BB

Blackberry Ltd

2 super-investor ownerscombined $122Mlargest position 5.8%

2 super-investors hold BB worth a combined $122M. The largest position: Prem Watsa at 5.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #351 of 724 scored stocks.

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Why super-investors own BB

Prem Watsa dominates this position almost entirely — his $113M stake represents 5.8% of his portfolio and accounts for 93% of the cohort's combined $122M exposure, a concentration that reflects Fairfax Financial's longstanding, idiosyncratic relationship with the company. Joel Greenblatt holds a nominal $8M position that rounds to 0.0% of his portfolio. Cohort ownership has been static at either one or two holders for eight consecutive quarters, with zero new positions, additions, trims, or exits recorded in 2026Q1. The owner count ticked from one to two at some point in the trailing window but has shown no momentum since. Interest within this cohort is neither rising nor fading — it is effectively frozen, with Watsa's conviction the sole meaningful signal.

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