← Super investors
AYI
Acuity Inc
3 super-investor ownerscombined $103Mlargest position 1.0%
1 TRIM
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 2
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 1.0% | 7q | $100M | 355,729 |
| 2 | Thomas Gayner | <0.1% | 6q | $3M | 9,750 |
| 3 | Joel Greenblatt | 0.0% | 38q | $374K | 1,333 |
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 1.0% | -56% | $100M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 00508Y102. Not investment advice.