As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus 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’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding’. This week we’ll take a look at:
Comcast Corporation (NASDAQ: CMCSA)
Comcast Corp is made up of three parts. The core cable business owns networks capable of providing television, Internet access, and phone services to roughly 60 million U.S. homes and businesses, or nearly half of the country. About 55% of the homes in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric 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. Sky, acquired in 2018, 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 the company shows us that the stock is up 1% in the past twelve months.
(Source: Morningstar)
Superinvestors who recently bought, or continue to hold the stock in their portfolios include:
(Shares)
Jean-Marie Eveillard – 29,394,424
Nelson Peltz – 19,991,416
Andreas Halvolsen – 14,213,091
Steve Romick – 10,668,004
Tom Russo – 5,031,770
Israel Englander – 3,028,627
Dan Loeb – 2,000,000
Donald Yacktman – 1,516,450
Tweedy Browne – 1,058,753
David Katz – 527,747
Rob Olstein – 195,000
Glenn Greenberg – 31,094
Kahn Brothers – 5,398
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