BFAM
Bright Horizons Family Solut
2 super-investors hold BFAM worth a combined $63M. The largest position: Francois Rochon at 2.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #338 of 724 scored stocks.
Why super-investors own BFAM
Francois Rochon is the driving force behind cohort interest in BFAM, holding a $61M position that represents 2.2% of his portfolio — making it a genuine conviction bet for him. Joel Greenblatt holds a token $3M slice at effectively zero portfolio weight. The cohort count has been narrow and erratic, oscillating between 0 and 1 meaningful holder over the past eight quarters before settling at its current 2. In 2026Q1, Rochon added to his existing position, the only activity recorded across the cohort. No new entrants, no exits, no trims. Interest is stable but thinly held — this is essentially a one-manager story, with Rochon's incremental add in the latest quarter the sole signal of conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Francois Rochon | 2.2% | 2q | $61M | 742,329 |
| 2 | Joel Greenblatt | <0.1% | 33q | $3M | 30,586 |
Owners of BFAM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | ADD | 2.2% | +81% | $61M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 109194100. Not investment advice.