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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 Q3 2021 it was held by 21 managers with an aggregate reported value of $11.19B, which is 0.91% of the combined portfolio.

As of Q3 2021, 21 tracked institutional managers held CMCSA (COMCAST CORP) with an aggregate reported value of $11.19B0.91% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2021
Ticker
CMCSA

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

Holders

1Dodge & Cox - Dodge & Cox3.05%Reduce -0.3%83,708,074$4.68B
2First Eagle - First Eagle Investment Management4.22%Reduce -1.4%29,449,845$1.65B
3Nelson Peltz - Trian Fund Management13.90%Reduce -3.9%19,991,416$1.12B
4Bill Nygren - Oakmark Funds1.54%Reduce -3.5%17,276,993$966.3M
5John Armitage - Egerton Capital4.33%Add +60.4%16,274,833$910.25M
6Viking Global Investors - Viking Global Investors1.58%New10,176,623$569.18M
7First Pacific Advisors - First Pacific Advisors6.67%Reduce -2.6%9,192,262$514.12M
8Thomas Russo - Gardner Russo & Quinn2.68%Reduce -3.3%5,189,614$290.26M
9Mason Hawkins - Southeastern Asset Management2.66%Reduce -46.1%2,503,917$140.04M
10Harry Burn - Sound Shore2.61%Reduce -0.4%1,651,691$92.38M
11Yacktman Asset Management - Yacktman Asset Management0.81%Reduce -0.6%1,509,450$84.42M
12Tweedy Browne Co. - Tweedy Browne Value Fund2.10%Reduce -0.2%1,121,847$62.75M
13Wallace Weitz - Weitz Investment Management1.31%-560,000$31.32M
14Thomas Gayner - Markel Asset Management0.37%-528,280$29.55M
15David Katz - Matrix Asset Advisors3.30%Add +1.1%413,422$23.12M
16Torray Funds - Torray Funds2.74%Add +0.1%319,974$17.9M
17Robert Olstein - Olstein Capital Management1.15%-168,000$9.4M
18Glenn Greenberg - Brave Warrior Advisors0.06%-31,094$1.74M
19Hillman Value Fund - Hillman Value Fund0.19%Add +132.2%9,611$537K
20Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%Reduce -2.6%5,597$313K
21Kahn Brothers Group - Kahn Brothers Group0.04%-5,398$301.91K
Loading holder history for CMCSA