# Comcast (CMCSA): value investors who own it | moatshark

12 value investors held Comcast in their Q3 2026 13F, led by First Pacific Advisors (FPA), Matrix Asset Advisors, First Eagle Investment Management…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Pacific Advisors (FPA) | 2.6% | $213m | Added +1.0% | 35 |
| Matrix Asset Advisors | 1.8% | $22.1m | Added +2.6% | 27 |
| First Eagle Investment Management | 1.5% | $937m | Added +1.0% | 53 |
| Dodge & Cox | 1.5% | $2.8bn | Added +2.5% | 53 |
| Greenlight Capital | 0.8% | $33.0m | New | 1 |
| Gardner Russo & Quinn | 0.6% | $53.9m | Trimmed -2.6% | 34 |
| Yacktman Asset Management | 0.4% | $28.7m | Added +0.3% | 43 |
| Harris Associates (Oakmark) | 0.2% | $176m | Trimmed -73% | 53 |
| Markel Group | 0.1% | $19.7m | Trimmed -17% | 23 |
| Weitz Investment Management | 0.1% | $1.2m | Unchanged | 43 |
| Tweedy, Browne | 0.1% | $769k | Trimmed -0.5% | 43 |
| Brave Warrior Advisors | 0.0% | $763k | Unchanged | 18 |
| Kahn Brothers | 0.0% | $0k | Sold out | 4 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.2% | $157m | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 0.8% | $599m | 2026-07-31 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 0.8% | $98.1m | 2026-06-30 |
| AMG Yacktman Fund | Yacktman Asset Management | 0.4% | $27.0m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/cmcsa). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.