CLW
Clearwater Paper Corp
2 super-investors hold CLW worth a combined $24M. The largest position: Mason Hawkins at 1.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 24 — ranked #580 of 724 scored stocks.
Why super-investors own CLW
Mason Hawkins at Southeastern Asset Management carries virtually all the cohort's exposure to CLW, with a $22M position representing 1.1% of his portfolio — the only meaningful conviction here. Joel Greenblatt holds a nominal $2M slice at essentially zero portfolio weight. The cohort count has held flat at one (effectively Hawkins alone) across the last eight quarters on record, and the 2026Q1 period saw zero activity — no additions, trims, or exits from either holder. With combined ownership of just $24M across two managers and no signs of broadening interest, this remains a narrow, static position driven almost entirely by Hawkins.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 1.1% | 4q | $22M | 1,525,491 |
| 2 | Joel Greenblatt | <0.1% | 32q | $2M | 109,461 |
Owners of CLW also hold
Long US equity 13F-HR filings only. CUSIP 18538R103. Not investment advice.