AIT
Applied Industrial Tech Inc
2 super-investors hold AIT worth a combined $89M. The largest position: Henry Ellenbogen at 0.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #359 of 724 scored stocks.
Why super-investors own AIT
The dominant story this quarter is Henry Ellenbogen's new position, which at $79M represents 0.8% of his portfolio and accounts for nearly 90% of the cohort's combined $89M exposure. Joel Greenblatt holds the remaining $11M at negligible portfolio weight. With the cohort owner count sitting at just one for the prior eight quarters before Ellenbogen's entry, interest in AIT had been minimal — his initiation is effectively the entire thesis here. It is too early to characterize this as a trend; one new position, however sizeable, does not constitute rising cohort conviction. Greenblatt's legacy stake adds limited signal given its de minimis weighting.
AI-synthesized from 13F filings. Not investment advice.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 0.8% | — 1q | $79M | 296,601 |
| 2 | Joel Greenblatt | <0.1% | 33q | $11M | 40,707 |
Owners of AIT also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | NEW | 0.8% | +100% | $79M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 03820C105. Not investment advice.