ATKR
Atkore Inc
2 super-investors hold ATKR worth a combined $4M. The largest position: Francis Chou at 0.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #273 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own ATKR
Francis Chou initiated a new position in ATKR in 2026Q1, joining Joel Greenblatt as the only two super-investors in the cohort holding the stock. Combined exposure is minimal at roughly $4M, with Greenblatt's holding representing a rounding-error fraction of his portfolio and Chou's new stake at 0.2% — his highest conviction of the two. The ownership history is notably erratic: the cohort has toggled between zero and one holder for most of the past eight quarters, signaling no durable institutional thesis has formed within this group. At present, interest appears isolated rather than building, with no additions or exits this quarter beyond Chou's initiation.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q4 → 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% | 39q | $4M | 64,743 |
| 2 | Francis Chou | 0.2% | — 1q | $495K | 8,400 |
Owners of ATKR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francis Chou | NEW | 0.2% | +100% | $495K | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 047649108. Not investment advice.