AMH
American Homes 4 Rent- A
3 super-investors hold AMH worth a combined $29M. The largest position: Third Avenue Management at 1.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #476 of 724 scored stocks.
Why super-investors own AMH
AMH draws only modest attention from the super-investor cohort, with just three holders carrying a combined $29M across what are effectively rounding-error positions for two of the three. Joel Greenblatt holds the largest dollar amount at $14M, followed by Christopher Davis at $8M, though both register at 0.0% of their respective portfolios. Third Avenue Management carries the highest concentration at 1.2%, representing $7M. Activity this quarter was zero across the board — no additions, no trims, no entries or exits — and the cohort owner count has been flat at a consistent low for eight consecutive quarters. Interest here is neither rising nor fading; it is simply static, suggesting AMH occupies a peripheral rather than a high-conviction role for this group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 37q | $14M | 506,799 |
| 2 | Christopher Davis | <0.1% | 36q | $8M | 277,170 |
| 3 | Third Avenue Management | 1.2% | 24q | $7M | 262,520 |
Owners of AMH also hold
Long US equity 13F-HR filings only. CUSIP 02665T306. Not investment advice.