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 2020 it was held by 22 managers with an aggregate reported value of $9.73B, which is 0.90% of the combined portfolio.
As of Q4 2020, 22 tracked institutional managers held CMCSA (Comcast Corp) with an aggregate reported value of $9.73B — 0.90% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades CMCSA — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q4 2020
- Ticker
- CMCSA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 3.32% | Reduce -4.1% | 80,140,711 | $4.2B |
| 2 | First Eagle - First Eagle Investment Management | 4.48% | Reduce -6.3% | 30,382,352 | $1.59B |
| 3 | Nelson Peltz - Trian Fund Management | 15.40% | Add +27.1% | 19,857,892 | $1.04B |
| 4 | Bill Nygren - Oakmark Funds | 1.77% | Reduce -1.3% | 17,471,727 | $915.52M |
| 5 | John Armitage - Egerton Capital | 3.15% | Reduce -4.0% | 10,618,001 | $556.38M |
| 6 | First Pacific Advisors - First Pacific Advisors | 6.66% | Reduce -6.7% | 9,869,170 | $517.15M |
| 7 | Thomas Russo - Gardner Russo & Quinn | 2.72% | Add +15.4% | 5,714,957 | $299.46M |
| 8 | Mason Hawkins - Southeastern Asset Management | 5.68% | Reduce -1.3% | 4,852,595 | $254.28M |
| 9 | Harry Burn - Sound Shore | 3.24% | Reduce -13.2% | 2,080,273 | $109.01M |
| 10 | Yacktman Asset Management - Yacktman Asset Management | 0.98% | Add +0.4% | 1,506,100 | $78.92M |
| 11 | Tweedy Browne Co. - Tweedy Browne Value Fund | 1.87% | Add +1.8% | 1,148,683 | $60.19M |
| 12 | Wallace Weitz - Weitz Investment Management | 1.33% | - | 595,000 | $31.18M |
| 13 | Thomas Gayner - Markel Asset Management | 0.41% | - | 522,000 | $27.35M |
| 14 | David Katz - Matrix Asset Advisors | 2.55% | Reduce -0.1% | 288,597 | $15.12M |
| 15 | Torray Funds - Torray Funds | 2.37% | Add +625.0% | 274,626 | $14.39M |
| 16 | Robert Olstein - Olstein Capital Management | 1.40% | - | 168,000 | $8.8M |
| 17 | Leon Cooperman - Leon Cooperman | 0.57% | New | 150,000 | $7.86M |
| 18 | Glenn Greenberg - Brave Warrior Advisors | 0.06% | - | 31,094 | $1.63M |
| 19 | Lee Ainslie - Maverick Capital | 0.01% | Reduce -39.8% | 14,442 | $757K |
| 20 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.01% | Add +3.3% | 8,553 | $448K |
| 21 | Kahn Brothers Group - Kahn Brothers Group | 0.06% | - | 6,181 | $323.88K |
| 22 | Hillman Value Fund - Hillman Value Fund | 0.12% | New | 4,229 | $222K |
Loading holder history for CMCSA…