BKD
Brookdale Senior Living Inc
4 super-investors hold BKD worth a combined $79M. The largest position: Third Avenue Management at 1.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 29 — ranked #408 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own BKD
Super-investor interest in BKD is minimal and almost entirely new: the cohort count stood at zero for seven consecutive quarters before Third Avenue Management initiated a position in 2026Q1, making it the only owner with any meaningful conviction at 1.0% of its portfolio. Joel Greenblatt holds the largest dollar position at $41M, followed by First Eagle Investment Management at $26M, though both register at roughly 0.0% of their respective portfolios — suggesting incidental rather than high-conviction exposure. Combined cohort ownership totals $79M across four managers, with no additions, trims, or exits this quarter. The trend is technically rising from a flat baseline, but the picture here is one of sparse, low-concentration ownership rather than building institutional enthusiasm.
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 (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 40q | $41M | 3,024,604 |
| 2 | First Eagle Investment Management | <0.1% | 18q | $26M | 1,865,584 |
| 3 | Third Avenue Management | 1.0% | 6q | $6M | 463,664 |
| 4 | Polen Capital Management | <0.1% | 4q | $6M | 420,374 |
Owners of BKD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | NEW | 1.0% | +100% | $6M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 112463104. Not investment advice.