AZO

Autozone Inc

2 super-investor ownerscombined $164Mlargest position 1.5%

1 EXIT

2 super-investors hold AZO worth a combined $164M. The largest position: Tweedy Browne at 1.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 19 — ranked #653 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own AZO

Interest in AZO within this cohort is effectively fading to a rump position. Pat Dorsey exited entirely in 2026Q1, bringing the owner count to two — though the historical count shows the cohort has held at just one or two names for eight consecutive quarters, suggesting this was never a consensus holding. Joel Greenblatt accounts for the bulk of combined exposure at $146M but at only 0.1% of his portfolio, it reads as incidental rather than high-conviction. Tweedy Browne carries the higher concentration at 1.5% and $19M. No one added or initiated this quarter. The overall signal is one of quiet attrition rather than accumulation.

AI-synthesized from 13F filings. Not investment advice.