Howard Marks - Oaktree Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    52
Portfolio value:    $4,306,744,181
Holdings Activity Buys Sells    History
Holding/activity history for  Comcast Corp. (CMCSA)
← All CMCSA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q2 0 0.00 Sell 100.00% 0.89 $13.28–16.48 · VW $15.16i SEC
2012   Q1 2,004,893 0.89 Reduce 50.28% 0.78 $13.16–14.47 · VW $13.73i $28,194,000 SEC
2011   Q4 4,032,193 1.55 $11.11 $44,800,000 SEC
2011   Q3 4,032,193 1.93 Reduce 29.09% 0.72 $9.24–11.87 · VW $10.58i $39,528,000 SEC
2011   Q2 5,686,043 2.48 $11.87 $67,518,000 SEC
2011   Q1 5,686,043 2.87 Add 11.51% 0.30 $10.92–12.73 · VW $11.83i $65,866,000 SEC
2010   Q4 5,099,193 3.15 $10.30 $52,497,000 SEC
2010   Q3 5,099,193 2.93 $8.47 $43,202,000 SEC
2010   Q2 5,099,193 6.54 Add 26.46% 1.37 $7.85–9.28 · VW $8.38i $41,506,000 SEC
2010   Q1 4,032,193 4.82 $8.82 $35,579,000 SEC
2009   Q4 4,032,193 5.72 $7.90 $31,857,000 SEC
2009   Q3 4,032,193 10.84 $7.91 $31,895,000 SEC
2009   Q2 4,032,193 8.81 $6.98 $28,135,000 SEC
2009   Q1 4,032,193 8.19 $6.39 $25,773,000 SEC
2008   Q4 4,032,193 6.68 $7.91 $31,895,000 SEC
2008   Q3 4,032,193 6.74 Reduce 74.40% 14.43 $5.86–10.29 · VW $8.09i $37,091,000 SEC
2008   Q2 15,753,188 19.40 $8.89 $140,037,000 SEC
2008   Q1 15,753,188 17.07 $9.06 $142,768,000 SEC
2007   Q4 15,753,188 18.35 Add 43.34% 5.55 $7.55–10.13 · VW $8.95i $134,795,000 SEC
2007   Q3 10,990,100 18.85 Add 83.76% 8.59 $8.82–12.31 · VW $10.25i $124,527,000 SEC
2007   Q2 5,980,535 11.13 Reduce 22.42% 3.96 $11.34–13.78 · VW $12.45i $78,806,000 SEC
2007   Q1 7,709,075 17.67 Add 124.03% 9.78 $11.59–13.33 · VW $12.59i $93,744,000 SEC
2006   Q4 3,441,075 10.09 $13.22 $45,505,000 SEC
2006   Q3 3,441,075 5.26 $11.53 $39,668,000 SEC
2006   Q2 3,441,075 5.40 Add 16.22% 0.75 $9.62–11.15 · VW $10.57i $35,196,000 SEC
2006   Q1 2,960,925 3.47 Buy 3.47 $8.12–10.13 · VW $9.43i $24,198,000 SEC
Price snapshot:
Current price$23.97
52-week low$21.83
52-week high$32.20