BBWI
Bath & Body Works Inc
2 super-investors hold BBWI worth a combined $53M. The largest position: Tom Bancroft at 11.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 28 — ranked #450 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own BBWI
Interest in BBWI among this super-investor cohort is effectively extinguished — the owner count has collapsed from 3 to 0 across eight quarters, with the most recent quarter reflecting a trim by Tom Bancroft (who held it at 11.5% of his portfolio, ~$15M) and Joel Greenblatt carrying a $39M position that rounds to 0.0% of his portfolio. Neither added during 2026Q1, and the trailing count just hit zero, suggesting even residual conviction has cleared out. The combined $53M in disclosed holdings was a rearguard position rather than a thesis — the trajectory here is unambiguously one of fading and exit, not accumulation.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q3 → 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% | 19q | $39M | 2,072,729 |
| 2 | Tom Bancroft | 11.5% | 18q | $15M | 734,355 |
Owners of BBWI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Tom Bancroft | TRIM | 11.5% | -46% | $15M | Feb 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 070830104. Not investment advice.