Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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
2026   Q1 961,880 0.23 Reduce 6.28% 0.01 $24.53–32.40 · VW $27.27i $27,615,574 SEC
2025   Q4 1,026,326 0.23 $28.01 $28,750,593 SEC
2025   Q3 1,026,326 0.25 $29.45 $30,222,270 SEC
2025   Q2 1,026,326 0.29 $33.45 $34,329,497 SEC
2025   Q1 1,026,326 0.32 $34.58 $35,493,372 SEC
2024   Q4 1,026,326 0.32 Reduce 11.04% 0.05 $30.46–40.72 · VW $34.94i $36,099,356 SEC
2024   Q3 1,153,684 0.41 $39.15 $45,163,437 SEC
2024   Q2 1,153,684 0.42 Add 0.84% <0.01 $34.40–39.02 · VW $36.84i $42,341,397 SEC
2024   Q1 1,144,081 0.46 Add 1.08% <0.01 $34.14–40.94 · VW $37.53i $46,481,647 SEC
2023   Q4 1,131,811 0.51 $41.10 $46,513,494 SEC
2023   Q3 1,131,811 0.57 Add 0.09% <0.01 $35.54–43.77 · VW $39.52i $47,033,256 SEC
2023   Q2 1,130,744 0.52 Add 5.37% 0.03 $36.06–44.48 · VW $41.46i $44,032,239 SEC
2023   Q1 1,073,099 0.49 Add 8.08% 0.04 $32.46–39.36 · VW $36.23i $38,126,693 SEC
2022   Q4 992,920 0.44 Add 12.55% 0.05 $31.66–38.57 · VW $35.02i $32,542,103 SEC
2022   Q3 882,205 0.36 Add 14.06% 0.04 $26.61–34.70 · VW $31.88i $24,251,000 SEC
2022   Q2 773,481 0.41 Add 14.95% 0.05 $33.37–41.76 · VW $36.35i $28,446,000 SEC
2022   Q1 672,863 0.35 Add 18.47% 0.05 $36.99–45.38 · VW $41.29i $29,525,000 SEC
2021   Q4 567,943 0.31 Add 0.76% <0.01 $41.49–49.97 · VW $45.10i $26,790,000 SEC
2021   Q3 563,675 0.38 $52.42 $29,547,000 SEC
2021   Q2 563,675 0.38 Add 0.48% <0.01 $51.46–56.94 · VW $55.09i $30,122,000 SEC
2021   Q1 560,965 0.40 Add 0.72% <0.01 $49.17–55.40 · VW $52.77i $28,447,000 SEC
2020   Q4 556,974 0.41 $49.11 $27,353,000 SEC
2020   Q3 556,974 0.41 $43.36 $24,148,000 SEC
2020   Q2 556,974 0.38 $36.53 $20,348,000 SEC
2020   Q1 556,974 0.34 Add 0.19% <0.01 $29.72–40.72 · VW $35.85i $17,946,000 SEC
2019   Q4 555,907 0.33 $42.15 $23,429,000 SEC
2019   Q3 555,907 0.36 Add 1.76% <0.01 $40.53–44.30 · VW $42.07i $23,486,000 SEC
2019   Q2 546,304 0.34 Add 16.36% 0.05 $38.13–42.46 · VW $40.69i $21,648,000 SEC
2019   Q1 469,480 0.30 Add 10.28% 0.03 $35.51–41.20 · VW $38.38i $17,591,000 SEC
2018   Q4 425,733 0.26 Add 0.76% <0.01 $30.56–36.82 · VW $34.54i $13,586,000 SEC
2018   Q3 422,532 0.24 Add 36.08% 0.06 $31.41–37.17 · VW $35.05i $14,022,000 SEC
2018   Q2 310,497 0.18 Add 37.91% 0.05 $29.02–34.74 · VW $32.81i $9,548,000 SEC
2018   Q1 225,137 0.14 $32.02 $7,210,000 SEC
2017   Q4 225,137 0.16 $37.54 $8,451,000 SEC
2017   Q3 225,137 0.16 $36.06 $8,119,000 SEC
2017   Q2 225,137 0.18 Add 0.96% <0.01 $35.75–39.53 · VW $37.78i $8,212,000 SEC
2017   Q1 223,003 0.18 Add 14.84% 0.02 $34.39–39.09 · VW $37.52i $7,856,000 SEC
2016   Q4 194,194 0.15 Add 21.33% 0.03 $31.90–36.02 · VW $34.33i $6,284,000 SEC
2016   Q3 160,050 0.13 Add 114.29% 0.07 $28.13–32.93 · VW $31.21i $4,976,000 SEC
2016   Q2 74,690 0.06 Buy 0.06 $28.43–32.03 · VW $30.35i $2,282,000 SEC
2010   Q4 0 0.00 Sell 100.00% 0.01 $9.49–12.10 · VW $11.22i SEC
2010   Q3 23,047 0.01 Reduce 6.50% <0.01 $7.92–9.93 · VW $9.08i $195,000 SEC
2010   Q2 24,648 0.01 Reduce 77.44% 0.05 $7.85–9.28 · VW $8.38i $201,000 SEC
2010   Q1 109,261 0.06 Reduce 5.36% <0.01 $7.64–9.63 · VW $8.58i $964,000 SEC
2009   Q4 115,449 0.07 Reduce 16.25% 0.01 $6.64–8.38 · VW $7.58i $912,000 SEC
2009   Q3 137,856 0.09 $7.91 $1,090,000 SEC
2009   Q2 137,856 0.09 Reduce 2.27% <0.01 $6.11–7.43 · VW $6.91i $934,000 SEC
2009   Q1 141,057 0.10 Reduce 1.12% <0.01 $5.20–7.99 · VW $6.55i $902,000 SEC
2008   Q4 142,658 0.10 Reduce 92.48% 1.09 $5.60–8.48 · VW $6.73i $1,128,000 SEC
2008   Q3 1,896,699 1.18 $9.20 $17,447,000 SEC
2008   Q2 1,896,699 1.16 Reduce 1.44% 0.01 $8.42–10.71 · VW $9.69i $16,861,000 SEC
2008   Q1 1,924,335 1.00 Reduce 1.12% 0.01 $8.65–10.65 · VW $9.95i $17,440,000 SEC
2007   Q4 1,946,101 0.89 $8.56 $16,652,000 SEC
Price snapshot:
Current price$23.97
Avg. buy price$34.81
+/- since buy-31.14%
52-week low$21.83
52-week high$32.20