SEC 13F Intelligence

Brandywine Global Investment Management, LLC / CMCSA

Brandywine Global Investment Management, LLC’s Comcast Corp New Position

Does Brandywine Global Investment Management, LLC own Comcast Corp New (CMCSA)? Yes — 6.98M shares worth $208M (+1.40% of its 13F portfolio) as of Q4 2025, down from 8.40M shares the prior filed quarter.

Position Value
$208M
Q4 2025
Shares
6.98M
% of Portfolio
+1.40%
Quarters Held
29
currently held

Position History CMCSA

Reported value by quarter
Q4 ’18: $99MQ4 ’18Q1 ’19: $132MQ2 ’19: $165MQ3 ’19: $179MQ4 ’19: $183MQ4 ’19Q1 ’20: $136MQ2 ’20: $153MQ3 ’20: $180MQ4 ’20: $204MQ4 ’20Q1 ’21: $197MQ2 ’21: $226MQ3 ’21: $208MQ4 ’21: $183MQ4 ’21Q1 ’22: $163MQ2 ’22: $128MQ3 ’22: $96MQ4 ’22: $102MQ4 ’22Q1 ’23: $210MQ2 ’23: $104MQ3 ’23: $105MQ4 ’23: $142MQ4 ’23Q1 ’24: $175MQ2 ’24: $180MQ3 ’24: $198MQ4 ’24: $237MQ4 ’24Q1 ’25: $274MQ2 ’25: $303MQ3 ’25: $264MQ4 ’25: $208MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20256.98M$208M+1.40%
Q3 20258.40M$264M+1.81%
Q2 20258.48M$303M+2.13%
Q1 20257.43M$274M+1.98%
Q4 20246.32M$237M+1.72%
Q3 20244.71M$198M+1.32%
Q2 20244.59M$180M+1.34%
Q1 20244.03M$175M+1.26%
Q4 20233.24M$142M+1.14%
Q3 20232.36M$105M+0.92%
Q2 20232.50M$104M+0.87%
Q1 20235.53M$210M+0.85%
Q4 20222.92M$102M+0.80%
Q3 20223.26M$96M+0.89%
Q2 20223.27M$128M+1.12%
Q1 20223.49M$163M+1.19%
Q4 20213.65M$183M+1.31%
Q3 20213.72M$208M+1.57%
Q2 20213.96M$226M+1.67%
Q1 20213.65M$197M+1.49%
Q4 20203.88M$204M+1.69%
Q3 20203.90M$180M+1.77%
Q2 20203.93M$153M+1.56%
Q1 20203.97M$136M+1.63%
Q4 20194.02M$183M+1.29%
Q3 20193.98M$179M+1.32%
Q2 20193.89M$165M+1.14%
Q1 20193.29M$132M+0.91%
Q4 20182.91M$99M+0.73%

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