Tom Gayner's CMCSA Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 802,074 shares of Comcast Corporation (CMCSA) worth $19.69 M, representing 0.15% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in CMCSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2018, adding 105,000 shares. Largest reduction occurred in Q2 2026, reducing 159,806 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -159,806 | Reduce 16.61% | 802,074 | $24.55 |
| Q4 2024 | -119,361 | Reduce 11.04% | 961,880 | $37.53 |
| Q2 2024 | +9,000 | Add 0.84% | 1.08 M | $39.16 |
| Q1 2024 | +11,500 | Add 1.08% | 1.07 M | $43.35 |
| Q3 2023 | +1,000 | Add 0.09% | 1.06 M | $44.34 |
| Q2 2023 | +54,025 | Add 5.37% | 1.06 M | $41.55 |
| Q1 2023 | +75,144 | Add 8.08% | 1.01 M | $37.91 |
| Q4 2022 | +103,763 | Add 12.55% | 930,572 | $34.97 |
| Q3 2022 | +101,897 | Add 14.06% | 826,809 | $29.33 |
| Q2 2022 | +94,300 | Add 14.95% | 724,912 | $39.24 |
| Q1 2022 | +98,332 | Add 18.47% | 630,612 | $46.82 |
| Q4 2021 | +4,000 | Add 0.76% | 532,280 | $50.33 |
| Q2 2021 | +2,540 | Add 0.48% | 528,280 | $57.02 |
| Q1 2021 | +3,740 | Add 0.72% | 525,740 | $54.11 |
| Q1 2020 | +1,000 | Add 0.19% | 522,000 | $34.38 |
| Q3 2019 | +9,000 | Add 1.76% | 521,000 | $45.08 |
| Q2 2019 | +72,000 | Add 16.36% | 512,000 | $42.28 |
| Q1 2019 | +41,000 | Add 10.28% | 440,000 | $39.98 |
| Q4 2018 | +3,000 | Add 0.76% | 399,000 | $34.05 |
| Q3 2018 | +105,000 | Add 36.08% | 396,000 | $35.41 |
| Q2 2018 | +80,000 | Add 37.91% | 291,000 | $32.81 |
| Q2 2017 | +2,000 | Add 0.96% | 211,000 | $38.92 |
| Q1 2017 | +27,000 | Add 14.84% | 209,000 | $37.59 |
| Q4 2016 | +32,000 | Add 21.33% | 182,000 | $34.53 |
| Q3 2016 | +80,000 | Add 114.29% | 150,000 | $33.17 |
| Q2 2016 | +70,000 | New Buy | 70,000 | $32.60 |
Tom Gayner's Comcast Corporation Investment FAQs
Tom Gayner first purchased Comcast Corporation (CMCSA) in Q2 2016, acquiring 70,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Comcast Corporation (CMCSA) for 41 quarters since Q2 2016.
Tom Gayner's largest addition to Comcast Corporation (CMCSA) was in Q3 2018, adding 396,000 shares worth $14.02 M.
According to the latest 13F filing for Q2 2026, Tom Gayner's firm, Markel Group Inc., owns 802,074 shares of Comcast Corporation (CMCSA), valued at approximately $19.69 M.
As of the Q2 2026 filing, Comcast Corporation (CMCSA) represents approximately 0.15% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Comcast Corporation (CMCSA) was 1,081,241 shares, as reported at the end of Q2 2024.