COLL
Collegium Pharmaceutical Inc
2 super-investors hold COLL worth a combined $9M. The largest position: Third Avenue Management at 0.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 18 — ranked #667 of 724 scored stocks.
Why super-investors own COLL
Interest in COLL within this cohort is minimal and stable at best. Only two managers hold the stock — Third Avenue Management, with the largest stake at roughly $5M and 0.8% of its portfolio, and Joel Greenblatt, whose $4M position rounds to essentially zero portfolio weight. The cohort count has been locked at one or two holders for eight consecutive quarters, with no new entrants this period. The lone activity in 2026Q1 was a trim by Third Avenue, suggesting even the most committed holder is modestly reducing exposure. Combined, the two positions total just $9M — a vanishingly small aggregate that signals limited conviction rather than an emerging thesis across the super-investor universe.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 0.8% | 10q | $5M | 155,143 |
| 2 | Joel Greenblatt | <0.1% | 34q | $4M | 121,366 |
Owners of COLL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | TRIM | 0.8% | -24% | $5M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 19459J104. Not investment advice.