BE

Bloom Energy Corp- A

4 super-investor ownerscombined $80Mlargest position 1.2%

1 TRIM

4 super-investors hold BE worth a combined $80M. The largest position: Torray Funds at 1.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 17 — ranked #688 of 724 scored stocks.

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Why super-investors own BE

BE draws only modest attention from the super-investor cohort, with just four managers holding a combined $80M as of 2026Q1 — and the group has been effectively static for two quarters after years of zero ownership. Joel Greenblatt holds the largest dollar position at $45M, though it represents a negligible slice of his portfolio; Torray Funds carries the highest conviction at 1.2%. The lone move this quarter was a trim by Stanley Druckenmiller, who reduced his $18M stake. No new entrants emerged. The ownership trajectory — flat at zero for six consecutive quarters before a single manager initiated in 2025Q4 — suggests this remains a peripheral, low-conviction holding for the cohort rather than a developing thesis, and Druckenmiller's trim does nothing to counter that read.

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