AMT
American Tower Corp
5 super-investors hold AMT worth a combined $450M. The largest position: William Von Mueffling at 1.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 27 — ranked #469 of 724 scored stocks.
Why super-investors own AMT
Ownership within this cohort is narrow and static: five managers hold AMT, but interest has been effectively flat for eight consecutive quarters, with the count holding at two for most of that period before the current tally. William Von Mueffling dominates the cohort's exposure, accounting for roughly $278M of the $450M combined position at 1.8% of his portfolio — the only holder for whom AMT registers as a meaningful allocation. The sole move this quarter was a trim by Chuck Akre, whose residual 0.1% position suggests waning rather than active conviction. No new entrants appeared. The overall picture is one of diminishing engagement: concentrated in a single holder, ignored by the rest of the cohort, and seeing even modest holders reduce.
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 (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | William Von Mueffling | 1.8% | 40q | $278M | 1,612,473 |
| 2 | Joel Greenblatt | 0.1% | 39q | $151M | 876,763 |
| 3 | Christopher Davis | 0.1% | 19q | $11M | 64,620 |
| 4 | Chuck Akre | 0.1% | 40q | $9M | 50,772 |
| 5 | Mairs & Power Funds | <0.1% | 33q | $349K | 2,020 |
Owners of AMT also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chuck Akre | TRIM | 0.1% | -80% | $9M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 03027X100. Not investment advice.