Dodge & Cox trimmed CMCSA · COMCAST CORPORATION
$2.5B · now 1.4% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$25 now
OUR VALUE
$25 today
low $46mid $61high $77
3 models, as of 2026-11-13.
They sold below our value.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。