Applied Finance Capital Management, LLC

Position in CMCSA — Comcast Corp

CIK 1966007 SAN JUAN, PR

Position in CMCSA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$636,237

-$344,152 QoQ

Shares Held

25,916

-24.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#965

of 1,870 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $24,702,273 across 5 Telecom Services names. CMCSA ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	509,998	$21,593,315
2	TMUS	T-Mobile US, Inc.	9,573	$1,605,679
3	T	At&T Inc.	30,791	$637,373
4	CMCSA	Comcast Corp This page	25,916	$636,237
5	CHTR	Charter Communications, Inc. /Mo/	1,615	$229,669

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$636,237	25,916	-24.1%	Shares	Sole	2026-07-28
2026-03-31	$980,389	34,148	0.0%	Shares	Sole	2026-05-04
2025-12-31	$1,020,682	34,148	-25.5%	Shares	Sole	2026-02-05
2025-09-30	$1,440,824	45,857	-10.2%	Shares	Sole	2025-11-06
2025-06-30	$1,822,223	51,057	+2.4%	Shares	Sole	2025-07-29
2025-03-31	$1,840,348	49,874	+12.3%	Shares	Sole	2025-05-07
2024-12-31	$1,666,295	44,399	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$1,863,107	44,604	+8.2%	Shares	Sole	2024-11-08
2024-06-30	$1,614,291	41,223	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.