Long Focus Capital Management’s Comcast CMCSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$485M	Sell	16,885,400 -6,512,100	-28%	-$195M	12.76%	1
2025 Q4	$699M	Buy	23,397,500 +6,139,900	+36%	+$175M	18.4%	1
2025 Q3	$529M	Buy	17,257,600 +7,465,500	+76%	+$250M	17.47%	1
2025 Q2	$349M	Buy	9,792,100 +2,778,800	+40%	+$96.1M	13.21%	1
2025 Q1	$259M	Sell	7,013,300 -3,301,300	-32%	-$119M	8.63%	2
2024 Q4	$387M	Buy	10,314,600 +929,500	+10%	+$38.6M	12.56%	1
2024 Q3	$392M	Buy	9,385,100 +1,560,600	+20%	+$61.6M	13.73%	1
2024 Q2	$306M	Buy	7,824,500 +6,044,600	+340%	+$237M	11.73%	2
2024 Q1	$77.2M	Sell	1,779,900 -310,200	-15%	-$13.4M	3.95%	5
2023 Q4	$91.7M	Buy	2,090,100 +50,000	+2%	+$2.14M	3.05%	8
2023 Q3	$90.5M	Sell	2,040,100 -720,000	-26%	-$32.1M	3.23%	6
2023 Q2	$115M	Sell	2,760,100 -180,000	-6%	-$7.15M	5.23%	4
2023 Q1	$111M	Sell	2,940,100 -1,809,900	-38%	-$68.4M	6.31%	4
2022 Q4	$166M	Buy	4,750,000 +920,000	+24%	+$30.4M	11.46%	2
2022 Q3	$112M	Buy	3,830,000 +1,540,100	+67%	+$57.6M	10.95%	2
2022 Q2	$89.3M	Buy	2,289,900 +1,519,900	+197%	+$65.2M	9.35%	2
2022 Q1	$36.1M	Buy	770,000 +750,000	+3,750%	+$36.1M	4.63%	4
2021 Q4	$1.01M	Buy	+20,000	New	+$1.04M	0.13%	71