DB
Deutsche BK AG
5 super-investors hold DB worth a combined $758M. The largest position: Sarah Ketterer at 8.9% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Cohort Conviction Score: 24 — ranked #574 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own DB
Sarah Ketterer dominates the super-investor case for DB, holding $723M worth — roughly 95% of the cohort's total $758M exposure — at an 8.9% portfolio concentration that makes this her highest-conviction bet in the group. Beyond Ketterer, interest is thin and fading: David Tepper trimmed his already negligible 0.1% position this quarter, and Third Avenue Management exited entirely, pulling the owner count back to five after briefly reaching six. Greenblatt, Kahn Brothers, and Lee Ainslie each carry rounding-error positions below 0.1%. The eight-quarter owner count — oscillating between one and three before a brief peak — signals no sustained broadening of conviction, and this quarter's direction is clearly negative outside of Ketterer's anchor stake.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Sarah Ketterer | 8.9% | 5q | $723M | 24,962,034 |
| 2 | Joel Greenblatt | <0.1% | 34q | $26M | 887,690 |
| 3 | David Tepper | 0.1% | 5q | $8M | 257,616 |
| 4 | Lee Ainslie | <0.1% | 4q | $691K | 23,799 |
| 5 | Kahn Brothers Group | 0.1% | 16q | $298K | 10,000 |
Owners of DB also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 0.1% | -92% | $8M | May 15, 2026 |
| Third Avenue Management | EXIT | 2.4% | -100% | $0 | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP D18190898. Not investment advice.