ACI
Albertsons Cos Inc - Class A
3 super-investors hold ACI worth a combined $402M. The largest position: Mason Hawkins at 6.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #346 of 724 scored stocks.
Why super-investors own ACI
Mason Hawkins is the conviction anchor here, carrying ACI at 6.2% of his portfolio — the largest single allocation among the three cohort owners — and adding to the position in 2026Q1, the only activity across the group this quarter. Harry Burn holds a meaningful 2.4% stake worth $70M, while Joel Greenblatt's $205M position represents just 0.1% of his considerably larger portfolio. Cohort ownership has held steady at a narrow base for at least eight consecutive quarters, suggesting this is a story owned by a small group of value-oriented managers rather than a widening consensus. No exits or trims occurred in 2026Q1, and Hawkins' add signals sustained conviction rather than a fading thesis.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 24q | $205M | 12,053,346 |
| 2 | Mason Hawkins | 6.2% | 7q | $126M | 7,419,801 |
| 3 | Harry Burn | 2.4% | 4q | $70M | 4,134,360 |
Owners of ACI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | ADD | 6.2% | +20% | $126M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 013091103. Not investment advice.