CRGY
Crescent Energy Inc-a
2 super-investors hold CRGY worth a combined $28M. The largest position: Bill Miller at 7.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #305 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own CRGY
Bill Miller's new 7.1% position — worth roughly $27M — is the defining fact for CRGY in the cohort. Miller initiated in 2026Q1, making him the first meaningful holder in at least eight quarters; Joel Greenblatt carries a token $1M stake that rounds to zero in portfolio-weight terms. Combined cohort exposure sits at $28M across just two owners. With one concentrated new entrant driving virtually all the activity, interest in Crescent Energy is best described as nascent rather than building — there is no prior cohort momentum to read, only a single high-conviction bet from Miller that will need follow-through before a broader trend can be identified.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Miller | 7.1% | — 1q | $27M | 2,003,132 |
| 2 | Joel Greenblatt | <0.1% | 18q | $1M | 89,137 |
Owners of CRGY also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 7.1% | +100% | $27M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 44952J104. Not investment advice.