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CMCSA - Comcast Corp

This page shows which of the focused investors we track hold CMCSA and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2016 it was held by 19 managers with an aggregate reported value of $8.64B, which is 1.15% of the combined portfolio.

As of Q4 2016, 19 tracked institutional managers held CMCSA (Comcast Corp) with an aggregate reported value of $8.64B1.15% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2016
Ticker
CMCSA

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox2.35%Reduce -7.1%38,315,845$2.65B
2Chris Hohn - TCI Fund Management 26.00%Add +23.0%35,780,552$2.47B
3First Eagle - First Eagle Investment Management3.89%Reduce -7.9%22,174,098$1.53B
4John Armitage - Egerton Capital9.62%Reduce -1.8%11,460,014$791.31M
5Bill Nygren - Oakmark Funds0.60%Reduce -6.0%4,489,254$309.98M
6Thomas Russo - Gardner Russo & Quinn2.12%Reduce -4.2%3,620,913$250.02M
7Chase Coleman - Tiger Global Management2.24%Reduce -1.3%2,600,000$179.53M
8Harry Burn - Sound Shore2.84%Add +5.0%2,390,177$165.04M
9Yacktman Asset Management - Yacktman Asset Management1.03%Reduce -17.3%1,645,350$113.61M
10Lee Ainslie - Maverick Capital1.09%Reduce -56.4%1,215,967$83.96M
11Tweedy Browne Co. - Tweedy Browne Value Fund1.96%Reduce -1.2%906,483$62.59M
12Wallace Weitz - Weitz Investment Management0.86%Reduce -2.0%312,170$21.56M
13Robert Olstein - Olstein Capital Management0.94%Add +38.2%105,000$7.25M
14Thomas Gayner - Markel Asset Management0.15%Add +21.3%91,000$6.28M
15Kahn Brothers Group - Kahn Brothers Group0.19%Reduce -5.3%16,330$1.13M
16Glenn Greenberg - Brave Warrior Advisors0.05%Add +3.5%16,097$1.11M
17David Katz - Matrix Asset Advisors0.10%Add +0.0%8,376$578K
18Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%New3,017$208K
19Steven Check - Check Capital Management0.02%New2,961$204K
Loading holder history for CMCSA