EBAY
Ebay Inc
5 super-investors hold EBAY worth a combined $539M. The largest position: Lindsell Train at 5.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 33 — ranked #259 of 724 scored stocks.
Why super-investors own EBAY
Ownership within this cohort is narrow and stable: five managers hold EBAY with a combined $539M, and the historical owner count shows the cohort was essentially flat at one core holder for eight consecutive quarters before reaching the current five — suggesting most of these positions were built quietly and held without drama. Lindsell Train is the dominant voice at 5.6% of its portfolio ($175M), reflecting the firm's characteristic preference for durable consumer marketplaces with sticky network effects. Yacktman Asset Management is the second-largest holder at 1.9% ($139M). Activity in 2026Q1 was entirely absent — no additions, no trims, no entries or exits — signaling a cohort in pure hold mode. Interest is neither rising nor fading; this is a quietly concentrated, low-turnover situation anchored by two conviction holders.
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 (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 38q | $222M | 2,440,865 |
| 2 | Lindsell Train | 5.6% | 40q | $175M | 1,927,485 |
| 3 | Yacktman Asset Management | 1.9% | 17q | $139M | 1,529,194 |
| 4 | Robert Olstein | 0.3% | 40q | $1M | 16,000 |
| 5 | Dodge & Cox Funds | <0.1% | 40q | $1M | 11,750 |
Owners of EBAY also hold
Long US equity 13F-HR filings only. CUSIP 278642103. Not investment advice.