9 hedge funds and family offices disclose a CMCSA position in their latest SEC 13F filing — combined $397.4M in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Steven Romick | First Pacific Advisors LP | 8,399,831 | $251.1M | 3.31% | 2025-12-31 |
| 2 | Thomas Russo | Gardner Russo & Quinn LLC | 2,193,660 | $53.9M | 0.60% | 2026-06-30 |
| 3 | Donald Yacktman | Yacktman Asset Management LP | 1,170,500 | $28.7M | 0.36% | 2026-06-30 |
| 4 | Ray Dalio | Bridgewater Associates LP | 920,357 | $22.6M | 0.09% | 2026-06-30 |
| 5 | Tom Gayner | Markel Group Inc. | 802,074 | $19.7M | 0.15% | 2026-06-30 |
| 6 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 600,301 | $17.9M | 1.61% | 2025-12-31 |
| 7 | Mark Hillman | Hillman Capital Management Inc | 90,861 | $2.7M | 1.71% | 2025-12-31 |
| 8 | Tweedy Browne | Tweedy Browne Company LLC | 31,330 | $769K | 0.06% | 2026-06-30 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,440 | $43K | 0.01% | 2025-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold CMCSA. The largest disclosed position is Steven Romick at $251.1M (3.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying CMCSA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
9 hedge funds and family offices disclose a CMCSA position in their latest SEC 13F filing — combined $397.4M in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Steven Romick | First Pacific Advisors LP | 8,399,831 | $251.1M | 3.31% | 2025-12-31 |
| 2 | Thomas Russo | Gardner Russo & Quinn LLC | 2,193,660 | $53.9M | 0.60% | 2026-06-30 |
| 3 | Donald Yacktman | Yacktman Asset Management LP | 1,170,500 | $28.7M | 0.36% | 2026-06-30 |
| 4 | Ray Dalio | Bridgewater Associates LP | 920,357 | $22.6M | 0.09% | 2026-06-30 |
| 5 | Tom Gayner | Markel Group Inc. | 802,074 | $19.7M | 0.15% | 2026-06-30 |
| 6 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 600,301 | $17.9M | 1.61% | 2025-12-31 |
| 7 | Mark Hillman | Hillman Capital Management Inc | 90,861 | $2.7M | 1.71% | 2025-12-31 |
| 8 | Tweedy Browne | Tweedy Browne Company LLC | 31,330 | $769K | 0.06% | 2026-06-30 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,440 | $43K | 0.01% | 2025-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold CMCSA. The largest disclosed position is Steven Romick at $251.1M (3.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying CMCSA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
