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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 2017 it was held by 17 managers with an aggregate reported value of $9.24B, which is 1.05% of the combined portfolio.

As of Q4 2017, 17 tracked institutional managers held CMCSA (Comcast Corp) with an aggregate reported value of $9.24B1.05% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2017
Ticker
CMCSA

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

Holders

1Dodge & Cox - Dodge & Cox2.90%Add +23.0%93,442,695$3.74B
2Chris Hohn - TCI Fund Management 17.60%Reduce -22.9%70,860,571$2.84B
3First Eagle - First Eagle Investment Management2.99%Reduce -0.1%31,727,195$1.27B
4Bill Nygren - Oakmark Funds1.11%Add +64.0%16,952,512$678.95M
5Thomas Russo - Gardner Russo & Quinn1.96%Reduce -0.6%7,120,002$285.16M
6Chase Coleman - Tiger Global Management1.59%Reduce -30.8%5,020,000$201.05M
7David Tepper - Appaloosa Management0.74%New1,986,078$79.54M
8Yacktman Asset Management - Yacktman Asset Management0.75%Reduce -1.6%1,944,200$77.87M
9Tweedy Browne Co. - Tweedy Browne Value Fund0.70%Reduce -64.2%636,706$25.5M
10Wallace Weitz - Weitz Investment Management1.04%Add +2.1%625,520$25.05M
11Thomas Gayner - Markel Asset Management0.16%-211,000$8.45M
12Robert Olstein - Olstein Capital Management0.97%-190,000$7.61M
13First Pacific Advisors - First Pacific Advisors0.01%New45,000$1.8M
14Glenn Greenberg - Brave Warrior Advisors0.05%-32,194$1.29M
15David Katz - Matrix Asset Advisors0.11%Add +0.0%16,776$672K
16Kahn Brothers Group - Kahn Brothers Group0.06%Reduce -50.3%9,604$384.64K
17Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%-6,710$269K
Loading holder history for CMCSA