Hourglass Capital Boosts Comcast Stake by 90%

Investment firm increases holdings in cable giant during Q4 2025

Mar. 28, 2026 at 10:43am

Got story updates? Submit your updates here. ›

Hourglass Capital LLC raised its stake in Comcast Corporation (NASDAQ:CMCSA) by 90% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 114,140 shares of the cable company's stock, worth approximately $3.4 million.

Why it matters

This investment signals Hourglass Capital's confidence in Comcast's long-term prospects, despite the company facing some headwinds in the cable and media industries. The increased stake could indicate the firm sees growth opportunities for Comcast as it continues to diversify its business.

The details

Hourglass Capital added 54,060 Comcast shares to its portfolio during the fourth quarter, bringing its total holdings to 114,140 shares. This represents a 90% increase in the firm's stake in the company. Comcast's stock price has fluctuated in recent quarters, but Hourglass Capital appears to be betting on the company's ability to navigate industry challenges and capitalize on new revenue streams.

  • Hourglass Capital filed its Q4 2025 SEC disclosure on March 28, 2026.
  • The firm increased its Comcast stake during the fourth quarter of 2025.

The players

Hourglass Capital LLC

An investment management firm that focuses on public equities.

Comcast Corporation

A diversified global media and technology company that operates Comcast Cable and NBCUniversal.

Got photos? Submit your photos here. ›

What they’re saying

“Hourglass Capital's increased stake in Comcast suggests the firm sees long-term value in the company's diversified business model and ability to adapt to industry changes.”

— Analyst, Financial Analyst

What’s next

Investors will be watching to see if Hourglass Capital continues to increase its Comcast position in future quarters, which could signal growing confidence in the company's strategic direction.

The takeaway

Hourglass Capital's investment move highlights the ongoing evolution of the cable and media landscape, where companies like Comcast are working to diversify revenue streams and capitalize on new technologies and consumer behaviors.