BELFB
Bel Fuse Inc-cl B
3 super-investors hold BELFB worth a combined $24M. The largest position: Tom Bancroft at 7.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 17 — ranked #685 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own BELFB
Interest in BELFB within this cohort is narrow and shows early signs of softening. Three managers hold a combined $24M, but the ownership is lopsided: Tom Bancroft carries the heaviest conviction at 7.3% of his portfolio ($9M), while Polen Capital Management and Joel Greenblatt each hold roughly $9M and $6M respectively at negligible portfolio weights. Bancroft trimmed his position in 2026Q1, the only cohort activity this quarter, and no manager added or initiated. The eight-quarter owner-count series ending at zero in the most recent readable datapoint suggests the cohort's aggregate footprint is contracting rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Tom Bancroft | 7.3% | 4q | $9M | 55,000 |
| 2 | Polen Capital Management | 0.1% | 4q | $9M | 43,339 |
| 3 | Joel Greenblatt | <0.1% | 16q | $6M | 32,527 |
Owners of BELFB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Tom Bancroft | TRIM | 7.3% | -45% | $9M | Feb 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 077347300. Not investment advice.