DHR
Danaher Corp
11 super-investors hold DHR worth a combined $725M. The largest position: Pat Dorsey at 8.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 42 — ranked #103 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own DHR
With 11 holders and $725M in combined exposure, DHR maintains a meaningful footprint in the cohort, though the ownership trend is quietly fading — the count has drifted from a recent high of 6 down to the current level, and 2026Q1 produced zero new or added positions. The sole move was Pat Dorsey trimming what remains his highest-conviction holding at 8.8% of his portfolio. Daniel Loeb ($100M) and Lee Ainslie ($155M) represent the largest dollar positions after Dorsey, while Wallace Weitz holds 6.3%. Joel Greenblatt and the Gates Foundation Trust round out the list at minimal portfolio weights. The eight-quarter owner count oscillating between 4 and 6 signals a core group of committed holders rather than a broadening thesis.
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 (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 40q | $195M | 1,026,347 |
| 2 | Lee Ainslie | 1.8% | 11q | $155M | 819,679 |
| 3 | Pat Dorsey | 8.8% | 10q | $110M | 580,240 |
| 4 | Daniel Loeb | 4.8% | 39q | $100M | 525,000 |
| 5 | Wallace Weitz | 6.3% | 35q | $91M | 477,750 |
| 6 | Bill & Melinda Gates Foundation Trust | 0.2% | 14q | $71M | 373,000 |
| 7 | Dodge & Cox Funds | <0.1% | 40q | $3M | 16,450 |
| 8 | Torray Funds | 0.1% | 40q | $355K | 1,871 |
| 9 | Bill Nygren | 0.0% | 12q | $348K | 1,838 |
| 10 | David Katz | <0.1% | 17q | $321K | 1,693 |
| 11 | Mairs & Power Funds | <0.1% | 23q | $215K | 1,135 |
- 1Joel Greenblattport0.1%val$195M1,026,347 sh·40q held
- 2Lee Ainslieport1.8%val$155M819,679 sh·11q held
- 3Pat Dorseyport8.8%val$110M580,240 sh·10q held
- 4Daniel Loebport4.8%val$100M525,000 sh·39q held
- 5Wallace Weitzport6.3%val$91M477,750 sh·35q held
- 6Bill & Melinda Gates Foundation Trustport0.2%val$71M373,000 sh·14q held
- 7Dodge & Cox Fundsport<0.1%val$3M16,450 sh·40q held
- 8Torray Fundsport0.1%val$355K1,871 sh·40q held
- 9Bill Nygrenport0.0%val$348K1,838 sh·12q held
- 10David Katzport<0.1%val$321K1,693 sh·17q held
- 11Mairs & Power Fundsport<0.1%val$215K1,135 sh·23q held
Owners of DHR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Pat Dorsey | TRIM | 8.8% | -30% | $110M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 235851102. Not investment advice.