SEC 13F Intelligence

Lancaster Investment Management / CMCSA

Lancaster Investment Management’s Comcast Corp New Position

Does Lancaster Investment Management own Comcast Corp New (CMCSA)? Not currently — the last reported position was 355.7K shares worth $12M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q1 2020
Shares
355.7K
% of Portfolio
+8.62%
Quarters Held
6
position exited

Position History CMCSA

Reported value by quarter
Q4 ’18: $25MQ4 ’18Q1 ’19: $28MQ1 ’19Q2 ’19: $30MQ2 ’19Q3 ’19: $19MQ3 ’19Q4 ’19: $20MQ4 ’19Q1 ’20: $12MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020355.7K$12M+8.62%
Q4 2019449.6K$20M+8.44%
Q3 2019430.6K$19M+5.73%
Q2 2019701.5K$30M+10.07%
Q1 2019694.3K$28M+8.40%
Q4 2018742.1K$25M+6.81%

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