CMCSA - COMCAST CORP NEW
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 Q2 2017 it was held by 19 managers with an aggregate reported value of $10.67B, which is 1.33% of the combined portfolio.
As of Q2 2017, 19 tracked institutional managers held CMCSA (COMCAST CORP NEW) with an aggregate reported value of $10.67B — 1.33% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2017
- Ticker
- CMCSA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chris Hohn - TCI Fund Management | 26.84% | Add +0.8% | 91,565,333 | $3.56B |
| 2 | Dodge & Cox - Dodge & Cox | 2.45% | Reduce -1.2% | 74,508,135 | $2.9B |
| 3 | First Eagle - First Eagle Investment Management | 2.90% | Reduce -10.7% | 31,071,617 | $1.21B |
| 4 | John Armitage - Egerton Capital | 8.40% | Add +0.3% | 21,531,346 | $838M |
| 5 | Stephen Mandel - Lone Pine Capital | 4.04% | Add +48.8% | 20,438,394 | $795.46M |
| 6 | Bill Nygren - Oakmark Funds | 0.69% | Add +0.8% | 9,853,913 | $383.51M |
| 7 | Chase Coleman - Tiger Global Management | 2.44% | Add +39.4% | 7,250,000 | $282.17M |
| 8 | Thomas Russo - Gardner Russo & Quinn | 2.03% | Reduce -0.9% | 7,082,067 | $275.63M |
| 9 | Harry Burn - Sound Shore | 2.50% | Reduce -6.8% | 3,915,594 | $152.4M |
| 10 | Yacktman Asset Management - Yacktman Asset Management | 0.75% | Reduce -31.3% | 1,976,700 | $76.93M |
| 11 | Stanley Druckenmiller - Duquesne Family Office LLC | 4.10% | Add +186.8% | 1,968,400 | $76.61M |
| 12 | Tweedy Browne Co. - Tweedy Browne Value Fund | 2.06% | Reduce -1.4% | 1,778,037 | $69.2M |
| 13 | Wallace Weitz - Weitz Investment Management | 1.03% | - | 612,920 | $23.86M |
| 14 | Thomas Gayner - Markel Asset Management | 0.18% | Add +1.0% | 211,000 | $8.21M |
| 15 | Robert Olstein - Olstein Capital Management | 0.99% | Reduce -4.8% | 200,000 | $7.78M |
| 16 | Glenn Greenberg - Brave Warrior Advisors | 0.06% | - | 32,194 | $1.25M |
| 17 | Kahn Brothers Group - Kahn Brothers Group | 0.12% | Reduce -22.7% | 20,896 | $813.28K |
| 18 | David Katz - Matrix Asset Advisors | 0.11% | - | 16,766 | $653K |
| 19 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.00% | Add +11.2% | 6,710 | $261K |
Loading holder history for CMCSA…