FIRST MANHATTAN CO. LLC.

Position in CMCSA — Comcast Corp

CIK 728083 NEW YORK, NY

Back to CMCSA Full portfolio

Position in CMCSA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$30,998,301

-$47,133 QoQ

Shares Held

1,079,704

-2.6% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Common Shares in CMCSA Over Time

Shares Held

Position Value (USD)

Position in Telecom Services

Communication Services · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $54,160,045 across 7 Telecom Services names. CMCSA ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMCSA	Comcast Corp This page	1,079,704	$30,998,301
2	CHTR	Charter Communications, Inc. /Mo/	60,899	$13,146,876
3	TMUS	T-Mobile US, Inc.	22,430	$4,710,972
4	VZ	Verizon Communications Inc	36,567	$1,835,663
5	LBRDA	Liberty Broadband Corp	36,157	$1,815,804
6	T	At&T Inc.	53,122	$1,540,006
7	LUMN	Lumen Technologies, Inc.	16,176	$112,423

All Filings in CMCSA

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,998,301	1,079,704	-2.6%	Shares	Sole	2026-05-15
2025-12-31	$31,045,434	1,108,247	-27.3%	Shares	Sole	2026-02-17
2025-09-30	$44,915,656	1,525,305	-47.5%	Shares	Sole	2025-11-14
2025-06-30	$97,107,207	2,903,151	-17.2%	Shares	Sole	2025-08-14
2025-03-31	$121,195,876	3,504,503	-11.1%	Shares	Sole	2025-05-15
2024-12-31	$138,661,527	3,942,227	-10.8%	Shares	Sole	2025-02-14
2024-09-30	$173,024,114	4,419,845	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$160,831,562	4,382,212	-1.5%	Shares	Sole	2024-08-15
2024-03-31	$180,833,482	4,450,968	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$182,064,563	4,430,172	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$186,590,487	4,490,119	-3.9%	Shares	Sole	2023-11-14
2023-06-30	$182,021,371	4,674,286	-1.6%	Shares	Sole	2023-08-14
2023-03-31	$168,825,631	4,751,703	-1.0%	Shares	Sole	2023-05-15
2022-12-31	$157,236,989	4,797,599	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$130,775,064	4,757,481	-11.0%	Shares	Sole	2022-11-14
2022-06-30	$196,577,318	5,345,261	+4.9%	Shares	Sole	2022-08-15
2022-03-31	$223,691,420	5,097,799	+4.0%	Shares	Sole	2022-05-16
2021-12-31	$231,246,322	4,902,444	+7.8%	Shares	Sole	2022-02-14
2021-09-30	$238,393,132	4,547,925	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$236,096,459	4,418,014	+6.1%	Shares	Sole	2021-08-16
2021-03-31	$211,215,918	4,164,984	+0.6%	Shares	Sole	2021-05-14
2020-12-31	$203,350,892	4,140,748	+2.0%	Shares	Sole	2021-02-16
2020-09-30	$176,031,390	4,060,214	+2.7%	Shares	Sole	2020-11-12
2020-06-30	$144,473,227	3,954,671	+18.3%	Shares	Sole	2020-08-14
2020-03-31	$107,723,591	3,343,252	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.