BF/B
Brown-forman Corp-class B
5 super-investors hold BF/B worth a combined $145M. The largest position: Hillman Capital Management at 3.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 32 — ranked #322 of 724 scored stocks.
Why super-investors own BF/B
Ownership within the cohort has been quietly rebuilding — five managers now hold BF/B after the count sat at two for four consecutive quarters — though the 2026Q1 quarter itself was completely static, with no additions, trims, or exits across any holder. Lindsell Train carries the largest dollar position at $42M (1.3% of portfolio), while Hillman Capital Management holds the highest conviction at 3.2%. Joel Greenblatt holds the largest nominal stake at $68M but at negligible portfolio weight. Thomas Russo and Thomas Gayner round out the group at modest allocations. The overall posture reads as patient and entrenched rather than opportunistic — a cohort that has settled into the name without adding pressure or signaling urgency to exit.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 33q | $68M | 2,579,542 |
| 2 | Lindsell Train | 1.3% | 33q | $42M | 1,576,049 |
| 3 | Thomas Russo | 0.2% | 40q | $17M | 659,694 |
| 4 | Thomas Gayner | 0.1% | 40q | $13M | 474,187 |
| 5 | Hillman Capital Management | 3.2% | 6q | $5M | 176,437 |
Owners of BF/B also hold
Long US equity 13F-HR filings only. CUSIP 115637209. Not investment advice.