CLH
Clean Harbors Inc
4 super-investors hold CLH worth a combined $816M. The largest position: Stephen Mandel at 4.0% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 31 — ranked #337 of 724 scored stocks.
Why super-investors own CLH
Stephen Mandel and Henry Ellenbogen together account for nearly all of the cohort's $816M in CLH exposure, with Mandel's $503M stake representing 4.0% of his portfolio and Ellenbogen's $301M at 3.1% — both meaningful concentrations by any measure. In 2026Q1, both managers added to their existing positions, and no one in the cohort trimmed or exited. Cohort ownership has grown from one holder to two over the past several quarters, and the coordinated additions this quarter suggest conviction is building rather than fading. Greenblatt and First Eagle hold token positions. The concentrated ownership pattern here — two high-conviction holders driving almost all the dollar exposure — makes Mandel and Ellenbogen the ones to watch for directional signals on this name.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 4.0% | 2q | $503M | 1,754,950 |
| 2 | Henry Ellenbogen | 3.1% | 3q | $301M | 1,050,973 |
| 3 | Joel Greenblatt | <0.1% | 32q | $10M | 34,822 |
| 4 | First Eagle Investment Management | <0.1% | 2q | $1M | 3,816 |
Owners of CLH also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 3.1% | +26% | $301M | May 15, 2026 |
| Stephen Mandel | ADD | 4.0% | +27% | $503M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 184496107. Not investment advice.