AR
Antero Resources Corp
2 super-investors hold AR worth a combined $70M. The largest position: Joel Greenblatt at 0.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 18 — ranked #682 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own AR
Interest in AR within this cohort has effectively collapsed. Kahn Brothers Group exited entirely in 2026Q1, leaving only Joel Greenblatt and Lee Ainslie as holders — and both carry the position at a rounding-error concentration of 0.0% of their respective portfolios. Greenblatt's $69M stake accounts for nearly all of the cohort's combined $70M exposure, but its negligible portfolio weight signals it is not a high-conviction holding. The owner count trend tells the clearest story: from a peak of two holders across multiple prior quarters, the cohort has now trended to what will effectively be zero meaningful ownership, with the trajectory pointing toward full attrition.
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 | <0.1% | 40q | $69M | 1,622,714 |
| 2 | Lee Ainslie | <0.1% | 11q | $883K | 20,817 |
Owners of AR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Kahn Brothers Group | EXIT | <0.1% | -100% | $0 | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 03674X106. Not investment advice.