CCK
Crown Holdings Inc
6 super-investors hold CCK worth a combined $83M. The largest position: Thomas Gayner at 0.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 28 — ranked #452 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own CCK
I notice there's an inconsistency in the data: the cohort owner count history shows 1 → 1 → 1 → 1 → 1 → 1 → 1 → 0 over the last 8 quarters, yet 6 super-investors are listed as current owners with a combined $83M position. I can't reconcile these figures reliably enough to write an accurate note without risking inventing or misrepresenting positions. Could you clarify which dataset reflects the correct current state of ownership? That will let me write a precise, accurate paragraph.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 36q | $34M | 338,966 |
| 2 | Thomas Gayner | 0.2% | 31q | $22M | 220,000 |
| 3 | Bill Nygren | <0.1% | 13q | $19M | 191,605 |
| 4 | Jensen Investment Management | 0.1% | 40q | $6M | 56,903 |
| 5 | Lee Ainslie | <0.1% | 17q | $1M | 11,554 |
| 6 | Christopher Davis | <0.1% | 8q | $859K | 8,570 |
- 1Joel Greenblattport<0.1%val$34M338,966 sh·36q held
- 2Thomas Gaynerport0.2%val$22M220,000 sh·31q held
- 3Bill Nygrenport<0.1%val$19M191,605 sh·13q held
- 4Jensen Investment Managementport0.1%val$6M56,903 sh·40q held
- 5Lee Ainslieport<0.1%val$1M11,554 sh·17q held
- 6Christopher Davisport<0.1%val$859K8,570 sh·8q held
Owners of CCK also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | EXIT | 0.7% | -100% | $0 | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 228368106. Not investment advice.