Wallace Weitz - Weitz Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  Comcast Corp. (CMCSA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 47,000 0.09 Reduce 44.71% 0.07 $28.71 $1,349,370 SEC
2025   Q4 85,000 0.15 Reduce 81.17% 0.63 $29.89 $2,540,650 SEC
2025   Q3 451,500 0.77 $31.42 $14,186,130 SEC
2025   Q2 451,500 0.87 $35.69 $16,114,035 SEC
2025   Q1 451,500 0.89 Add 375.26% 0.70 $36.90 $16,660,350 SEC
2024   Q4 95,000 0.18 $37.53 $3,565,350 SEC
2024   Q3 95,000 0.20 $41.77 $3,968,150 SEC
2024   Q2 95,000 0.20 Add 42.86% 0.06 $39.16 $3,720,200 SEC
2024   Q1 66,500 0.15 Add 2.94% <0.01 $43.35 $2,882,775 SEC
2023   Q4 64,600 0.15 $43.85 $2,832,710 SEC
2023   Q3 64,600 0.16 $44.34 $2,864,364 SEC
2023   Q2 64,600 0.14 $41.55 $2,684,130 SEC
2023   Q1 64,600 0.14 $37.91 $2,448,986 SEC
2022   Q4 64,600 0.13 $34.97 $2,259,062 SEC
2022   Q3 64,600 0.11 Reduce 87.45% 0.94 $29.33 $1,895,000 SEC
2022   Q2 514,600 1.07 Reduce 4.32% 0.05 $39.24 $20,193,000 SEC
2022   Q1 537,843 1.13 Reduce 4.44% 0.05 $46.82 $25,182,000 SEC
2021   Q4 562,843 1.15 Add 0.51% <0.01 $50.33 $28,328,000 SEC
2021   Q3 560,000 1.32 $55.93 $31,321,000 SEC
2021   Q2 560,000 1.36 Reduce 8.20% 0.12 $57.02 $31,931,000 SEC
2021   Q1 610,000 1.47 Add 2.52% 0.04 $54.11 $33,007,000 SEC
2020   Q4 595,000 1.34 $52.40 $31,178,000 SEC
2020   Q3 595,000 1.30 Reduce 1.65% 0.02 $46.26 $27,525,000 SEC
2020   Q2 605,000 1.18 $38.98 $23,583,000 SEC
2020   Q1 605,000 1.11 $34.38 $20,800,000 SEC
2019   Q4 605,000 1.09 $44.97 $27,207,000 SEC
2019   Q3 605,000 1.14 Reduce 35.46% 0.57 $45.08 $27,273,000 SEC
2019   Q2 937,450 1.62 Reduce 5.41% 0.09 $42.28 $39,635,000 SEC
2019   Q1 991,050 1.70 Reduce 6.94% 0.12 $39.98 $39,622,000 SEC
2018   Q4 1,064,955 1.72 Reduce 1.58% 0.03 $34.05 $36,262,000 SEC
2018   Q3 1,082,098 1.62 Add 17.50% 0.24 $35.41 $38,317,000 SEC
2018   Q2 920,897 1.33 Add 47.42% 0.43 $32.81 $30,215,000 SEC
2018   Q1 624,659 0.97 Reduce 0.14% <0.01 $34.17 $21,345,000 SEC
2017   Q4 625,520 1.13 Add 2.06% 0.02 $40.05 $25,052,000 SEC
2017   Q3 612,920 1.06 $38.48 $23,585,000 SEC
2017   Q2 612,920 1.13 $38.92 $23,855,000 SEC
2017   Q1 612,920 1.03 Add 96.34% 0.51 $37.59 $23,040,000 SEC
2016   Q4 312,170 0.93 Reduce 1.97% 0.02 $69.05 $21,555,000 SEC
2016   Q3 318,440 0.86 Add 0.33% <0.01 $66.34 $21,125,000 SEC
2016   Q2 317,400 0.83 $65.19 $20,691,000 SEC
2016   Q1 317,400 0.74 Add 4,783.08% 0.72 $61.08 $19,387,000 SEC
2015   Q4 6,500 0.01 Buy 0.01 $56.46 $367,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.01 SEC
2011   Q3 9,700 0.01 Add 32.88% <0.01 $20.93 $203,000 SEC
2011   Q2 7,300 0.01 $25.34 $185,000 SEC
2011   Q1 7,300 0.01 $24.66 $180,000 SEC
2010   Q4 7,300 0.01 $21.92 $160,000 SEC
2010   Q3 7,300 0.01 $18.08 $132,000 SEC
2010   Q2 7,300 0.01 Buy 0.01 $17.40 $127,000 SEC
2009   Q1 0 0.00 Sell 100.00% 3.80 SEC
2006   Q4 3,676,750 3.80 Buy 3.80 $42.33 $155,637,000 SEC