SEC 13F Intelligence

Honeycomb Asset Management LP / CMCSA

Honeycomb Asset Management LP’s Comcast Corp New Position

Does Honeycomb Asset Management LP own Comcast Corp New (CMCSA)? Not currently — the last reported position was 182.0K shares worth $6M in Q4 2022; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$6M
Q4 2022
Shares
182.0K
% of Portfolio
+1.69%
Quarters Held
8
position exited

Position History CMCSA

Reported value by quarter
Q4 ’18: $37MQ4 ’18Q1 ’19: $64MQ1 ’19Q2 ’19: $15MQ2 ’19Q4 ’20: $52MQ4 ’20Q1 ’21: $54MQ1 ’21Q2 ’21: $57MQ2 ’21Q3 ’21: $42MQ3 ’21Q4 ’22: $6MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022182.0K$6M+1.69%
Q3 2021750.0K$42M+2.57%
Q2 20211.00M$57M+3.79%
Q1 20211.00M$54M+3.24%
Q4 20201.00M$52M+3.06%
Q2 2019350.0K$15M+1.54%
Q1 20191.60M$64M+4.12%
Q4 20181.10M$37M+7.31%

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