Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  Comcast Corp New (CMCSK)
← All CMCSK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q4 0 0.00 Sell 100.00% 0.01 SEC
2015   Q3 6,500 0.01 $57.23 $372,000 SEC
2015   Q2 6,500 0.01 $60.00 $390,000 SEC
2015   Q1 6,500 0.01 $56.00 $364,000 SEC
2014   Q4 6,500 0.01 Buy 0.01 $57.54 $374,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.05 SEC
2012   Q4 25,000 0.05 Reduce 93.91% 0.35 $35.96 $899,000 SEC
2012   Q3 410,640 0.37 Reduce 71.33% 0.80 $34.80 $14,290,000 SEC
2012   Q2 1,432,140 1.13 Reduce 28.26% 0.88 $31.40 $44,969,000 SEC
2012   Q1 1,996,240 3.10 Reduce 0.04% <0.01 $29.51 $58,909,000 SEC
2011   Q4 1,997,112 2.67 Reduce 2.80% 0.07 $23.56 $47,052,000 SEC
2011   Q3 2,054,612 2.49 Add 0.11% <0.01 $20.69 $42,510,000 SEC
2011   Q2 2,052,312 2.63 Add 0.82% 0.02 $24.23 $49,728,000 SEC
2011   Q1 2,035,600 2.63 Reduce 8.63% 0.24 $23.22 $47,267,000 SEC
2010   Q4 2,227,800 2.76 Reduce 15.58% 0.43 $20.81 $46,361,000 SEC
2010   Q3 2,638,900 2.79 Reduce 4.35% 0.14 $17.01 $44,888,000 SEC
2010   Q2 2,758,900 3.19 Reduce 35.23% 0.85 $16.43 $45,329,000 SEC
2010   Q1 4,259,600 2.43 Add 0.72% 0.02 $17.97 $76,545,000 SEC
2009   Q4 4,229,000 2.74 Reduce 6.13% 0.35 $16.01 $67,706,000 SEC
2009   Q3 4,505,015 5.71 Add 0.17% <0.01 $16.08 $72,441,000 SEC
2009   Q2 4,497,425 2.32 Add 1.86% 0.04 $14.10 $63,414,000 SEC
2009   Q1 4,415,200 5.06 Add 38.18% 1.40 $12.87 $56,824,000 SEC
2008   Q4 3,195,200 4.00 Add 774.44% 3.54 $16.15 $51,602,000 SEC
2008   Q3 365,400 0.39 Reduce 14.67% 0.05 $19.72 $7,206,000 SEC
2008   Q2 428,227 0.36 Reduce 0.52% <0.01 $18.76 $8,034,000 SEC
2008   Q1 430,457 0.30 Add 12.66% 0.03 $18.97 $8,166,000 SEC
2007   Q4 382,097 0.23 Add 105.60% 0.12 $18.12 $6,924,000 SEC
2007   Q3 185,841 0.11 Add 6.41% <0.01 $23.96 $4,453,000 SEC
2007   Q2 174,641 0.11 $27.96 $4,883,000 SEC
2007   Q1 174,641 0.11 Reduce 16.48% 0.04 $25.47 $4,448,000 SEC
2006   Q4 209,094 0.21 Reduce 69.43% 0.45 $41.88 $8,757,000 SEC
2006   Q3 684,094 0.65 Reduce 47.50% 3.85 $36.81 $25,182,000 SEC
2006   Q2 1,303,094 8.11 Reduce 80.26% 3.19 $32.78 $42,715,000 SEC
2006   Q1 6,599,850 3.97 Reduce 54.65% 2.18 $26.12 $172,388,000 SEC
2005   Q4 14,551,850 3.99 Add 9.22% 0.34 $25.69 $373,837,000 SEC
2005   Q3 13,323,875 7.76 Add 0.51% 0.04 $28.78 $383,461,000 SEC
2005   Q2 13,256,650 8.23 Reduce 1.16% 0.12 $29.95 $397,037,000 SEC
2005   Q1 13,412,500 10.16 Reduce 8.36% 0.71 $33.40 $447,978,000 SEC
2004   Q4 14,636,000 8.49 Reduce 1.81% 0.14 $32.84 $480,646,000 SEC
2004   Q3 14,906,000 7.83 Add 0.02% <0.01 $27.92 $416,176,000 SEC
2004   Q2 14,903,000 4.25 Add 4.65% 0.19 $27.61 $411,472,000 SEC
2004   Q1 14,240,421 7.92 Buy 7.92 $27.88 $397,023,000 SEC
2003   Q4 0 0.00 Sell 100.00% 7.77 SEC
2003   Q3 12,083,000 7.77 Add 4.68% 0.35 $29.54 $356,932,000 SEC
2003   Q2 11,543,000 7.05 Reduce 11.88% 1.03 $28.83 $332,785,000 SEC
2003   Q1 13,098,500 8.71 Reduce 3.35% 0.24 $27.49 $360,078,000 SEC
2002   Q4 13,552,100 7.11 Buy 7.11 $22.59 $306,142,000 SEC