Joel Greenblatt's CMCSA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.03 M shares of Comcast Corporation (CMCSA) worth $32.36 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CMCSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 1.25 M shares. Largest reduction occurred in Q2 2015, reducing 1.21 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +77,244 | Add 0.00% | 77,242 | $20.87 |
| Q3 2013 | +30,206 | Add 39.11% | 107,448 | $22.56 |
| Q4 2013 | -28,212 | Reduce 26.26% | 79,236 | $25.99 |
| Q1 2014 | +6,138 | Add 7.75% | 85,374 | $25.02 |
| Q2 2014 | +408,780 | Add 478.81% | 494,154 | $26.84 |
| Q3 2014 | -326,600 | Reduce 66.09% | 167,554 | $26.89 |
| Q4 2014 | +3,474 | Add 2.07% | 171,028 | $29.01 |
| Q1 2015 | +1.25 M | Add 728.03% | 1.42 M | $28.23 |
| Q2 2015 | -1.21 M | Reduce 85.46% | 205,858 | $30.07 |
| Q3 2015 | -34,698 | Reduce 16.86% | 171,160 | $28.44 |
| Q4 2015 | +153,710 | Add 89.80% | 324,870 | $28.21 |
| Q1 2016 | -173,866 | Reduce 53.52% | 151,004 | $30.54 |
| Q2 2016 | +201,668 | Add 133.55% | 352,672 | $32.59 |
| Q3 2016 | +276,330 | Add 78.35% | 629,002 | $33.17 |
| Q4 2016 | -357,776 | Reduce 56.88% | 271,226 | $34.52 |
| Q1 2017 | +206,187 | Add 76.02% | 477,413 | $37.59 |
| Q2 2017 | +462,100 | Add 96.79% | 939,513 | $38.92 |
| Q3 2017 | +261,046 | Add 27.79% | 1.2 M | $38.48 |
| Q4 2017 | -646,867 | Reduce 53.88% | 553,692 | $40.05 |
| Q1 2018 | -457,906 | Reduce 82.70% | 95,786 | $34.17 |
| Q2 2018 | +654,286 | Add 683.07% | 750,072 | $32.81 |
| Q3 2018 | -17,889 | Reduce 2.38% | 732,183 | $35.41 |
| Q4 2018 | -238,016 | Reduce 32.51% | 494,167 | $34.05 |
| Q1 2019 | -162,173 | Reduce 32.82% | 331,994 | $39.98 |
| Q2 2019 | -283,525 | Reduce 85.40% | 48,469 | $42.27 |
| Q3 2019 | +702,468 | Add 1449.31% | 750,937 | $45.08 |
| Q4 2019 | +214,954 | Add 28.62% | 965,891 | $44.97 |
| Q1 2020 | -794,848 | Reduce 82.29% | 171,043 | $34.38 |
| Q2 2020 | +9,442 | Add 5.52% | 180,485 | $38.98 |
| Q3 2020 | -98,484 | Reduce 54.57% | 82,001 | $46.26 |
| Q4 2020 | -8,622 | Reduce 10.51% | 73,379 | $52.40 |
| Q1 2021 | -48,225 | Reduce 65.72% | 25,154 | $54.11 |
| Q2 2021 | +21,051 | Add 83.69% | 46,205 | $57.03 |
| Q3 2021 | +40,781 | Add 88.26% | 86,986 | $55.93 |
| Q4 2021 | +10,054 | Add 11.56% | 97,040 | $50.33 |
| Q1 2022 | +110,125 | Add 113.48% | 207,165 | $46.82 |
| Q2 2022 | +101,866 | Add 49.17% | 309,031 | $39.24 |
| Q3 2022 | +8,707 | Add 2.82% | 317,738 | $29.33 |
| Q4 2022 | +58,001 | Add 18.25% | 375,739 | $34.97 |
| Q1 2023 | -11,669 | Reduce 3.11% | 364,070 | $37.91 |
| Q2 2023 | -12,679 | Reduce 3.48% | 351,391 | $41.55 |
| Q3 2023 | -5,463 | Reduce 1.55% | 345,928 | $44.34 |
| Q4 2023 | -1,726 | Reduce 0.50% | 344,202 | $43.85 |
| Q1 2024 | +119,669 | Add 34.77% | 463,871 | $43.35 |
| Q2 2024 | -141,851 | Reduce 30.58% | 322,020 | $39.16 |
| Q3 2024 | +125,533 | Add 38.98% | 447,553 | $41.77 |
| Q4 2024 | +76,361 | Add 17.06% | 523,914 | $37.53 |
| Q1 2025 | -26,316 | Reduce 5.02% | 497,598 | $36.90 |
| Q2 2025 | +292,572 | Add 58.80% | 790,170 | $35.69 |
| Q3 2025 | +239,656 | Add 30.33% | 1.03 M | $31.42 |
Joel Greenblatt's Comcast Corporation Investment FAQs
Joel Greenblatt first purchased Comcast Corporation (CMCSA) in Q2 2013, acquiring 77,242 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Comcast Corporation (CMCSA) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Comcast Corporation (CMCSA) was in Q1 2015, adding 1,416,158 shares worth $39.98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,029,826 shares of Comcast Corporation (CMCSA), valued at approximately $32.36 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 0.14% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Comcast Corporation (CMCSA) was 1,416,158 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.