CPAY
Corpay Inc
3 super-investors hold CPAY worth a combined $516M. The largest position: Chase Coleman at 2.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 18 — ranked #681 of 724 scored stocks.
Why super-investors own CPAY
Chase Coleman dominates this story: his $510M stake accounts for nearly all of the cohort's $516M combined exposure, with CPAY representing 2.2% of his portfolio — the only meaningful conviction holder in the group. Joel Greenblatt and First Pacific Advisors hold nominal positions. Activity was flat in 2026Q1, with no adds, trims, starts, or exits across the cohort. The owner-count history tells the more relevant story: the cohort held steady at two owners for five consecutive quarters before dropping to one, then recovering to three — though "three" is somewhat misleading given how heavily Coleman-concentrated the total is. Broader super-investor interest in CPAY remains thin.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 2.2% | 9q | $510M | 1,752,146 |
| 2 | Joel Greenblatt | <0.1% | 8q | $6M | 19,439 |
| 3 | First Pacific Advisors | <0.1% | — 1q | $625K | 2,147 |
Owners of CPAY also hold
Long US equity 13F-HR filings only. CUSIP 219948106. Not investment advice.