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 2021 it was held by 20 managers with an aggregate reported value of $9.42B, which is 0.73% of the combined portfolio.
As of Q4 2021, 20 tracked institutional managers held CMCSA (COMCAST CORP) with an aggregate reported value of $9.42B — 0.73% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2021
- Ticker
- CMCSA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 2.64% | Add +1.1% | 84,666,165 | $4.26B |
| 2 | First Eagle - First Eagle Investment Management | 3.71% | Reduce -0.2% | 29,394,424 | $1.48B |
| 3 | Nelson Peltz - Trian Fund Management | 13.49% | - | 19,991,416 | $1.01B |
| 4 | Bill Nygren - Oakmark Funds | 1.28% | Reduce -5.1% | 16,399,361 | $825.38M |
| 5 | Viking Global Investors - Viking Global Investors | 2.07% | Add +39.7% | 14,213,091 | $715.35M |
| 6 | First Pacific Advisors - First Pacific Advisors | 6.66% | Add +16.1% | 10,668,004 | $536.92M |
| 7 | Thomas Russo - Gardner Russo & Quinn | 2.26% | Reduce -3.0% | 5,031,770 | $253.25M |
| 8 | Daniel Loeb - Third Point | 0.70% | New | 2,000,000 | $100.66M |
| 9 | Yacktman Asset Management - Yacktman Asset Management | 0.68% | Add +0.5% | 1,516,450 | $76.32M |
| 10 | Tweedy Browne Co. - Tweedy Browne Value Fund | 1.69% | Reduce -5.6% | 1,058,753 | $53.29M |
| 11 | Wallace Weitz - Weitz Investment Management | 1.14% | Add +0.5% | 562,843 | $28.33M |
| 12 | Thomas Gayner - Markel Asset Management | 0.31% | Add +0.8% | 532,280 | $26.79M |
| 13 | David Katz - Matrix Asset Advisors | 3.46% | Add +27.6% | 527,747 | $26.56M |
| 14 | Torray Funds - Torray Funds | 2.39% | Add +0.6% | 321,979 | $16.21M |
| 15 | Robert Olstein - Olstein Capital Management | 1.17% | Add +16.1% | 195,000 | $9.81M |
| 16 | Glenn Greenberg - Brave Warrior Advisors | 0.05% | - | 31,094 | $1.57M |
| 17 | Mason Hawkins - Southeastern Asset Management | 0.01% | Reduce -99.6% | 9,531 | $480K |
| 18 | Hillman Value Fund - Hillman Value Fund | 0.16% | Reduce -5.7% | 9,059 | $456K |
| 19 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.00% | Add +8.8% | 6,088 | $306K |
| 20 | Kahn Brothers Group - Kahn Brothers Group | 0.04% | - | 5,398 | $271.68K |
Loading holder history for CMCSA…