Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
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
2023   Q1 0 0.00 Sell 100.00% 0.01 $32.46–39.36 · VW $36.23i SEC
2022   Q4 10,170 0.01 $32.77 $333,299 SEC
2022   Q3 10,170 0.01 $27.54 $280,000 SEC
2022   Q2 10,170 0.01 $36.78 $374,000 SEC
2022   Q1 10,170 0.01 $43.85 $446,000 SEC
2021   Q4 10,170 0.01 Reduce 99.62% 2.65 $41.49–49.97 · VW $45.10i $480,000 SEC
2021   Q3 2,671,679 2.66 Reduce 46.14% 2.46 $46.67–57.92 · VW $50.48i $140,044,000 SEC
2021   Q2 4,960,607 5.33 Reduce 0.08% <0.01 $51.46–56.94 · VW $55.09i $265,092,000 SEC
2021   Q1 4,964,726 5.39 Reduce 4.11% 0.23 $49.17–55.40 · VW $52.77i $251,772,000 SEC
2020   Q4 5,177,719 5.68 Reduce 1.27% 0.07 $45.13–50.23 · VW $48.26i $254,276,000 SEC
2020   Q3 5,244,152 5.86 Reduce 4.10% 0.20 $38.40–49.19 · VW $44.89i $227,361,000 SEC
2020   Q2 5,468,419 4.98 Reduce 5.81% 0.26 $35.40–42.36 · VW $39.92i $199,774,000 SEC
2020   Q1 5,805,573 4.45 Reduce 10.70% 0.49 $29.72–40.72 · VW $35.85i $187,062,000 SEC
2019   Q4 6,501,304 4.57 Reduce 4.29% 0.21 $36.52–44.74 · VW $39.72i $274,006,000 SEC
2019   Q3 6,792,571 5.00 Reduce 7.77% 0.37 $40.53–44.30 · VW $42.07i $286,981,000 SEC
2019   Q2 7,365,078 4.79 Reduce 13.60% 0.63 $38.13–42.46 · VW $40.69i $291,842,000 SEC
2019   Q1 8,524,342 4.61 Reduce 5.75% 0.24 $35.51–41.20 · VW $38.38i $319,403,000 SEC
2018   Q4 9,044,702 4.20 Reduce 43.22% 2.74 $30.56–36.82 · VW $34.54i $288,634,000 SEC
2018   Q3 15,928,604 6.34 Reduce 20.20% 1.39 $31.41–37.17 · VW $35.05i $528,615,000 SEC
2018   Q2 19,960,057 6.86 Add 27.34% 1.47 $29.02–34.74 · VW $32.81i $613,768,000 SEC
2018   Q1 15,674,685 6.17 Buy 6.17 $28.52–34.88 · VW $30.87i $501,972,000 SEC
2008   Q1 0 0.00 Sell 100.00% 0.03 $8.65–10.65 · VW $9.95i SEC
2007   Q4 1,008,315 0.03 $8.56 $8,628,000 SEC
2007   Q3 1,008,315 0.04 Reduce 10.51% <0.01 $8.82–12.31 · VW $10.25i $11,425,000 SEC
2007   Q2 1,126,752 0.06 $13.18 $14,847,000 SEC
2007   Q1 1,126,752 0.06 Reduce 6.91% <0.01 $11.59–13.33 · VW $12.59i $13,702,000 SEC
2006   Q4 1,210,429 0.07 Reduce 94.14% 1.01 $11.68–14.14 · VW $12.62i $16,007,000 SEC
2006   Q3 20,650,691 1.07 Reduce 0.22% <0.01 $10.64–12.87 · VW $12.05i $238,054,000 SEC
2006   Q2 20,695,505 1.01 Reduce 1.96% 0.02 $9.62–11.15 · VW $10.57i $211,674,000 SEC
2006   Q1 21,110,019 0.79 Add 27.63% 0.17 $8.12–10.13 · VW $9.43i $172,521,000 SEC
2005   Q4 16,540,015 0.62 Reduce 0.68% <0.01 $7.92–8.89 · VW $8.40i $134,139,000 SEC
2005   Q3 16,653,587 0.74 Reduce 3.97% 0.04 $8.14–9.61 · VW $8.67i $152,853,000 SEC
2005   Q2 17,341,802 0.92 Reduce 0.84% <0.01 $9.29–10.15 · VW $9.68i $166,321,000 SEC
2005   Q1 17,489,048 1.11 Reduce 0.19% <0.01 $9.77–10.78 · VW $10.20i $184,562,000 SEC
2004   Q4 17,521,906 1.14 $10.40 $182,171,000 SEC
2004   Q3 17,521,906 1.04 Reduce 1.64% 0.02 $8.58–9.71 · VW $9.22i $154,583,000 SEC
2004   Q2 17,813,197 1.09 Reduce 0.53% <0.01 $8.20–9.37 · VW $8.79i $155,983,000 SEC
2004   Q1 17,908,939 1.13 Reduce 0.30% <0.01 $8.59–9.89 · VW $9.18i $160,794,000 SEC
2003   Q4 17,963,164 1.24 Reduce 0.41% <0.01 $9.17–11.40 · VW $9.98i $184,458,000 SEC
2003   Q3 18,036,787 1.24 Reduce 1.54% 0.02 $9.11–10.66 · VW $9.88i $174,001,000 SEC
2003   Q2 18,318,564 1.23 Reduce 46.73% 1.19 $8.80–10.89 · VW $9.66i $172,713,000 SEC
2003   Q1 34,388,394 2.54 Reduce 40.72% 1.43 $8.19–10.13 · VW $9.23i $307,143,000 SEC
2002   Q4 58,008,528 3.51 Buy 3.51 $6.83–9.18 · VW $8.38i $427,136,000 SEC
Price snapshot:
Current price$23.97
52-week low$21.83
52-week high$32.20