Davis Capital Management

Position in CMCSA — Comcast Corp

CIK 1811806 JACKSONVILLE, FL

Position in CMCSA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$100,164

+$96,203 QoQ

Shares Held

4,080

+2856.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,501

of 1,843 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Davis Capital Management holds $431,482 across 11 Telecom Services names. CMCSA ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMUS	T-Mobile US, Inc.	1,852	$310,635
2	CMCSA	Comcast Corp This page	4,080	$100,164
3	T	At&T Inc.	609	$12,606
4	VZ	Verizon Communications Inc	157	$6,647
5	LUMN	Lumen Technologies, Inc.	52	$399
6	IRDM	Iridium Communications Inc.	6	$329
7	ECHO	EchoStar CORP	3	$304
8	TDS	Telephone & Data Systems Inc /De/	5	$185

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,164	4,080	+2856.5%	Shares	Sole	2026-07-16
2026-03-31	$3,961	138	-94.9%	Shares	Sole	2026-04-16
2025-12-31	$81,480	2,726	-93.7%	Shares	Sole	2026-01-28
2025-09-30	$1,351,937	43,028	+4.7%	Shares	Sole	2025-10-21
2025-03-31	$1,515,887	41,081	+3.2%	Shares	Sole	2025-04-11
2024-12-31	$1,493,657	39,799	+0.7%	Shares	Sole	2025-01-17
2024-09-30	$1,651,166	39,530	+4.4%	Shares	Sole	2024-10-01
2024-06-30	$1,482,674	37,862	+1.5%	Shares	Sole	2024-07-02
2024-03-31	$1,616,780	37,296	+3.5%	Shares	Sole	2024-04-05
2023-12-31	$1,580,572	36,045	+85.6%	Shares	Sole	2024-02-14
2020-06-30	$756,990	19,420	+79.7%	Shares	Sole	2020-07-29
2020-03-31	$371,441	10,804	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.