Position in CMCSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,857,754
+$39,320,047 QoQ
Shares Held
1,664,267
+3007.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#180
of 1,874 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMCSA Over Time
Shares Held
Position Value (USD)
Derivatives in CMCSA
reported options exposure · as of Jun 30, 2026CallValue
$1,360,070
CallShares
55,400
PutValue
$343,700
PutShares
14,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026Balyasny Asset Management L.P. holds $505,903,573 across 21 Telecom Services names. CMCSA ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
919,523 | $154,231,592 | |
| 2 | LBRDA |
Liberty Broadband Corp
|
2,502,159 | $83,221,808 | |
| 3 | T |
At&T Inc.
|
3,812,582 | $78,920,447 | |
| 4 | IRDM |
Iridium Communications Inc.
|
967,572 | $53,071,324 | |
| 5 | CMCSA |
Comcast Corp
This page
|
1,664,267 | $40,857,754 | |
| 6 | ECHO |
EchoStar CORP
|
252,369 | $25,615,453 | |
| 7 | BCE |
Bce Inc
|
1,147,978 | $24,693,006 | |
| 8 | VZ |
Verizon Communications Inc
|
272,201 | $11,524,990 |
All Filings in CMCSA
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,857,754 | 1,664,267 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $343,700 | 14,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $1,360,070 | 55,400 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $1,537,707 | 53,560 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $941,688 | 32,800 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $8,173,737 | 284,700 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $13,118,442 | 438,891 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $334,767 | 11,200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $1,079,028 | 36,100 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $1,231,693 | 39,201 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $697,522 | 22,200 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $798,066 | 25,400 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $78,196,738 | 2,191,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $80,074,923 | 2,243,625 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,880,861 | 52,700 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $1,660,497 | 45,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $26,947,778 | 730,293 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $2,313,627 | 62,700 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $38,463,802 | 1,024,881 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $592,974 | 15,800 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $1,328,562 | 35,400 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $200,495 | 4,800 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $12,263,658 | 293,600 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $112,907,448 | 2,703,078 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $532,575 | 13,600 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $638,307 | 16,300 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $44,131,246 | 1,126,948 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,747,477 | 409,400 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $5,678,845 | 131,000 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $1,803,315 | 41,599 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,624,405 | 287,900 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $2,972,676 | 67,792 | Shares | Other | 2024-02-14 | |
| 2023-12-31 | $6,814,284 | 155,400 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $7,591,014 | 171,200 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $70,875,688 | 1,598,458 | Shares | Other | 2023-11-14 | |
| 2023-09-30 | $6,384,965 | 144,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $95,902,826 | 2,308,128 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $25,324,753 | 609,500 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $13,910,955 | 334,800 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $182,430,313 | 4,812,198 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $20,949,053 | 552,600 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $12,692,260 | 334,800 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $19,324,402 | 552,600 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $12,407,343 | 354,800 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $10,406,289 | 354,800 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $4,916,737 | 167,635 | Shares | Other | 2022-11-15 | |
| 2022-09-30 | $16,207,766 | 552,600 | Call | Sole | 2022-11-15 | |
| 2022-06-30 | $821,332 | 20,931 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $980,999 | 25,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $5,618,395 | 120,000 | Put | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||