← Top Holdings

CMCSAComcast Corporation

CUSIP: 20030N101

🔥 Bought by 2 superinvestors this quarter

14

Guru Owners

$4.72B

Total Value Held

157.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	112967514	$3.38B	1.82%	$29.89	Q4 2025
Bill Nygren	Harris Associates	27458428	$820.7M	1.04%	$29.89	Q4 2025
Steven Romick	First Pacific Advisors	8399831	$251.1M	3.31%	$29.89	Q4 2025
Ray Dalio	Bridgewater Associates	3510012	$104.9M	0.38%	$29.89	Q4 2025
Tom Russo	Gardner Russo & Gardner	2300197	$68.8M	0.73%	$29.89	Q4 2025
Donald Yacktman	Yacktman Asset Management	1161500	$34.7M	0.49%	$29.89	Q4 2025
Tom Gayner	Markel Group	961880	$28.8M	0.23%	$29.89	Q4 2025
David Katz	Matrix Asset Advisors	600301	$17.9M	1.62%	$29.89	Q4 2025
FPA Queens Road	Bragg Financial Advisors	302324	$9.0M	0.29%	$29.89	Q4 2025
Hillman Value Fund	Hillman Capital Management	90861	$2.7M	1.71%	$29.89	Q4 2025
Wallace Weitz	Weitz Investment Management	85000	$2.5M	0.15%	$29.89	Q4 2025
Tweedy Browne	Tweedy Browne Company	31496	$941K	0.08%	$29.89	Q4 2025
Glenn Greenberg	Brave Warrior Advisors	31094	$929K	0.02%	$29.89	Q4 2025
Kahn Brothers	Kahn Brothers Group	7025	$210K	0.04%	$29.89	Q4 2025

$3.38B

1.82%

$820.7M

1.04%

$251.1M

3.31%

$104.9M

0.38%

$68.8M

0.73%

Donald Yacktman

$34.7M

0.49%

$28.8M

0.23%

$17.9M

1.62%

FPA Queens Road

$9.0M

0.29%

Hillman Value Fund

$2.7M

1.71%

$2.5M

0.15%

$941K

0.08%

Glenn Greenberg

$929K

0.02%

$210K

0.04%

📊 Fundamentals

Market Cap$108.7B

P/E Ratio5.5x

Below market avg

Forward P/E7.8x

P/FCF19.4x

EPS (TTM)$5.39

Revenue (TTM)$123.7B

Profit Margin16.17%

Div Yield4.44%

Beta0.79

52-Week Range

$24.13

$34.36

Current: $29.84

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 5.5x trailing earnings → 7.8x forward · 16.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

NEWSteven Romick$404.3M

INCREASEDRay Dalio$187.7M

REDUCEDTom Russo$96.6M

REDUCEDDonald Yacktman$45.9M

INCREASEDDavid Katz$26.9M

REDUCEDWallace Weitz$16.7M

NEWFPA Queens Road$11.1M

INCREASEDRobert Olstein$6.2M

NEWHillman Value Fund$4.0M

REDUCEDTweedy Browne$1.2M

SOLDAndreas Halvorsen

Q4 '2412 owners · $4.82B

INCREASEDDodge & Cox$2.97B

NEWBill Nygren$768.7M

REDUCEDAndreas Halvorsen$743.8M

INCREASEDRay Dalio$112.6M

REDUCEDTom Russo$104.5M

REDUCEDDonald Yacktman$46.8M

INCREASEDTom Gayner$36.1M

REDUCEDDavid Katz$27.3M

REDUCEDTweedy Browne$1.3M

Q3 '2411 owners · $3.54B

INCREASEDDodge & Cox$3.09B

NEWAndreas Halvorsen$129.2M

REDUCEDTom Russo$124.1M

REDUCEDRay Dalio$58.2M

REDUCEDDonald Yacktman$52.4M

INCREASEDDavid Katz$30.5M

REDUCEDRobert Olstein$4.6M

REDUCEDTweedy Browne$1.5M

💰 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. -0.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

4.5%current: 4.5%

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