HOTCHKIS & WILEY's CMCSA Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 20.87 M shares of Comcast Corporation (CMCSA) worth $655.89 M, representing 2.03% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in CMCSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 9.62 M shares. Largest reduction occurred in Q1 2020, reducing 3.12 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by HOTCHKIS & WILEY
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +369,400 | New Buy | 369,400 | $30.07 |
| Q3 2015 | -342,400 | Reduce 92.69% | 27,000 | $28.44 |
| Q4 2015 | +9.62 M | Add 35641.11% | 9.65 M | $28.22 |
| Q1 2016 | -1.01 M | Reduce 10.51% | 8.64 M | $30.54 |
| Q2 2016 | -225,372 | Reduce 2.61% | 8.41 M | $32.59 |
| Q3 2016 | -917,000 | Reduce 10.90% | 7.49 M | $33.17 |
| Q4 2016 | +851,400 | Add 11.36% | 8.35 M | $34.52 |
| Q1 2017 | -497,932 | Reduce 5.97% | 7.85 M | $37.59 |
| Q2 2017 | -850,700 | Reduce 10.84% | 7 M | $38.92 |
| Q3 2017 | +71,300 | Add 1.02% | 7.07 M | $38.48 |
| Q4 2017 | -34,500 | Reduce 0.49% | 7.03 M | $40.05 |
| Q1 2018 | +807,900 | Add 11.49% | 7.84 M | $34.17 |
| Q2 2018 | +4.95 M | Add 63.16% | 12.79 M | $32.81 |
| Q3 2018 | -720,000 | Reduce 5.63% | 12.07 M | $35.41 |
| Q4 2018 | -2.71 M | Reduce 22.48% | 9.36 M | $34.05 |
| Q1 2019 | +456,100 | Add 4.87% | 9.82 M | $39.98 |
| Q2 2019 | -122,300 | Reduce 1.25% | 9.69 M | $42.28 |
| Q3 2019 | -452,500 | Reduce 4.67% | 9.24 M | $45.08 |
| Q4 2019 | +1.8 M | Add 19.46% | 11.04 M | $44.97 |
| Q1 2020 | -3.12 M | Reduce 28.28% | 7.92 M | $34.38 |
| Q2 2020 | +242,657 | Add 3.06% | 8.16 M | $38.98 |
| Q3 2020 | -706,620 | Reduce 8.66% | 7.45 M | $46.26 |
| Q4 2020 | +5,040 | Add 0.07% | 7.46 M | $52.40 |
| Q1 2021 | -247,840 | Reduce 3.32% | 7.21 M | $54.11 |
| Q2 2021 | -464,281 | Reduce 6.44% | 6.75 M | $57.02 |
| Q3 2021 | -336,600 | Reduce 4.99% | 6.41 M | $55.93 |
| Q4 2021 | +385,147 | Add 6.01% | 6.79 M | $50.33 |
| Q1 2022 | +2.79 M | Add 41.13% | 9.59 M | $46.82 |
| Q2 2022 | +470,742 | Add 4.91% | 10.06 M | $39.24 |
| Q3 2022 | +2.45 M | Add 24.35% | 12.51 M | $29.33 |
| Q4 2022 | -172,700 | Reduce 1.38% | 12.34 M | $34.97 |
| Q1 2023 | -320,900 | Reduce 2.60% | 12.02 M | $37.91 |
| Q2 2023 | +96,099 | Add 0.80% | 12.11 M | $41.55 |
| Q3 2023 | -1.18 M | Reduce 9.71% | 10.94 M | $44.34 |
| Q4 2023 | +368,685 | Add 3.37% | 11.3 M | $43.85 |
| Q1 2024 | +2.24 M | Add 19.85% | 13.55 M | $43.35 |
| Q2 2024 | +693,718 | Add 5.12% | 14.24 M | $39.16 |
| Q3 2024 | +676,920 | Add 4.75% | 14.92 M | $41.77 |
| Q4 2024 | +1.04 M | Add 6.98% | 15.96 M | $37.53 |
| Q1 2025 | +3.69 M | Add 23.15% | 19.65 M | $36.90 |
| Q2 2025 | +1.3 M | Add 6.62% | 20.95 M | $35.69 |
| Q3 2025 | -79,000 | Reduce 0.38% | 20.87 M | $31.42 |
HOTCHKIS & WILEY's Comcast Corporation Investment FAQs
HOTCHKIS & WILEY first purchased Comcast Corporation (CMCSA) in Q2 2015, acquiring 369,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Comcast Corporation (CMCSA) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's largest addition to Comcast Corporation (CMCSA) was in Q4 2015, adding 9,650,100 shares worth $272.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 20,874,997 shares of Comcast Corporation (CMCSA), valued at approximately $655.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Comcast Corporation (CMCSA) represents approximately 2.03% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's peak holding in Comcast Corporation (CMCSA) was 20,953,997 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.