← Top Holdings

CMCSAComcast Corporation

CUSIP: 20030N101

🔥 Bought by 5 superinvestors this quarter

14

Guru Owners

$3.71B

Total Value Held

129.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	113108244	$3.25B	1.78%	$28.71	Q1 2026
Steven Romick	First Pacific Advisors	8592563	$246.7M	3.46%	$28.71	Q1 2026
Tom Russo	Gardner Russo & Gardner	2253106	$64.7M	0.76%	$28.71	Q1 2026
Ray Dalio	Bridgewater Associates	1192620	$34.2M	0.15%	$28.71	Q1 2026
Donald Yacktman	Yacktman Asset Management	1167500	$33.5M	0.45%	$28.71	Q1 2026
Tom Gayner	Markel Group	961880	$27.6M	0.23%	$28.71	Q1 2026
David Katz	Matrix Asset Advisors	903971	$26.0M	2.38%	$28.71	Q1 2026
Torray LLC	Torray LLC	555067	$15.9M	2.34%	$28.71	Q1 2026
FPA Queens Road	Bragg Financial Advisors	332606	$9.5M	0.30%	$28.71	Q1 2026
Hillman Value Fund	Hillman Capital Management	95228	$2.7M	1.90%	$28.71	Q1 2026
Wallace Weitz	Weitz Investment Management	47000	$1.3M	0.09%	$28.71	Q1 2026
Tweedy Browne	Tweedy Browne Company	31496	$904K	0.07%	$28.71	Q1 2026
Glenn Greenberg	Brave Warrior Advisors	31094	$893K	0.02%	$28.71	Q1 2026
Kahn Brothers	Kahn Brothers Group	7169	$206K	0.04%	$28.71	Q1 2026

$3.25B

1.78%

$246.7M

3.46%

$64.7M

0.76%

$34.2M

0.15%

Donald Yacktman

$33.5M

0.45%

$27.6M

0.23%

$26.0M

2.38%

$15.9M

2.34%

FPA Queens Road

$9.5M

0.30%

Hillman Value Fund

$2.7M

1.90%

$1.3M

0.09%

$904K

0.07%

Glenn Greenberg

$893K

0.02%

$206K

0.04%

📊 Fundamentals

Market Cap$83.6B

P/E Ratio4.6x

Below market avg

Forward P/E6.3x

P/FCF20.8x

EPS (TTM)$5.10

Revenue (TTM)$125.3B

Profit Margin15.00%

Div Yield5.64%

Beta0.66

52-Week Range

$22.13

$33.80

Current: $23.41

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 4.6x trailing earnings → 6.3x forward · 15.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '2614 owners · $3.71B

INCREASEDDodge & Cox$3.25B

INCREASEDSteven Romick$246.7M

REDUCEDTom Russo$64.7M

REDUCEDRay Dalio$34.2M

INCREASEDDonald Yacktman$33.5M

INCREASEDDavid Katz$26.0M

NEWTorray LLC$15.9M

INCREASEDFPA Queens Road$9.5M

INCREASEDHillman Value Fund$2.7M

REDUCEDWallace Weitz$1.3M

INCREASEDKahn Brothers$206K

SOLDBill Nygren

Q4 '2514 owners · $4.72B

INCREASEDDodge & Cox$3.38B

INCREASEDBill Nygren$820.7M

INCREASEDSteven Romick$251.1M

REDUCEDRay Dalio$104.9M

REDUCEDTom Russo$68.8M

REDUCEDDonald Yacktman$34.7M

REDUCEDDavid Katz$17.9M

REDUCEDFPA Queens Road$9.0M

REDUCEDHillman Value Fund$2.7M

INCREASEDWallace Weitz$2.5M

INCREASEDKahn Brothers$210K

SOLDRobert Olstein

SOLDMairs & Power

Q3 '2516 owners · $5.00B

INCREASEDDodge & Cox$3.54B

INCREASEDBill Nygren$693.1M

INCREASEDSteven Romick$353.1M

REDUCEDRay Dalio$215.5M

REDUCEDTom Russo$76.8M

REDUCEDDonald Yacktman$36.7M

INCREASEDDavid Katz$26.6M

REDUCEDFPA Queens Road$9.8M

REDUCEDHillman Value Fund$2.9M

REDUCEDTweedy Browne$990K

NEWMairs & Power$239K

Q2 '2515 owners · $5.68B

REDUCEDDodge & Cox$3.97B

INCREASEDBill Nygren$763.8M

INCREASEDSteven Romick$395.9M

INCREASEDRay Dalio$310.8M

REDUCEDTom Russo$91.3M

INCREASEDDavid Katz$29.4M

INCREASEDFPA Queens Road$11.2M

INCREASEDHillman Value Fund$3.5M

REDUCEDTweedy Browne$1.1M

NEWKahn Brothers$228K

Q1 '2514 owners · $5.07B

INCREASEDDodge & Cox$3.48B

INCREASEDBill Nygren$759.9M

INCREASEDSteven Romick$404.3M

INCREASEDRay Dalio$187.7M

REDUCEDTom Russo$96.6M

REDUCEDDonald Yacktman$45.9M

INCREASEDDavid Katz$26.9M

REDUCEDWallace Weitz$16.7M

INCREASEDFPA Queens Road$11.1M

INCREASEDRobert Olstein$6.2M

NEWHillman Value Fund$4.0M

REDUCEDTweedy Browne$1.2M

SOLDAndreas Halvorsen

SOLDMairs & Power

Q4 '2415 owners · $5.24B

INCREASEDDodge & Cox$2.97B

NEWBill Nygren$768.7M

REDUCEDAndreas Halvorsen$743.8M

INCREASEDSteven Romick$407.9M

INCREASEDRay Dalio$112.6M

REDUCEDTom Russo$104.5M

REDUCEDDonald Yacktman$46.8M

INCREASEDTom Gayner$36.1M

REDUCEDDavid Katz$27.3M

NEWFPA Queens Road$10.6M

REDUCEDTweedy Browne$1.3M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. -1.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.2%current: 3.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CMCSA: Held by 14 superinvestors · 49 congress member trades

BUYMichael McCaulR

$1,001 - $15,0002026-01-13

BUYGil CisnerosD

$1,001 - $15,0002026-01-09

SELLAngus KingO

$1,001 - $15,0002025-12-29

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

SELLBill KeatingD

$1,001 - $15,0002025-12-05

SELLGil CisnerosD

$1,001 - $15,0002025-11-18

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

SELLGil CisnerosD

$1,001 - $15,0002025-11-12

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-03

SELLMichael McCaulR

$50,001 - $100,0002025-10-27

SELLGil CisnerosD

$1,001 - $15,0002025-10-09

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-26

SELLMichael McCaulR

$15,001 - $50,0002025-08-21

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

SELLGil CisnerosD

$1,001 - $15,0002025-08-05

SELLScott FranklinR

$15,001 - $50,0002025-08-04

SELLScott FranklinR

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-25

CMCSA Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker