As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we also uncovered a number of superinvestors that currently hold stocks that don’t appear in our screens at the moment. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding‘, which features one stock that appears in a number of superinvestor portfolos, and who’s buying it, or holding it. This week we’ll take a look at:
Comcast Corporation (NASDAQ: CMCSA)
Comcast is made up of three parts. The core cable business owns networks capable of providing television, Internet access, and phone services to roughly 58 million U.S. homes and businesses, or nearly half of the country. About half the homes in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from GE in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC broadcast network, several local NBC affiliates, Universal Studios, and several theme parks. Lastly, Comcast acquired Sky in 2018. Sky is the dominant television provider in the U.K. and has invested heavily in exclusive and proprietary content to build this position. The firm is also the largest pay-television provider in Italy and has a presence in Germany and Austria.
A quick look at the price chart below for Comcast shows us that the stock is down 10.5% in the past twelve months.
(Source: Morningstar)
Superinvestors who currently hold positions in Comcast include:
Jean-Marie Eveillard – 32,410,476 shares
Steve Romick – 10,407,058 shares
Ken Griffin – 6,996,887 shares
Cliff Asness – 6,866,696 shares
Mason Hawkins – 6,093,068 shares
Tom Russo – 5,778,809 shares
Steve Cohen – 1,744,949 shares
Donald Yacktman – 1,505,300 shares
Mario Gabelli – 1,411,702 shares
Joel Greenblatt – 965,891 shares
Charles Brandes – 733,645 shares
Wally Weitz – 605,000 shares
Jim Simons – 604,084 shares
Tom Gayner – 521,000 shares
Ken Fisher – 219,186 shares
Glenn Greenberg – 31,094 shares
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