Portfolio changes · featured 13Fs
Activity
Moves in CMCSA across featured managers — New / Exit / Add / Reduce.
CMCSA
3 shown · signal ≥1% on Add/Reduce · 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 2 | |||||
| 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 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home