Comcast Corp. (CMCSA)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:11
Ownership rank:21
% of all portfolios:0.237%
Hold Price * :$41.77
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q3  2024
≡ David Katz - Matrix Asset Advisors Add 0.86% 6,218 0.03
≡ Dodge & Cox Add 2.89% 1,320,800 0.05
≡ Robert Olstein - Olstein Capital Management Add 23.33% 21,000 0.15
≡ Viking Global Investors Buy 3,092,685 0.47
Q2  2024
≡ Thomas Gayner - Markel Group Add 0.84% 9,000 0.00
≡ David Katz - Matrix Asset Advisors Add 8.39% 56,104 0.26
Q1  2024
≡ First Eagle Investment Management Add 0.24% 75,681 0.01
≡ Thomas Gayner - Markel Group Add 1.08% 11,500 0.00
≡ David Katz - Matrix Asset Advisors Add 5.19% 33,008 0.17
≡ Hillman Value Fund Buy 142,400 2.56
Q4  2023
≡ David Katz - Matrix Asset Advisors Add 0.35% 2,243 0.01
≡ Kahn Brothers Group Add 2.20% 138 0.00
Q3  2023
≡ Thomas Gayner - Markel Group Add 0.09% 1,000 0.00
≡ Dodge & Cox Add 0.54% 251,300 0.01
≡ Kahn Brothers Group Add 324.93% 4,796 0.01
Q2  2023
≡ David Katz - Matrix Asset Advisors Add 0.16% 1,101 0.01
≡ Yacktman Asset Management Add 0.50% 7,200 0.00
≡ Thomas Gayner - Markel Group Add 5.37% 54,025 0.03
Q1  2023
≡ First Eagle Investment Management Add 0.04% 13,248 0.00
≡ David Katz - Matrix Asset Advisors Add 1.34% 9,001 0.05
≡ Robert Olstein - Olstein Capital Management Add 1.35% 3,000 0.02
≡ Thomas Gayner - Markel Group Add 8.08% 75,144 0.04
Q4  2022
≡ Robert Olstein - Olstein Capital Management Add 1.83% 4,000 0.02
≡ First Eagle Investment Management Add 3.18% 1,005,071 0.10
≡ Thomas Gayner - Markel Group Add 12.55% 103,763 0.05
≡ Kahn Brothers Group Add 16.45% 1,164 0.01
Q3  2022
≡ David Katz - Matrix Asset Advisors Add 0.25% 1,881 0.01
≡ First Eagle Investment Management Add 4.42% 1,340,601 0.12
≡ Robert Olstein - Olstein Capital Management Add 11.79% 23,000 0.11
≡ Thomas Gayner - Markel Group Add 14.06% 101,897 0.04
Q2  2022
≡ First Eagle Investment Management Add 0.68% 203,521 0.02
≡ Thomas Gayner - Markel Group Add 14.95% 94,300 0.05
≡ David Katz - Matrix Asset Advisors Add 23.60% 141,665 0.85
≡ Kahn Brothers Group Add 31.05% 1,676 0.01
Q1  2022
≡ Steven Romick - FPA Crescent Fund Add 1.55% 108,436 0.08
≡ First Eagle Investment Management Add 2.41% 707,695 0.08
≡ David Katz - Matrix Asset Advisors Add 13.76% 72,636 0.46
≡ Thomas Gayner - Markel Group Add 18.47% 98,332 0.05
Q4  2021
≡ Yacktman Asset Management Add 0.46% 7,000 0.00
≡ Torray Funds Add 0.63% 2,005 0.01
≡ Thomas Gayner - Markel Group Add 0.76% 4,000 0.00
≡ Dodge & Cox Add 2.83% 1,345,400 0.07
≡ Steven Romick - FPA Crescent Fund Add 13.74% 842,998 0.58
≡ Robert Olstein - Olstein Capital Management Add 16.07% 27,000 0.16
≡ David Katz - Matrix Asset Advisors Add 27.65% 114,325 0.75
≡ Viking Global Investors Add 39.66% 4,036,468 0.59
≡ Daniel Loeb - Third Point Buy 2,000,000 0.70
Q3  2021
≡ Torray Funds Add 0.15% 482 0.00
