ATS
Ats Corp
2 super-investors hold ATS worth a combined $72M. The largest position: Prem Watsa at 3.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 21 — ranked #632 of 724 scored stocks.
Why super-investors own ATS
Prem Watsa is the dominant holder here, carrying ATS at 3.6% of his portfolio — a $69M position that accounts for nearly all of the cohort's $72M combined exposure. Joel Greenblatt holds a token $2M slice, rounding out a two-manager ownership picture that has been essentially static for seven consecutive quarters. No one in the cohort added, trimmed, started, or exited in 2026Q1, and the owner count has held at one or two since the position first appeared. With Watsa as the sole conviction holder and no new entrants in nearly two years, broader super-investor interest in ATS remains narrow and shows no sign of either expanding or contracting.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Prem Watsa | 3.6% | 10q | $69M | 2,486,400 |
| 2 | Joel Greenblatt | <0.1% | 10q | $2M | 81,239 |
Owners of ATS also hold
Long US equity 13F-HR filings only. CUSIP 00217Y104. Not investment advice.