SEC 13F Intelligence

Verdad Advisers, LP / CMCSA

Verdad Advisers, LP’s Comcast Corp New Position

Does Verdad Advisers, LP own Comcast Corp New (CMCSA)? Yes41.5K shares worth $1M (+1.34% of its 13F portfolio) as of Q1 2026, down from 98.4K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
41.5K
% of Portfolio
+1.34%
Quarters Held
2
currently held

Position History CMCSA

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.5K$1M+1.34%
Q4 202598.4K$3M+3.37%

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