Brickwood Asset Management LLP CMCSA — COMCASTCORPNEW

Ownership history in Brickwood Asset Management LLP  ·  1 quarter on record

AI Ownership Summary

Brickwood Asset Management LLP reported COMCASTCORPNEW (CMCSA) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 24.41% in 2026 Q3. The latest visible filing shows CMCSA at 24.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CMCSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brickwood Asset Management LLP's position in COMCASTCORPNEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CMCSA was reported at 24.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.41% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brickwood Asset Management LLP held CMCSA — position size vs. price
% of Fund (quarterly)    CMCSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 1,241,756 — — 24.41% $27.0M 2026-11-10 $24.75

FAQ About Brickwood Asset Management LLP and CMCSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brickwood Asset Management LLP reported owning CMCSA?

Brickwood Asset Management LLP reported CMCSA across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported CMCSA position in Brickwood Asset Management LLP's portfolio?

The largest reported portfolio weight for CMCSA was 24.41% in 2026 Q3.

What is the latest reported CMCSA position on this page?

The most recent filing on this page is 2026 Q3, when Brickwood Asset Management LLP reported 1,241,756 shares, equal to 24.41% of portfolio, with an estimated market value of $27.0M.

What does the chart on this CMCSA ownership page compare?

The chart compares Brickwood Asset Management LLP's quarterly CMCSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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