CROX
Crocs Inc
6 super-investors hold CROX worth a combined $242M. The largest position: Norbert Lou at 18.2% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 43 — ranked #91 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own CROX
CROX has attracted quiet but accelerating interest from the super-investor cohort, growing from a single holder two years ago to six owners in 2026Q1 — the sharpest expansion in the tracking period. The highest-conviction bet belongs to Norbert Lou, for whom the position represents 18.2% of his portfolio at $49M, an unusually concentrated stake that signals deep fundamental conviction. Li Lu added to his position this quarter, bringing it to $74M (2.3% of his portfolio), while Bill Miller initiated a new position. Samantha McLemore holds the largest absolute dollar amount at $70M. Joel Greenblatt also holds $45M, though it registers as a rounding error in his diversified book. With no exits or trims this quarter and two managers adding, cohort interest is clearly still building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Li Lu | 2.3% | 2q | $74M | 887,093 |
| 2 | Samantha McLemore | 2.6% | 10q | $70M | 842,842 |
| 3 | Norbert Lou | 18.2% | 4q | $49M | 594,570 |
| 4 | Joel Greenblatt | <0.1% | 40q | $45M | 539,314 |
| 5 | Bill Miller | 0.8% | 8q | $3M | 38,548 |
| 6 | Tweedy Browne | 0.1% | 4q | $1M | 14,015 |
Owners of CROX also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Li Lu | ADD | 2.3% | +41% | $74M | May 15, 2026 |
| Bill Miller | NEW | 0.8% | +100% | $3M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 227046109. Not investment advice.