Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
CMCSA —
COMCAST CORP NEW
CUSIP: 20030N101 · Held by 18 superinvestors · Combined value: $6,361,540,150
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 1.8% | $3,376,598,993 | 112,967,514 | ADD | +399,596 |
| 2 | First Eagle Investment Mgmt | 1.9% | $1,081,179,447 | 36,171,945 | ADD | +245,271 |
| 3 | Bill Nygren | 1.0% | $820,732,405 | 27,458,428 | ADD | +5,399,810 |
| 4 | Ken Griffin | 0.1% | $342,835,550 | 11,469,908 | ADD | +729,612 |
| 5 | Steven Romick | 3.3% | $251,070,949 | 8,399,831 | REDUCE | -2,838,897 |
| 6 | Jim Simons | 0.3% | $196,095,617 | 6,560,576 | REDUCE | -403,800 |
| 7 | Ray Dalio | 0.4% | $104,914,259 | 3,510,012 | REDUCE | -3,349,613 |
| 8 | Thomas Russo | 0.7% | $68,752,881 | 2,300,197 | REDUCE | -145,514 |
| 9 | Yacktman Asset Mgmt | 0.5% | $33,518,925 | 1,167,500 | ADD | +6,000 |
| 10 | Tom Gayner | 0.2% | $27,615,574 | 961,880 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Torray LLC | NEW BUY | +555,067 | New |
| David Katz | ADD | +303,670 | +50.6% |
| Yacktman Asset Mgmt | ADD | +6,000 | +0.5% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | ADD | +5,399,810 | +24.5% |
| Dodge & Cox | ADD | +399,596 | +0.4% |
| First Eagle Investment Mgmt | ADD | +245,271 | +0.7% |
| Kahn Brothers | ADD | +645 | +10.1% |
| Ken Griffin | ADD | +729,612 | +6.8% |
| David Katz | REDUCE | -246,396 | -29.1% |
| FPA Queens Road | REDUCE | -9,033 | -2.9% |
| Hillman Capital | REDUCE | -2,133 | -2.3% |
| Jim Simons | REDUCE | -403,800 | -5.8% |
| Ray Dalio | REDUCE | -3,349,613 | -48.8% |
| Steven Romick | REDUCE | -2,838,897 | -25.3% |
| Thomas Russo | REDUCE | -145,514 | -5.9% |
| Wallace Weitz | REDUCE | -366,500 | -81.2% |
| Yacktman Asset Mgmt | REDUCE | -7,500 | -0.6% |
| Mairs & Power | SOLD | -7,600 | Exit |
| Robert Olstein | SOLD | -167,000 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Mairs & Power | NEW BUY | +7,600 | New |
| Bill Nygren | ADD | +656,395 | +3.1% |
| Dodge & Cox | ADD | +1,295,598 | +1.2% |
| First Eagle Investment Mgmt | ADD | +21,438 | +0.1% |
| Jim Simons | ADD | +6,052,923 | +664.1% |
| Ken Griffin | ADD | +5,763,240 | +115.8% |
| Steven Romick | ADD | +147,169 | +1.3% |
| FPA Queens Road | REDUCE | -3,728 | -1.2% |
| Hillman Capital | REDUCE | -6,269 | -6.3% |
| Ray Dalio | REDUCE | -1,848,458 | -21.2% |
| Thomas Russo | REDUCE | -112,255 | -4.4% |
Who Owns CMCSA? Superinvestor Holdings
COMCAST CORP NEW is held by 18 tracked superinvestors, with a combined position value of $6.4 billion . The largest positions are held by Dodge & Cox (1.8% of portfolio), First Eagle Investment Mgmt (1.9% of portfolio), Bill Nygren (1.0% of portfolio).
In the most recent quarter, 8 superinvestors added or initiated positions while 7 reduced or exited.