Comcast Corp. (CMCSA)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:11
Ownership rank:23
% of all portfolios:0.242%
Hold Price * :$43.50
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
Robert Olstein - Olstein Capital Management Reduce 15.89% 17,000 0.12
Q4  2023
Yacktman Asset Management Reduce 0.16% 2,300 0.00
First Eagle Investment Management Reduce 0.20% 65,110 0.01
Dodge & Cox Reduce 1.84% 855,300 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 6.58% 232,278 0.10
Robert Olstein - Olstein Capital Management Reduce 28.67% 43,000 0.32
Q3  2023
Yacktman Asset Management Reduce 0.48% 7,000 0.00
First Eagle Investment Management Reduce 1.44% 466,590 0.05
Thomas Russo - Gardner Russo & Quinn Reduce 2.39% 86,466 0.04
David Katz - Matrix Asset Advisors Reduce 7.34% 50,189 0.32
Robert Olstein - Olstein Capital Management Reduce 24.24% 48,000 0.36
Q2  2023
Dodge & Cox Reduce 0.38% 177,700 0.01
First Eagle Investment Management Reduce 0.65% 212,223 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 3.98% 149,664 0.06
Robert Olstein - Olstein Capital Management Reduce 12.00% 27,000 0.18
Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 106,971 0.99
Q1  2023
Yacktman Asset Management Reduce 0.69% 10,100 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 1.34% 51,278 0.02
Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 24.05% 33,870 0.31
Kahn Brothers Group Reduce 82.08% 6,762 0.05
Q4  2022
Yacktman Asset Management Reduce 0.44% 6,500 0.00
Dodge & Cox Reduce 2.93% 1,401,800 0.06
Thomas Russo - Gardner Russo & Quinn Reduce 4.27% 170,096 0.07
David Katz - Matrix Asset Advisors Reduce 9.49% 70,581 0.37
Q3  2022
Yacktman Asset Management Reduce 0.14% 2,000 0.00
Dodge & Cox Reduce 1.95% 953,000 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 15.57% 734,965 0.26
Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 450,000 2.30
Q2  2022
Yacktman Asset Management Reduce 0.61% 9,000 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 3.19% 155,439 0.07
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.26% 25,000 0.13
Viking Global Investors Sell 100.00% 14,078,668 2.68
Torray Funds Sell 100.00% 187,612 1.42
Q1  2022
Viking Global Investors Reduce 0.95% 134,423 0.03
Yacktman Asset Management Reduce 2.72% 41,250 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 3.10% 155,793 0.07
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.00% 25,000 0.13
Torray Funds Reduce 41.73% 134,367 1.02
Nelson Peltz - Trian Fund Management Sell 100.00% 19,991,416 13.49
Daniel Loeb - Third Point Sell 100.00% 2,000,000 0.70
Q4  2021
First Eagle Investment Management Reduce 0.19% 55,421 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 3.04% 157,844 0.07
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
Q3  2021
Yacktman Asset Management Reduce 0.61% 9,200 0.00
First Eagle Investment Management Reduce 1.41% 422,615 0.06
Thomas Russo - Gardner Russo & Quinn Reduce 3.25% 174,128 0.09
Nelson Peltz - Trian Fund Management Reduce 3.88% 806,050 0.56
Steven Romick - FPA Crescent Fund Reduce 4.86% 313,770 0.25
Mason Hawkins - Longleaf Partners Reduce 28.94% 448,137 1.62
Lee Ainslie - Maverick Capital Sell 100.00% 47,463 0.03
Q2  2021
Steven Romick - FPA Crescent Fund Reduce 0.04% 2,448 0.00
Torray Funds Reduce 0.14% 444 0.00
Yacktman Asset Management Reduce 0.36% 5,550 0.00
First Eagle Investment Management Reduce 1.02% 308,608 0.04
Dodge & Cox Reduce 1.47% 703,400 0.05
Thomas Russo - Gardner Russo & Quinn Reduce 3.03% 167,558 0.08
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 9.09% 50,000 0.30
Kahn Brothers Group Reduce 12.67% 783 0.01
Leon Cooperman Sell 100.00% 150,000 0.51
Q1  2021
First Eagle Investment Management Reduce 0.66% 201,284 0.03
Thomas Russo - Gardner Russo & Quinn Reduce 3.21% 183,657 0.09
Steven Romick - FPA Crescent Fund Reduce 3.40% 226,871 0.17
John Armitage - Egerton Capital Reduce 10.99% 1,167,365 0.33
Harry Burn - Sound Shore Reduce 16.13% 106,700 0.48
Lee Ainslie - Maverick Capital Reduce 83.46% 12,053 0.00
Q4  2020
David Katz - Matrix Asset Advisors Reduce 0.09% 266 0.00
Mason Hawkins - Longleaf Partners Reduce 1.68% 26,510 0.10
Dodge & Cox Reduce 3.91% 1,822,300 0.14
John Armitage - Egerton Capital Reduce 4.01% 443,724 0.13
First Eagle Investment Management Reduce 6.28% 2,037,089 0.30
Steven Romick - FPA Crescent Fund Reduce 9.19% 675,869 0.48
Harry Burn - Sound Shore Reduce 10.05% 73,900 0.35
Lee Ainslie - Maverick Capital Reduce 39.78% 9,539 0.01
Viking Global Investors Sell 100.00% 10,045,065 1.68
Q3  2020
Dodge & Cox Reduce 0.43% 200,000 0.02
First Eagle Investment Management Reduce 0.59% 191,073 0.03
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 1.79% 10,000 0.06
Thomas Russo - Gardner Russo & Quinn Reduce 4.38% 227,004 0.10
David Katz - Matrix Asset Advisors Reduce 5.21% 15,889 0.14
Steven Romick - FPA Crescent Fund Reduce 13.08% 1,106,897 0.76
Harry Burn - Sound Shore Reduce 25.35% 249,800 1.12
Kahn Brothers Group Reduce 28.86% 2,507 0.02
Viking Global Investors Reduce 64.78% 18,478,611 3.09
Q2  2020
Dodge & Cox Reduce 0.64% 300,000 0.02
Robert Olstein - Olstein Capital Management Reduce 1.18% 2,000 0.01
Steven Romick - FPA Crescent Fund Reduce 2.13% 184,104 0.10
Thomas Russo - Gardner Russo & Quinn Reduce 7.73% 433,546 0.17
Yacktman Asset Management Reduce 10.03% 150,000 0.09
Harry Burn - Sound Shore Reduce 12.65% 142,750 0.56
ValueAct Capital Sell 100.00% 328,000 0.16
Q1  2020
Yacktman Asset Management Reduce 0.66% 10,000 0.01
Kahn Brothers Group Reduce 2.25% 200 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 2.90% 167,436 0.06
Dodge & Cox Reduce 5.88% 2,945,000 0.20
Robert Olstein - Olstein Capital Management Reduce 7.10% 13,000 0.10
Mason Hawkins - Longleaf Partners Reduce 12.66% 228,412 0.72
Q4  2019
First Eagle Investment Management Reduce 0.79% 258,361 0.03
Thomas Russo - Gardner Russo & Quinn Reduce 2.15% 126,684 0.04

* "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.