APG
Api Group Corp
5 super-investors hold APG worth a combined $950M. The largest position: Henry Ellenbogen at 6.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 24 — ranked #583 of 724 scored stocks.
Why super-investors own APG
Henry Ellenbogen dominates the cohort's $950M combined stake, with APG sitting at 6.2% of his portfolio and accounting for $599M — roughly 63% of the cohort's total exposure. Viking Global adds another $237M at a more modest 0.7% weight. Activity in 2026Q1 was minimal: no new entrants, no additions, and only Daniel Loeb trimming his $82M position. The ownership count has crept up from one to five holders over eight quarters but has plateaued at five for two consecutive periods, suggesting the broadening phase has stalled. With Ellenbogen's outsized concentration carrying the headline figures, cohort interest is best characterized as stable but narrowly held rather than building consensus.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 6.2% | 7q | $599M | 14,775,236 |
| 2 | Viking Global Investors | 0.7% | 24q | $237M | 5,837,000 |
| 3 | Daniel Loeb | 3.9% | 2q | $82M | 2,030,000 |
| 4 | Joel Greenblatt | <0.1% | 20q | $30M | 740,802 |
| 5 | Mairs & Power Funds | <0.1% | — 1q | $2M | 57,969 |
Owners of APG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | TRIM | 3.9% | -32% | $82M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 00187Y100. Not investment advice.