ABM
Abm Industries Inc
8 super-investors hold ABM worth a combined $243M. The largest position: Alex Roepers at 4.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 32 — ranked #288 of 724 scored stocks.
Why super-investors own ABM
ABM attracts a small but stable cohort of eight super-investors holding a combined $243M, though ownership breadth has barely moved — the count reached just two for the first time only two quarters ago before the current data shows eight holders, suggesting the broader cohort buildup is relatively recent and has now plateaued. No one added, trimmed, started, or exited in 2026Q1, signaling collective inertia rather than conviction-building. Alex Roepers carries the highest concentration at 4.9% of his portfolio ($8M), followed by Robert Olstein at 1.8%; the bulk of dollar exposure sits with Bill Nygren ($111M) and Richard Pzena ($59M), both at negligible portfolio weights, suggesting ABM is a modest diversifier rather than a high-conviction bet for the largest holders. Interest appears stable but not accelerating.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.1% | 16q | $111M | 2,882,144 |
| 2 | Richard Pzena | 0.2% | 8q | $59M | 1,522,936 |
| 3 | Vulcan Value Partners | 0.6% | 23q | $24M | 630,296 |
| 4 | Joel Greenblatt | <0.1% | 38q | $20M | 521,939 |
| 5 | First Eagle Investment Management | <0.1% | 2q | $11M | 292,975 |
| 6 | Alex Roepers | 4.9% | 2q | $8M | 220,000 |
| 7 | Robert Olstein | 1.8% | 17q | $8M | 211,361 |
| 8 | Lee Ainslie | <0.1% | 7q | $924K | 23,998 |
- 1Bill Nygrenport0.1%val$111M2,882,144 sh·16q held
- 2Richard Pzenaport0.2%val$59M1,522,936 sh·8q held
- 3Vulcan Value Partnersport0.6%val$24M630,296 sh·23q held
- 4Joel Greenblattport<0.1%val$20M521,939 sh·38q held
- 5First Eagle Investment Managementport<0.1%val$11M292,975 sh·2q held
- 6Alex Roepersport4.9%val$8M220,000 sh·2q held
- 7Robert Olsteinport1.8%val$8M211,361 sh·17q held
- 8Lee Ainslieport<0.1%val$924K23,998 sh·7q held
Owners of ABM also hold
Long US equity 13F-HR filings only. CUSIP 000957100. Not investment advice.