DE
Deere & CO
8 super-investors hold DE worth a combined $3.42B. The largest position: Bill & Melinda Gates Foundation Trust at 6.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 38 — ranked #154 of 724 scored stocks.
Why super-investors own DE
The Gates Foundation Trust dominates this story: its $2.0B position represents 6.3% of the portfolio and accounts for roughly 59% of the cohort's entire $3.4B exposure to DE, making this effectively a Gates-anchored holding. Thomas Gayner is the only other high-conviction name, carrying 4.1% of his portfolio in the stock. The cohort count has been locked at 8 owners for eight consecutive quarters with zero additions, exits, trims, or new entrants in 2026Q1 — a picture of complete stasis. Interest is neither rising nor fading; it is simply stable, suggesting the existing holders are satisfied holders rather than active advocates, and the broader super-investor community has shown no incremental appetite for the name.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill & Melinda Gates Foundation Trust | 6.3% | 19q | $2.00B | 3,557,378 |
| 2 | Thomas Gayner | 4.1% | 40q | $495M | 877,900 |
| 3 | Joel Greenblatt | 0.2% | 37q | $320M | 568,058 |
| 4 | First Eagle Investment Management | 0.4% | 40q | $300M | 533,025 |
| 5 | Bill Nygren | 0.4% | 9q | $292M | 518,490 |
| 6 | Dodge & Cox Funds | <0.1% | 40q | $7M | 12,626 |
| 7 | Robert Vinall | 0.7% | 8q | $3M | 5,001 |
| 8 | Mairs & Power Funds | <0.1% | 31q | $322K | 572 |
- 1Bill & Melinda Gates Foundation Trustport6.3%val$2.00B3,557,378 sh·19q held
- 2Thomas Gaynerport4.1%val$495M877,900 sh·40q held
- 3Joel Greenblattport0.2%val$320M568,058 sh·37q held
- 4First Eagle Investment Managementport0.4%val$300M533,025 sh·40q held
- 5Bill Nygrenport0.4%val$292M518,490 sh·9q held
- 6Dodge & Cox Fundsport<0.1%val$7M12,626 sh·40q held
- 7Robert Vinallport0.7%val$3M5,001 sh·8q held
- 8Mairs & Power Fundsport<0.1%val$322K572 sh·31q held
Owners of DE also hold
Long US equity 13F-HR filings only. CUSIP 244199105. Not investment advice.