CHRD
Chord Energy Corp
2 super-investors hold CHRD worth a combined $24M. The largest position: Bill Miller at 2.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #361 of 724 scored stocks.
Why super-investors own CHRD
Bill Miller carries the highest conviction on CHRD, with a 2.6% portfolio allocation worth roughly $10M — and he added to that position in 2026Q1. Joel Greenblatt holds a larger dollar position ($14M) but at negligible portfolio concentration. Combined cohort exposure sits at $24M across just two managers, and the owner count has been flat at one or two holders for eight consecutive quarters, suggesting no meaningful spread of interest through the broader super-investor universe. Miller's decision to add this quarter is the lone signal of rising conviction, though the overall picture remains one of narrow, stable ownership rather than a building consensus around the Williston Basin-focused E&P.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 21q | $14M | 100,391 |
| 2 | Bill Miller | 2.6% | 9q | $10M | 69,330 |
Owners of CHRD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | ADD | 2.6% | +20% | $10M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 674215207. Not investment advice.