DVN
Devon Energy Corp
4 super-investors hold DVN worth a combined $454M. The largest position: John Armitage at 3.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #264 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own DVN
The dominant fact here is recency: DVN had zero representation in this cohort for seven consecutive quarters before John Armitage initiated a $328M position in 2026Q1, instantly accounting for 72% of the cohort's combined $454M exposure and making it his highest-conviction holding at 3.6% of his portfolio. The three other owners — Yacktman Asset Management, Tweedy Browne, and Joel Greenblatt — hold smaller, apparently longstanding positions with no activity this quarter. Interest is technically rising — from zero to one new entrant — but the cohort remains thin at four holders, and the narrative is almost entirely Armitage's move.
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 (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Armitage | 3.6% | — 1q | $328M | 6,525,140 |
| 2 | Joel Greenblatt | 0.1% | 40q | $102M | 2,018,174 |
| 3 | Yacktman Asset Management | 0.3% | 15q | $23M | 458,844 |
| 4 | Tweedy Browne | 0.1% | 18q | $1M | 25,622 |
Owners of DVN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| John Armitage | NEW | 3.6% | +100% | $328M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 25179M103. Not investment advice.