SEC 13F Intelligence

Arga Investment Management, LP / CMCSA

Arga Investment Management, LP’s Comcast Corp New Position

Does Arga Investment Management, LP own Comcast Corp New (CMCSA)? Yes1.36M shares worth $39M (+1.28% of its 13F portfolio) as of Q1 2026, up from 7.1K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
1.36M
% of Portfolio
+1.28%
Quarters Held
20
currently held

Position History CMCSA

Reported value by quarter
Q2 ’20: $1MQ2 ’20Q3 ’20: $595,000Q4 ’20: $972,000Q1 ’21: $1MQ1 ’21Q2 ’21: $2MQ3 ’21: $700,000Q4 ’21: $630,000Q4 ’21Q1 ’22: $1MQ2 ’22: $1MQ1 ’23: $2MQ1 ’23Q2 ’23: $45MQ3 ’23: $38MQ4 ’23: $37MQ4 ’23Q1 ’24: $8MQ2 ’24: $7MQ3 ’24: $11MQ3 ’24Q4 ’24: $18MQ2 ’25: $1MQ4 ’25: $211,472Q4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.36M$39M+1.28%
Q4 20257.1K$211,472+0.01%
Q2 202539.3K$1M+0.04%
Q4 2024477.6K$18M+0.59%
Q3 2024260.5K$11M+0.36%
Q2 2024178.8K$7M+0.25%
Q1 2024178.8K$8M+0.26%
Q4 2023852.3K$37M+1.30%
Q3 2023852.6K$38M+1.54%
Q2 20231.08M$45M+1.59%
Q1 202349.2K$2M+0.07%
Q2 202231.5K$1M+0.07%
Q1 202231.5K$1M+0.08%
Q4 202112.5K$630,000+0.04%
Q3 202112.5K$700,000+0.05%
Q2 202131.0K$2M+0.14%
Q1 202124.3K$1M+0.10%
Q4 202018.6K$972,000+0.06%
Q3 202012.9K$595,000+0.05%
Q2 202025.8K$1M+0.11%

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