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CMCSA: insider buying, 13F holders, analyst moves
Comcast Corp New
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SEC Form 13F · Q2 2026
12 of our 100 managers hold CMCSA
Combined reported value $586.7M; 2 sold out since Q1 2026.
Holders among our 100 managers: 11 in Q3 2023, 12 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| First Pacific Advisors | $213.0M | 2.63% | Added |
| Carronade Capital | $203.7M | 3.53% | New |
| Gardner Russo & Quinn | $53.9M | 0.60% | Trimmed |
| Yacktman Asset | $28.7M | 0.36% | Unchanged |
| Sessa Capital IM | $25.7M | 0.45% | New |
| SRS Investment | $24.2M | 0.23% | Added |
| Markel Group | $19.7M | 0.15% | Trimmed |
| Tudor Investment | $8.5M | 0.03% | Trimmed |
| Eagle Capital | $6.6M | 0.02% | Trimmed |
| Weitz Investment | $1.2M | 0.08% | Unchanged |
| Tweedy, Browne | $769K | 0.06% | Trimmed |
| Brave Warrior Advisors | $763K | 0.02% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.