CMCSA
Comcast Corp-class A
15 super-investors hold CMCSA worth a combined $5.57B. The largest position: First Pacific Advisors at 3.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 44 — ranked #81 of 724 scored stocks.
Why super-investors own CMCSA
Broad ownership without strong conviction characterizes the cohort's stance on CMCSA: 15 super-investors hold the stock, but the highest portfolio concentration is just 3.5%, held by First Pacific Advisors on a $247M position. The largest dollar commitment belongs to Dodge & Cox Funds at $3.2B, followed by First Eagle Investment Management at $1.1B — both reflecting index-weight-scale allocations rather than high-conviction bets. Activity in 2026Q1 was minimal: no new entrants, no additions, and only Wallace Weitz trimming. The owner count has been flat at 15 for several quarters after creeping up from a base of 3, suggesting interest stabilized rather than built momentum — a lukewarm, hold-and-watch posture across the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (15) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.8% | 40q | $3.25B | 113,108,244 |
| 2 | First Eagle Investment Management | 1.4% | 40q | $1.08B | 37,780,637 |
| 3 | Bill Nygren | 1.0% | 40q | $759M | 26,448,063 |
| 4 | First Pacific Advisors | 3.5% | 34q | $247M | 8,592,563 |
| 5 | Thomas Russo | 0.8% | 40q | $65M | 2,253,106 |
| 6 | Joel Greenblatt | <0.1% | 39q | $54M | 1,894,143 |
| 7 | Yacktman Asset Management | 0.4% | 40q | $34M | 1,167,500 |
| 8 | Thomas Gayner | 0.2% | 40q | $28M | 961,880 |
| 9 | David Katz | 2.4% | 40q | $26M | 903,971 |
| 10 | Torray Funds | 2.3% | 8q | $16M | 555,067 |
| 11 | Hillman Capital Management | 1.9% | 23q | $3M | 95,228 |
| 12 | Wallace Weitz | 0.1% | 40q | $1M | 47,000 |
| 13 | Tweedy Browne | 0.1% | 40q | $904K | 31,496 |
| 14 | Glenn Greenberg | <0.1% | 40q | $893K | 31,094 |
| 15 | Kahn Brothers Group | <0.1% | 35q | $206K | 7,169 |
- 1Dodge & Cox Fundsport1.8%val$3.25B113,108,244 sh·40q held
- 2First Eagle Investment Managementport1.4%val$1.08B37,780,637 sh·40q held
- 3Bill Nygrenport1.0%val$759M26,448,063 sh·40q held
- 4First Pacific Advisorsport3.5%val$247M8,592,563 sh·34q held
- 5Thomas Russoport0.8%val$65M2,253,106 sh·40q held
- 6Joel Greenblattport<0.1%val$54M1,894,143 sh·39q held
- 7Yacktman Asset Managementport0.4%val$34M1,167,500 sh·40q held
- 8Thomas Gaynerport0.2%val$28M961,880 sh·40q held
- 9David Katzport2.4%val$26M903,971 sh·40q held
- 10Torray Fundsport2.3%val$16M555,067 sh·8q held
- 11Hillman Capital Managementport1.9%val$3M95,228 sh·23q held
- 12Wallace Weitzport0.1%val$1M47,000 sh·40q held
- 13Tweedy Browneport0.1%val$904K31,496 sh·40q held
- 14Glenn Greenbergport<0.1%val$893K31,094 sh·40q held
- 15Kahn Brothers Groupport<0.1%val$206K7,169 sh·35q held
Owners of CMCSA also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | TRIM | 0.1% | -45% | $1M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 20030N101. Not investment advice.