DPZ
Domino's Pizza Inc
3 super-investors hold DPZ worth a combined $27M. The largest position: Tom Bancroft at 12.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 35 — ranked #209 of 724 scored stocks. Conviction easing: 2 fewer super-investors hold it than in 2025Q4.
Why super-investors own DPZ
Interest in DPZ within this cohort is effectively dormant. Three managers — Tom Bancroft, Thomas Gayner, and Joel Greenblatt — collectively hold $27M, but the cohort count history tells the real story: ownership collapsed from a recent base of two to zero in the prior quarter before the current three-holder figure, suggesting the data reflects a transitional snapshot with little conviction building. Bancroft carries the highest concentration at 12.1% of his portfolio ($15M), making him the lone manager with meaningful skin in the trade; Gayner and Greenblatt register at negligible portfolio weights. No one added, trimmed, started, or exited in 2026Q1, and the eight-quarter owner trend shows no upward momentum.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Tom Bancroft | 12.1% | 14q | $15M | 37,000 |
| 2 | Joel Greenblatt | <0.1% | 39q | $10M | 27,175 |
| 3 | Thomas Gayner | <0.1% | 7q | $2M | 5,500 |
Owners of DPZ also hold
Long US equity 13F-HR filings only. CUSIP 25754A201. Not investment advice.