AME
Ametek Inc
2 super-investors hold AME worth a combined $441M. The largest position: Francois Rochon at 4.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 23 — ranked #605 of 724 scored stocks.
Why super-investors own AME
Francois Rochon is the primary conviction holder in AME, carrying it at 4.8% of his portfolio — a meaningful concentration — while Joel Greenblatt holds a larger absolute position ($310M) but at a negligible 0.2% weight, suggesting a quant or basket-driven allocation rather than a high-conviction thesis. Rochon trimmed his position in 2026Q1, the only activity from the cohort this quarter. Broader interest remains narrow and unchanged: the cohort owner count has held at just one or two names across all eight quarters in the dataset, with no new entrants. Super-investor interest in AME is neither growing nor collapsing — it is essentially static, anchored by Rochon's long-standing position.
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 | Joel Greenblatt | 0.2% | 39q | $310M | 1,445,049 |
| 2 | Francois Rochon | 4.8% | 38q | $131M | 612,058 |
Owners of AME also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | TRIM | 4.8% | -38% | $131M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 031100100. Not investment advice.