Darsana Capital Partners’s Comcast CMCSA Stock Holding History

Darsana Capital Partners’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,000,000	Closed	-$334M	–	16
2024 Q3	$334M	Sell	8,000,000 -1,500,000	-16%	-$59.2M	8.23%	6
2024 Q2	$372M	Buy	9,500,000 +2,000,000	+27%	+$78.3M	10.17%	3
2024 Q1	$325M	Hold	7,500,000	–	–	10.45%	3
2023 Q4	$329M	Buy	7,500,000 +1,975,000	+36%	+$84.7M	11.73%	4
2023 Q3	$245M	Sell	5,525,000 -1,475,000	-21%	-$65.9M	12.01%	4
2023 Q2	$291M	Hold	7,000,000	–	–	18.76%	1
2023 Q1	$265M	Sell	7,000,000 -2,765,929	-28%	-$105M	17.86%	1
2022 Q4	$342M	Sell	9,765,929 -1,234,071	-11%	-$40.8M	22.77%	1
2022 Q3	$323M	Buy	11,000,000 +5,500,000	+100%	+$206M	16.57%	1
2022 Q2	$216M	Hold	5,500,000	–	–	11.62%	3
2022 Q1	$258M	Sell	5,500,000 -1,000,000	-15%	-$48.2M	13.06%	3
2021 Q4	$327M	Buy	6,500,000 +3,000,000	+86%	+$156M	15.13%	2
2021 Q3	$196M	Hold	3,500,000	–	–	6.45%	8
2021 Q2	$200M	Buy	3,500,000 +500,000	+17%	+$28M	5.68%	9
2021 Q1	$162M	Buy	+3,000,000	New	+$158M	4.54%	10
2017 Q1	–	Sell	-2,000,000	Closed	-$69M	–	16
2016 Q4	$69M	Buy	+2,000,000	New	+$66.8M	3.34%	13
2015 Q3	–	Sell	-3,288,750	Closed	-$98.9M	–	19
2015 Q2	$98.9M	Sell	3,288,750 -189,250	-5%	-$5.56M	5.02%	9
2015 Q1	$98.2M	Sell	3,478,000 -900,000	-21%	-$25.9M	4.42%	10
2014 Q4	$127M	Buy	+4,378,000	New	+$120M	5.71%	6

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Darsana Capital Partners's CMCSA Position: Q4 2024 in Review

Darsana Capital Partners sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 8,000,000 shares — an estimated $334M sold.

Darsana Capital Partners first reported a position in CMCSA in Q4 2014 and held it in 19 quarters. The position peaked at $372M in Q2 2024. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

Darsana Capital Partners reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
Darsana Capital Partners sold 8,000,000 Comcast shares in Q4 2024, an estimated $334M.
Darsana Capital Partners first reported a position in Comcast in Q4 2014 and held it in 19 quarters.
Darsana Capital Partners's Comcast position peaked at $372M in Q2 2024.
2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on Darsana Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.