ALC
Alcon AG
4 super-investors hold ALC worth a combined $955M. The largest position: AKO Capital at 13.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 38 — ranked #140 of 724 scored stocks.
Why super-investors own ALC
AKO Capital dominates this story: its $696M position represents 13.6% of its portfolio, making ALC one of its highest-conviction holdings and accounting for nearly three-quarters of the cohort's combined $955M exposure. William Von Mueffling holds a smaller but meaningful $189M stake at 1.3% of portfolio, while Joel Greenblatt and Lee Ainslie carry negligible allocations. In 2026Q1, AKO added to its existing position — the only activity across the cohort. Broader interest has been slow to build: owner count crept from one to two over the past eight quarters and has plateaued there, suggesting this remains a concentrated, specialist-driven thesis rather than a widening consensus trade.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | AKO Capital | 13.6% | 28q | $696M | 9,324,656 |
| 2 | William Von Mueffling | 1.3% | 5q | $189M | 2,507,095 |
| 3 | Joel Greenblatt | 0.1% | 26q | $70M | 927,592 |
| 4 | Lee Ainslie | <0.1% | 2q | $959K | 12,732 |
Owners of ALC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | ADD | 13.6% | +21% | $696M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP H01301128. Not investment advice.