduce 50.28% 9,714 0.06
Thomas Russo - Gardner Russo & Quinn Reduce 0.57% 40,958 0.01
Q3  2017
Stephen Mandel - Lone Pine Capital Add 59.48% 12,157,196 2.30
Lee Ainslie - Maverick Capital Buy 2,779,604 1.36
Harry Burn - Sound Shore Reduce 7.84% 89,250 0.17
Chris Hohn - TCI Fund Management Add 0.41% 376,832 0.10
Dodge & Cox Add 1.78% 800,000 0.05
Robert Olstein - Olstein Capital Management Reduce 5.00% 10,000 0.05
Thomas Russo - Gardner Russo & Quinn Add 1.11% 78,893 0.02
Kahn Brothers Group Reduce 7.55% 1,578 0.01
Q2  2017
Stephen Mandel - Lone Pine Capital Add 48.75% 6,698,312 1.33
Lee Ainslie - Maverick Capital Sell 100.00% 1,148,214 0.55
Harry Burn - Sound Shore Reduce 13.10% 171,700 0.34
Chris Hohn - TCI Fund Management Add 0.79% 717,100 0.21
Robert Olstein - Olstein Capital Management Reduce 4.76% 10,000 0.05
Kahn Brothers Group Reduce 22.66% 6,121 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 0.87% 61,839 0.02
Thomas Gayner - Markel Group Add 0.96% 2,000 0.00
Q1  2017
Chris Hohn - TCI Fund Management Add 26.95% 19,287,129 6.19
Stephen Mandel - Lone Pine Capital Buy 13,740,082 2.72
Lee Ainslie - Maverick Capital Reduce 52.79% 1,283,720 0.61
Harry Burn - Sound Shore Reduce 7.25% 102,500 0.20
Thomas Russo - Gardner Russo & Quinn Reduce 1.35% 97,920 0.03
Thomas Gayner - Markel Group Add 14.84% 27,000 0.02
Kahn Brothers Group Reduce 17.28% 5,643 0.02
Q4  2016
Chris Hohn - TCI Fund Management Add 22.99% 13,376,890 4.86
Lee Ainslie - Maverick Capital Reduce 56.36% 3,141,200 1.41
Robert Olstein - Olstein Capital Management Add 38.16% 58,000 0.26
Dodge & Cox Reduce 7.22% 3,500,000 0.20
Thomas Russo - Gardner Russo & Quinn Reduce 4.21% 318,500 0.09
Thomas Gayner - Markel Group Add 21.33% 32,000 0.03
Kahn Brothers Group Reduce 5.29% 1,824 0.01
Glenn Greenberg - Brave Warrior Advisors Add 3.54% 1,100 0.00
Harry Burn - Sound Shore Add 0.12% 1,700 0.00
Q3  2016
Lee Ainslie - Maverick Capital Reduce 17.05% 1,145,382 0.45
Harry Burn - Sound Shore Reduce 14.46% 238,600 0.44
Robert Olstein - Olstein Capital Management Reduce 13.64% 24,000 0.13
Dodge & Cox Reduce 3.81% 1,920,000 0.11
Thomas Gayner - Markel Group Add 114.29% 80,000 0.07
Thomas Russo - Gardner Russo & Quinn Reduce 0.92% 69,974 0.02
Kahn Brothers Group Reduce 10.24% 3,936 0.02
Q2  2016
Chris Hohn - TCI Fund Management Add 45.48% 18,189,294 8.07
Lee Ainslie - Maverick Capital Add 94.18% 3,258,520 1.44
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.