SEC 13F Intelligence

Delphi Management Inc /Ma/ / CMCSA

Delphi Management Inc /Ma/’s Comcast Corp New Position

Does Delphi Management Inc /Ma/ own Comcast Corp New (CMCSA)? Not currently — the last reported position was 39.2K shares worth $2M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2024
Shares
39.2K
% of Portfolio
+1.32%
Quarters Held
11
position exited

Position History CMCSA

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $2MQ1 ’21: $1MQ1 ’21Q2 ’21: $1MQ3 ’21: $1MQ3 ’21Q4 ’21: $1MQ2 ’23: $1MQ2 ’23Q4 ’23: $1MQ1 ’24: $2MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202439.2K$2M+1.32%
Q4 202330.4K$1M+1.38%
Q2 202333.4K$1M+1.44%
Q4 202129.6K$1M+1.40%
Q3 202124.2K$1M+1.39%
Q2 202126.1K$1M+1.42%
Q1 202123.1K$1M+1.33%
Q3 201933.3K$2M+1.46%
Q2 201937.7K$2M+1.43%
Q1 201941.2K$2M+1.52%
Q4 201859.7K$2M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of CMCSA.