CPRT
Copart Inc
7 super-investors hold CPRT worth a combined $441M. The largest position: Chuck Akre at 4.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 31 — ranked #333 of 724 scored stocks.
Why super-investors own CPRT
Chuck Akre dominates the cohort's $441M exposure, holding CPRT at 4.3% of his portfolio — the highest conviction in the group — and accounting for roughly 60% of combined holdings. The ownership base has been remarkably stable at four to seven holders over the past eight quarters, with no new entrants or exits this quarter and only AKO Capital making a modest trim. David Rolfe and Jensen Investment Management hold supporting positions at 3.2% and 1.0% of their respective portfolios. The flat owner count and absence of any additions suggest the cohort views this as a steady long-term hold rather than an active accumulation opportunity — interest is neither rising nor fading, just quietly persistent.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chuck Akre | 4.3% | 4q | $266M | 7,998,938 |
| 2 | Joel Greenblatt | 0.1% | 38q | $93M | 2,808,258 |
| 3 | Jensen Investment Management | 1.0% | 25q | $53M | 1,603,423 |
| 4 | David Rolfe | 3.2% | 26q | $15M | 462,749 |
| 5 | AKO Capital | 0.2% | 13q | $9M | 274,058 |
| 6 | Yacktman Asset Management | <0.1% | 3q | $4M | 110,245 |
| 7 | Francois Rochon | <0.1% | 16q | $912K | 27,484 |
- 1Chuck Akreport4.3%val$266M7,998,938 sh·4q held
- 2Joel Greenblattport0.1%val$93M2,808,258 sh·38q held
- 3Jensen Investment Managementport1.0%val$53M1,603,423 sh·25q held
- 4David Rolfeport3.2%val$15M462,749 sh·26q held
- 5AKO Capitalport0.2%val$9M274,058 sh·13q held
- 6Yacktman Asset Managementport<0.1%val$4M110,245 sh·3q held
- 7Francois Rochonport<0.1%val$912K27,484 sh·16q held
Owners of CPRT also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | TRIM | 0.2% | -95% | $9M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 217204106. Not investment advice.