COLD

Americold Realty Trust Inc

2 super-investor ownerscombined $135Mlargest position 1.7%

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2 super-investors hold COLD worth a combined $135M. The largest position: Seth Klarman at 1.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #270 of 724 scored stocks.

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Why super-investors own COLD

Seth Klarman dominates the cohort's exposure to COLD, holding $89M at 1.7% of his Baupost portfolio — a meaningful allocation by his standards. Joel Greenblatt also holds a position, though it registers as a rounding error in his portfolio despite a $46M value. Cohort interest has been minimal and slow-building: only one owner appeared a year ago, and that count has held steady since. Klarman added to his position in 2026Q1, the only activity this quarter, suggesting he sees continued value rather than trimming into any strength. With just two holders and no new entrants, broader cohort enthusiasm for this cold-storage REIT remains limited and concentrated almost entirely in Baupost.

AI-synthesized from 13F filings. Not investment advice.