≡ Dodge & Cox Add 1.00% 469,400 0.03
≡ David Katz - Matrix Asset Advisors Add 1.07% 4,375 0.03
≡ John Armitage - Egerton Capital Add 60.43% 6,130,333 1.63
≡ Viking Global Investors Buy 10,176,623 1.58
Q2  2021
≡ Thomas Gayner - Markel Group Add 0.48% 2,540 0.00
≡ Nelson Peltz - Trian Fund Management Add 4.73% 939,574 0.63
≡ John Armitage - Egerton Capital Add 7.34% 693,864 0.20
≡ David Katz - Matrix Asset Advisors Add 26.17% 84,849 0.69
≡ Lee Ainslie - Maverick Capital Add 1886.73% 45,074 0.03
Q1  2021
≡ Thomas Gayner - Markel Group Add 0.72% 3,740 0.00
≡ Yacktman Asset Management Add 1.20% 18,100 0.01
≡ Dodge & Cox Add 6.56% 2,942,000 0.20
≡ David Katz - Matrix Asset Advisors Add 12.34% 35,601 0.29
≡ Torray Funds Add 16.50% 45,310 0.38
Q4  2020
≡ Yacktman Asset Management Add 0.43% 6,464 0.00
≡ Thomas Russo - Gardner Russo & Quinn Add 15.43% 764,134 0.36
≡ Nelson Peltz - Trian Fund Management Add 27.06% 4,229,746 3.28
≡ Torray Funds Add 624.99% 236,746 2.04
≡ Leon Cooperman Buy 150,000 0.57
Q3  2020
≡ Yacktman Asset Management Add 11.47% 154,336 0.11
≡ Nelson Peltz - Trian Fund Management Add 118.30% 8,469,146 6.48
≡ Lee Ainslie - Maverick Capital Buy 23,981 0.02
≡ Torray Funds Buy 37,880 0.32
≡ John Armitage - Egerton Capital Buy 11,061,725 3.16
Q2  2020
≡ First Eagle Investment Management Add 0.05% 16,415 0.00
≡ David Katz - Matrix Asset Advisors Add 23.61% 58,216 0.44
≡ Viking Global Investors Add 59.33% 10,620,893 1.79
≡ Nelson Peltz - Trian Fund Management Buy 7,159,000 5.05
Q1  2020
≡ Thomas Gayner - Markel Group Add 0.19% 1,000 0.00
≡ First Eagle Investment Management Add 0.57% 183,623 0.02
≡ Steven Romick - FPA Crescent Fund Add 24.62% 1,708,092 0.88
≡ Harry Burn - Sound Shore Add 27.61% 244,100 0.90
≡ David Katz - Matrix Asset Advisors Add 477.37% 203,836 1.60
≡ Viking Global Investors Add 6072.16% 17,612,726 3.15
≡ ValueAct Capital Buy 328,000 0.16
Q4  2019
≡ David Katz - Matrix Asset Advisors Add 2.40% 1,000 0.08
≡ Robert Olstein - Olstein Capital Management Add 24.49% 36,000 0.25
≡ Kahn Brothers Group Add 29.60% 2,030 0.01
≡ Viking Global Investors Buy 290,057 0.06
Q3  2019
≡ Thomas Gayner - Markel Group Add 1.76% 9,000 0.01
≡ Robert Olstein - Olstein Capital Management Add 2.15% 3,100 0.02
≡ Kahn Brothers Group Add 14.11% 848 0.00
Q2  2019
≡ Thomas Gayner - Markel Group Add 16.36% 72,000 0.05
≡ Kahn Brothers Group Add 261.18% 4,346 0.02
Q1  2019
≡ Thomas Gayner - Markel Group Add 10.28% 41,000 0.03
Q4  2018
≡ Thomas Gayner - Markel Group Add 0.76% 3,000 0.00
≡ Steven Romick - FPA Crescent Fund Add 1.52% 128,808 0.05
≡ Harry Burn - Sound Shore Buy 1,456,800 3.11
Q3  2018
≡ Steven Romick - FPA Crescent Fund Add 5.20% 418,927 0.12
≡ Thomas Gayner - Markel Group Add 36.08% 105,000 0.06
≡ David Katz - Matrix Asset Advisors Add 46.88% 15,000 0.92
Q2  2018
≡ Kahn Brothers Group Add 3.36% 300 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.