Blue Ridge Capital’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
Sell
-4,550,000
Closed -$103M 55
2013
Q3
$103M Sell
4,550,000
-4,550,000
-50% -$103M 1.23% 38
2013
Q2
$190M Buy
+9,100,000
New +$190M 2.29% 21