CNX
Cnx Resources Corp
2 super-investors hold CNX worth a combined $173M. The largest position: Mason Hawkins at 7.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 33 — ranked #277 of 724 scored stocks.
Why super-investors own CNX
Mason Hawkins at Southeastern Asset Management is the dominant force here, carrying CNX Resources at 7.6% of his portfolio — a $155M position that makes it a high-conviction holding by any measure. Joel Greenblatt holds a comparatively token $18M stake at roughly 0% portfolio weight. With zero new entrants, exits, adds, or trims in 2026Q1, and the cohort owner count flat at either one or two names across eight consecutive quarters, interest in CNX among super-investors is stable but narrow. This is essentially a Hawkins story; Greenblatt's position appears incidental rather than conviction-driven.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 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 | 7.6% | 34q | $155M | 4,014,111 |
| 2 | Joel Greenblatt | <0.1% | 32q | $18M | 466,411 |
Owners of CNX also hold
Long US equity 13F-HR filings only. CUSIP 12653C108. Not investment advice.