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LAKEWOOD CAPITAL MANAGEMENT, LP: CMCSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKEWOOD CAPITAL MANAGEMENT, LP on CMCSA, newest first. How the timeline and the estimate are built.

LAKEWOOD CAPITAL MANAGEMENT, LP held 420,748 CMCSA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 420,748 shares
    Change vs previous 13F -80,000 shares

    0.54% of the 13F portfolio, value $10,329,363.

    13F-HR 0001172661-26-003656 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 500,748 shares
    Change vs previous 13F -100,000 shares

    0.92% of the 13F portfolio, value $14,376,475.

    13F-HR 0001172661-26-002096 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 600,748 shares
    Change vs previous 13F -510,000 shares

    1.25% of the 13F portfolio, value $17,956,358.

    13F-HR 0001172661-26-000848 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,110,748 shares
    Change vs previous 13F 0 shares

    2.64% of the 13F portfolio, value $34,899,702.

    13F-HR 0001172661-25-004842 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,110,748 shares
    Change vs previous 13F 0 shares

    3.02% of the 13F portfolio, value $39,642,596.

    13F-HR 0001172661-25-003327 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,110,748 shares
    Change vs previous 13F 0 shares

    3.65% of the 13F portfolio, value $40,986,601.

    13F-HR 0001172661-25-002040 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,110,748 shares
    Change vs previous 13F -178,000 shares

    3.91% of the 13F portfolio, value $41,686,372.

    13F-HR 0001172661-25-000910 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,288,748 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $53,831,004.

    13F-HR 0001172661-24-004765 filed by LAKEWOOD CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).