ALG
Alamo Group Inc
2 super-investors hold ALG worth a combined $6M. The largest position: Third Avenue Management at 0.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #252 of 724 scored stocks.
Why super-investors own ALG
Interest in ALG within this cohort is minimal and has been effectively flat for two years. Only two super-investors hold the stock: Third Avenue Management, which carries it at 0.9% of its portfolio — the only holder of any real conviction — and Joel Greenblatt, whose $294K position rounds to a negligible 0.0%. Combined exposure is just $6M. This quarter Third Avenue added to its position, the sole activity in the period. The owner count has held at one primary holder across all eight quarters tracked, with Greenblatt's position appearing too small to signal a thesis. There is no evidence of broadening interest across the cohort.
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 (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 0.9% | 40q | $6M | 34,332 |
| 2 | Joel Greenblatt | 0.0% | 33q | $294K | 1,783 |
Owners of ALG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | ADD | 0.9% | +43% | $6M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 011311107. Not investment advice.