CCC
Ccc Intelligent Solutions HO
3 super-investors hold CCC worth a combined $245M. The largest position: Triple Frond Partners at 3.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 27 — ranked #479 of 724 scored stocks.
Why super-investors own CCC
Chuck Akre is the dominant presence here, holding CCC at 3.1% of his portfolio — a $189M position that represents the bulk of the cohort's combined $245M exposure. Akre added to his stake in 2026Q1, signaling continued conviction. Triple Frond Partners holds a slightly higher concentration at 3.4% ($32M), while Joel Greenblatt's position is effectively rounding-error sized. Cohort ownership peaked at four funds two quarters ago before retreating to the current three, suggesting mild fading of broader interest even as Akre doubles down. No new entrants emerged this quarter, and no one trimmed or exited, leaving the picture as a two-firm conviction story with Greenblatt as a marginal participant.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chuck Akre | 3.1% | 9q | $189M | 31,513,070 |
| 2 | Triple Frond Partners | 3.4% | 5q | $32M | 5,413,036 |
| 3 | Joel Greenblatt | <0.1% | 17q | $23M | 3,876,683 |
Owners of CCC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chuck Akre | ADD | 3.1% | +27% | $189M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 12510Q100. Not investment advice.