SEC 13F Intelligence

First Manhattan Co. LLC. / CMCSA

First Manhattan Co. LLC.’s Comcast Corp New Position

Does First Manhattan Co. LLC. own Comcast Corp New (CMCSA)? Yes — 1.08M shares worth $31M (+0.09% of its 13F portfolio) as of Q1 2026, down from 1.11M shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
1.08M
% of Portfolio
+0.09%
Quarters Held
30
currently held

Position History CMCSA

Reported value by quarter
Q4 ’18: $123MQ4 ’18Q1 ’19: $135MQ2 ’19: $140MQ3 ’19: $150MQ4 ’19: $149MQ4 ’19Q1 ’20: $115MQ2 ’20: $154MQ3 ’20: $188MQ4 ’20: $217MQ4 ’20Q1 ’21: $225MQ2 ’21: $252MQ3 ’21: $254MQ4 ’21: $247MQ4 ’21Q1 ’22: $239MQ2 ’22: $209MQ3 ’22: $139MQ4 ’22: $167MQ4 ’22Q1 ’23: $180MQ2 ’23: $194MQ3 ’23: $199MQ4 ’23: $194MQ4 ’23Q1 ’24: $193MQ2 ’24: $172MQ3 ’24: $185MQ4 ’24: $148MQ4 ’24Q1 ’25: $129MQ2 ’25: $104MQ3 ’25: $48MQ4 ’25: $33MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.08M$31M+0.09%
Q4 20251.11M$33M+0.09%
Q3 20251.53M$48M+0.13%
Q2 20252.90M$104M+0.29%
Q1 20253.50M$129M+0.38%
Q4 20243.94M$148M+0.44%
Q3 20244.42M$185M+0.55%
Q2 20244.38M$172M+0.55%
Q1 20244.45M$193M+0.63%
Q4 20234.43M$194M+0.67%
Q3 20234.49M$199M+0.73%
Q2 20234.67M$194M+0.71%
Q1 20234.75M$180M+0.69%
Q4 20224.80M$167M+0.61%
Q3 20224.76M$139M+0.59%
Q2 20225.35M$209M+0.84%
Q1 20225.10M$239M+0.78%
Q4 20214.90M$247M+0.81%
Q3 20214.55M$254M+0.94%
Q2 20214.42M$252M+0.92%
Q1 20214.16M$225M+0.97%
Q4 20204.14M$217M+1.04%
Q3 20204.06M$188M+0.97%
Q2 20203.95M$154M+0.89%
Q1 20203.34M$115M+0.74%
Q4 20193.32M$149M+0.75%
Q3 20193.33M$150M+0.83%
Q2 20193.30M$140M+0.77%
Q1 20193.37M$135M+0.78%
Q4 20183.60M$123M+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of CMCSA.