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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 2019 it was held by 18 managers with an aggregate reported value of $7.5B, which is 0.79% of the combined portfolio.

As of Q4 2019, 18 tracked institutional managers held CMCSA (Comcast Corp) with an aggregate reported value of $7.5B0.79% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2019
Ticker
CMCSA

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

Holders

1Dodge & Cox - Dodge & Cox2.91%Reduce -1.1%84,596,475$3.8B
2First Eagle - First Eagle Investment Management3.99%Reduce -0.8%32,410,476$1.46B
3Bill Nygren - Oakmark Funds1.66%Add +0.6%20,840,262$937.19M
4First Pacific Advisors - First Pacific Advisors4.45%Reduce -0.9%10,407,058$468.01M
5Mason Hawkins - Southeastern Asset Management4.57%Reduce -4.3%6,093,068$274.01M
6Thomas Russo - Gardner Russo & Quinn1.99%Reduce -2.1%5,778,809$259.87M
7Harry Burn - Sound Shore2.81%Reduce -31.5%2,674,652$120.28M
8Yacktman Asset Management - Yacktman Asset Management0.86%Reduce -17.4%1,505,300$67.69M
9Wallace Weitz - Weitz Investment Management1.07%-605,000$27.21M
10Thomas Gayner - Markel Asset Management0.33%-521,000$23.43M
11Tweedy Browne Co. - Tweedy Browne Value Fund0.74%Reduce -0.3%452,312$20.34M
12Viking Global Investors - Viking Global Investors0.06%New290,057$13.04M
13David Katz - Matrix Asset Advisors1.91%Reduce -0.8%259,527$11.67M
14Robert Olstein - Olstein Capital Management1.28%Add +24.5%183,000$8.23M
15Glenn Greenberg - Brave Warrior Advisors0.07%-31,094$1.4M
16Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%Add +22.2%9,240$416K
17Kahn Brothers Group - Kahn Brothers Group0.05%Add +29.6%8,888$399.69K
18Hillman Value Fund - Hillman Value Fund0.15%New4,791$215K
Loading holder history for CMCSA