BMI

Badger Meter Inc

3 super-investor ownerscombined $42Mlargest position 0.5%

3 super-investors hold BMI worth a combined $42M. The largest position: Terry Smith at 0.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #492 of 724 scored stocks.

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Why super-investors own BMI

Ownership of BMI within this cohort is narrow and stable: three managers hold a combined $42M, with Terry Smith carrying the highest conviction at 0.5% of his portfolio ($20M), followed by Mairs & Power ($16M) and Joel Greenblatt ($6M, a rounding-level position). Activity in 2026Q1 was entirely flat — no additions, trims, or exits — and the cohort count has held at a consistent low across eight consecutive quarters. The lack of any movement, in either direction, suggests these are quiet long-term holds rather than active thesis plays. Overall, super-investor interest in BMI is neither rising nor fading; it remains a low-profile, low-turnover position concentrated almost entirely in Smith's portfolio.

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

Cohort owners over time

2025Q4 → 2026Q1

How many of the cohort members held this stock each quarter.

Now: 1

Peak: 1

Owners (3) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Terry Smith	0.5%	2q	$20M	132,631
2	Mairs & Power Funds	0.2%	40q	$16M	104,815
3	Joel Greenblatt	<0.1%	40q	$6M	40,038

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