BF/A

Brown-forman Corp-class A

3 super-investor ownerscombined $136Mlargest position 2.2%

3 super-investors hold BF/A worth a combined $136M. The largest position: Lindsell Train at 2.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #438 of 724 scored stocks.

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Why super-investors own BF/A

Ownership of BF/A within this cohort is narrow and static: three managers hold a combined $136M, and the count has been unchanged at two-to-three for at least eight consecutive quarters with zero buys, trims, or exits in 2026Q1. Lindsell Train carries the highest conviction at 2.2% of portfolio ($69M), consistent with the firm's well-documented preference for durable consumer brand franchises. Thomas Russo ($44M, 0.5%) and Thomas Gayner ($23M, 0.2%) round out a small, patient group. The complete absence of activity this quarter — no additions, no reductions — reflects a hold-and-monitor posture rather than fresh enthusiasm. Interest is neither rising nor fading; it has simply plateaued among a tight cluster of long-horizon brand investors.

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