Portfolio changes · featured 13Fs
Activity
Moves in CMCSA across featured managers — New / Exit / Add / Reduce.
CMCSA · all sizes
13 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| CMCSA | Exit | Kahn Brothers Group | −0.04% | was 0.04% | Q1→Q2 |
| 14 Aug 6 | |||||
| CMCSA | New | David Einhorn - DME Capital Management | +0.85% | opened 0.85% | Q1→Q2 |
| CMCSA | Exit | George Soros - Soros Fund Management | 0.00% | was <0.01% | Q1→Q2 |
| CMCSA | Add | First Pacific Advisors | −0.82% | +1.0% sh | Q1→Q2 |
| CMCSA | Add | Davidson Kempner Capital Management | +0.19% | +90.0% sh | Q1→Q2 |
| CMCSA | Add | Hillman Capital Management | −0.11% | +5.9% sh | Q1→Q2 |
| CMCSA | Reduce | Bill Nygren / Oakmark - Harris Associates L P | −0.78% | −72.9% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| CMCSA | Add | Dodge & Cox | −0.29% | +2.5% sh | Q1→Q2 |
| 31 Jul 1 | |||||
| CMCSA | Reduce | Thomas Gayner - Markel Group | −0.08% | −16.6% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| CMCSA | Add | Torray Investment Partners | +0.52% | +55.5% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| CMCSA | Reduce | Murphy Pohlad - Murphy Pohlad Asset Management | −0.35% | −27.9% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| CMCSA | Add | David Katz - Matrix Asset Advisors | −0.40% | +9.7% sh | Q1→Q2 |
| 10 Jul 1 | |||||
| CMCSA | Add | Kentucky Trust Co. - Kentucky Trust | 0.00% | +10.0% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home