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 Q3 2020 it was held by 21 managers with an aggregate reported value of $9.14B, which is 0.99% of the combined portfolio.
As of Q3 2020, 21 tracked institutional managers held CMCSA (Comcast Corp) with an aggregate reported value of $9.14B — 0.99% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2020
- Ticker
- CMCSA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 3.54% | Reduce -0.1% | 83,543,744 | $3.86B |
| 2 | First Eagle - First Eagle Investment Management | 4.50% | Reduce -0.6% | 32,419,441 | $1.5B |
| 3 | Bill Nygren - Oakmark Funds | 1.99% | Reduce -11.7% | 17,698,579 | $818.74M |
| 4 | Nelson Peltz - Trian Fund Management | 11.95% | Add +118.3% | 15,628,146 | $722.96M |
| 5 | John Armitage - Egerton Capital | 3.16% | New | 11,061,725 | $511.72M |
| 6 | First Pacific Advisors - First Pacific Advisors | 6.81% | Reduce -10.2% | 10,581,990 | $489.52M |
| 7 | Viking Global Investors - Viking Global Investors | 1.68% | Reduce -64.8% | 10,045,065 | $464.69M |
| 8 | Thomas Russo - Gardner Russo & Quinn | 2.23% | Reduce -4.4% | 4,950,823 | $229.03M |
| 9 | Mason Hawkins - Southeastern Asset Management | 5.86% | Reduce -4.1% | 4,914,857 | $227.36M |
| 10 | Harry Burn - Sound Shore | 3.46% | Reduce -25.1% | 2,397,771 | $110.92M |
| 11 | Yacktman Asset Management - Yacktman Asset Management | 1.03% | Add +11.5% | 1,499,636 | $69.37M |
| 12 | Tweedy Browne Co. - Tweedy Browne Value Fund | 2.02% | Reduce -0.4% | 1,128,215 | $52.19M |
| 13 | Wallace Weitz - Weitz Investment Management | 1.29% | Reduce -1.6% | 595,000 | $27.53M |
| 14 | Thomas Gayner - Markel Asset Management | 0.41% | - | 522,000 | $24.15M |
| 15 | David Katz - Matrix Asset Advisors | 2.60% | Reduce -5.2% | 288,863 | $13.36M |
| 16 | Robert Olstein - Olstein Capital Management | 1.41% | - | 168,000 | $7.77M |
| 17 | Torray Funds - Torray Funds | 0.32% | New | 37,880 | $1.75M |
| 18 | Glenn Greenberg - Brave Warrior Advisors | 0.06% | - | 31,094 | $1.44M |
| 19 | Lee Ainslie - Maverick Capital | 0.02% | New | 23,981 | $1.11M |
| 20 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.00% | Reduce -9.3% | 8,282 | $383K |
| 21 | Kahn Brothers Group - Kahn Brothers Group | 0.05% | Reduce -28.9% | 6,181 | $285.93K |
Loading holder history for CMCSA…