COHR
Coherent Corp
5 super-investors hold COHR worth a combined $403M. The largest position: Stanley Druckenmiller at 0.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 39 — ranked #131 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own COHR
Stanley Druckenmiller opened a new position in COHR in 2026Q1, the only meaningful change in a cohort that has otherwise been static. The five current holders carry a combined $403M, though the bulk sits with Joel Greenblatt ($257M, 0.2% of portfolio) and Dodge & Cox ($133M, 0.1%), both long-standing holders rather than recent participants. Maximum concentration across any single portfolio is just 0.3% — Druckenmiller's entry — suggesting no one in the cohort treats this as a high-conviction bet. Owner count has been volatile, bouncing between zero and one over the prior two quarters before this latest uptick to five, which does not indicate a building consensus so much as a thin, stable base.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 15q | $257M | 1,079,094 |
| 2 | Dodge & Cox Funds | 0.1% | 15q | $133M | 558,920 |
| 3 | Stanley Druckenmiller | 0.3% | 7q | $10M | 40,400 |
| 4 | Lee Ainslie | <0.1% | 5q | $2M | 6,869 |
| 5 | First Eagle Investment Management | <0.1% | 15q | $1M | 4,517 |
Owners of COHR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.3% | +100% | $10M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 19247G107. Not investment advice.