AM
Antero Midstream Corp
3 super-investors hold AM worth a combined $42M. The largest position: Glenn Greenberg at 1.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 22 — ranked #612 of 724 scored stocks.
Why super-investors own AM
Glenn Greenberg accounts for virtually all of the cohort's $42M exposure to AM, carrying it at 1.0% of his portfolio — the only owner with a position of any consequence. Kahn Brothers Group and Joel Greenblatt hold token stakes worth under $270K and $202K respectively, and Kahn trimmed further in 2026Q1. Cohort ownership has been flat at two or three names for eight consecutive quarters, with no new entrants and no exits, suggesting neither growing conviction nor active abandonment. Interest in AM among this group is narrow and essentially static, concentrated entirely in Greenberg's position.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Glenn Greenberg | 1.0% | 29q | $42M | 1,839,879 |
| 2 | Kahn Brothers Group | <0.1% | 9q | $269K | 11,806 |
| 3 | Joel Greenblatt | 0.0% | 28q | $202K | 8,858 |
Owners of AM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Kahn Brothers Group | TRIM | <0.1% | -37% | $269K | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 03676B102. Not investment advice.