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.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。