CAH

Why super-investors own CAH

Coverage of CAH within this cohort is minimal and static: four managers hold it, but the position count has been locked at one tracked owner for eight consecutive quarters with zero activity this period — no additions, trims, or exits. Joel Greenblatt accounts for virtually the entire cohort exposure, with $493M of the $496M total, though even that represents just 0.3% of his portfolio, making it a low-conviction name by his own standards. Mason Hawkins, First Eagle, and Mairs & Power hold token positions collectively under $4M. The absence of any movement this quarter, combined with a flat ownership count stretching back two years, suggests neither growing enthusiasm nor active exit pressure — this is a parked, largely forgotten holding across the cohort.

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