Latticework

Conviction movers

Which stocks the super-investor cohort piled into and backed away from, measured by the change in how many of the cohort hold each name between Q4 2025 and Q1 2026. Owner count is the cleanest quarter-over-quarter conviction signal — it nets new entrants against full exits, straight from 13F filings.

Share𝕏in

Piling in — most owners gained

  1. +6WATWaters Corp10 now · CCS 35
  2. +3METAMeta Platforms Inc-class A29 now · CCS 66
  3. +3MELIMercadolibre Inc10 now · CCS 37
  4. +3NOWServicenow Inc7 now · CCS 37
  5. +3CPNGCoupang Inc10 now · CCS 37
  6. +3SPOTSpotify Technology S A9 now · CCS 35
  7. +3GLDSpdr Gold Shares7 now · CCS 32
  8. +3LINLinde Plc9 now · CCS 30
  9. +3LITELumentum Holdings Inc4 now · CCS 30
  10. +3MLKNMillerknoll Inc5 now · CCS 25
  11. +2GOOGLAlphabet Inc-cl A37 now · CCS 65
  12. +2MORNMorningstar Inc2 now · CCS 52
  13. +2MUMicron Technology Inc4 now · CCS 48
  14. +2TWSTTwist Bioscience Corp3 now · CCS 44
  15. +2CVXChevron Corp12 now · CCS 42
  16. +2LADLithia Motors Inc6 now · CCS 41
  17. +2SNDKSandisk Corp4 now · CCS 37
  18. +2MRSHMarsh & Mclennan Cos9 now · CCS 36
  19. +2ICLRIcon Plc7 now · CCS 35
  20. +2USFDUS Foods Holding Corp2 now · CCS 35
  21. +2INTCIntel Corp6 now · CCS 35
  22. +2GLWCorning Inc7 now · CCS 35
  23. +2TRIPTripadvisor Inc3 now · CCS 32
  24. +2BLDRBuilders Firstsource Inc5 now · CCS 32
  25. +2DNOWDnow Inc5 now · CCS 32

Backing away — most owners lost

  1. -4CHTRCharter Communications Inc-a7 now · CCS 53
  2. -4UNHUnitedhealth Group Inc17 now · CCS 50
  3. -4COFCapital One Financial Corp14 now · CCS 45
  4. -4FLUTFlutter Entmt Plc5 now · CCS 17
  5. -3TMOThermo Fisher Scientific Inc12 now · CCS 43
  6. -3BABAAlibaba Group Holding-sp Adr9 now · CCS 37
  7. -3GSGoldman Sachs Group Inc7 now · CCS 31
  8. -3DASHDoordash Inc - A5 now · CCS 25
  9. -3WBSWebster Financial Corp2 now · CCS 18
  10. -3HHHHoward Hughes Holdings Inc1 now
  11. -3AALAmerican Airlines Group Inc1 now
  12. -2MSFTMicrosoft Corp37 now · CCS 59
  13. -2AMATApplied Materials Inc10 now · CCS 42
  14. -2EFXEquifax Inc10 now · CCS 35
  15. -2DPZDomino's Pizza Inc2 now · CCS 35
  16. -2LAMRLamar Advertising Co-a4 now · CCS 35
  17. -2FISFidelity National Info Serv4 now · CCS 34
  18. -2BNBrookfield Corp8 now · CCS 33
  19. -2TGTTarget Corp7 now · CCS 33
  20. -2HEI/AHeico Corp-class A5 now · CCS 32
  21. -2LPLALpl Financial Holdings Inc7 now · CCS 32
  22. -2OXYOccidental Petroleum Corp6 now · CCS 32
  23. -2COSTCostco Wholesale Corp8 now · CCS 31
  24. -2BSXBoston Scientific Corp6 now · CCS 29
  25. -2LMBLimbach Holdings Inc1 now · CCS 29

See also: highest Conviction Score, stocks hedge funds are buying.

From SEC EDGAR Form 13F-HR filings. Owner count reflects long US-listed disclosures only. Not investment advice.