What smart money is saying about Comcast Corporation
1 fund in our archive has pitched Comcast Corporation — most recently LRT Capital Management in June 2025.
Comcast Corporation operates as a media and technology company worldwide. It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments. The Cable Communications segment offers broadband, video, voice, wireless, and other services to residential and business customers under the Xfinity brand; and advertising services. The Media segment operates NBCUniversal's television and streaming platforms, including national, regional, and international cable networks, the NBC and Telemundo broadcast, and Peacock networks. The Studios segment operates NBCUniversal's film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The Sky segment offers direct-to-consumer services, such as video, broadband, voice and wireless phone services, and content business operates entertainment networks, the Sky News broadcast network, and Sky Sports networks. The company also owns the Philadelphia Flyers, as well as the Wells Fargo Center arena in Philadelphia, Pennsylvania; and provides streaming service, such as Peacock. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.
Fund activity · 6 positions · 1 move
- HoldsHotchkis & Wiley Large Cap Disciplined ValueJune 2026
“Comcast Corp. (CMCSA) is one of the largest wireline telecom service providers in the US.”
Read the letterComcast Corporation - HoldsArtisan Partners Value Income StrategyJune 2026
“Our bottom five contributors to return in Q2 were Accenture, EOG Resources, Permian Resources, Comcast and Salesforce.”
Read the letterComcast Corporation - HoldsBrown Advisory Large-Cap Sustainable ValueMarch 2026
“Both T-Mobile (TMUS) and Comcast were positive contributors in the period as well as their fourth quarter results and 2026 outlooks provided some relief to those that were concerned around intensifying competition within the cable and wireless space in 2026.”
Read the letterComcast Corporation - HoldsHardman Johnston Large Cap EquityMarch 2026
“Alphabet Inc. United States 4.0 Interactive Media & Services Comcast Corp. United States 1.3 Diversified Telecommunication Services”
Read the letterComcast Corporation - TrimmedBA Beutel Goodman World Value FundMarch 2026
“We also trimmed our positions in Omnicon, Applied Materials, Roche and Comcast”
Read the letterComcast Corporation - HoldsHardman Johnston Select EquityMarch 2026
“Comcast Corp. United States 0.9 Diversified Telecommunication Services”
Read the letterComcast Corporation
Also mentioned · 2
These funds discuss Comcast Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBrown Advisory U.S. Value FundMarch 2026
“We inherited shares of Versant Media Group (VSNT) after it was spun off from its parent company Comcast Corporation (CMCSA) at the beginning of the year.”
Read the letterComcast Corporation - MentionedBA Beutel Goodman U.S. Value FundMarch 2026
“We also sold all shares in Versant Media, a spin-out from our holding in Comcast.”
Read the letterComcast Corporation
Fund coverage · 1 thesis
- LRT Capital ManagementJune 2025
Comcast Corporation is a dominant media and technology conglomerate with a robust broadband business and a diverse content portfolio, strategically positioned for long-term growth.
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