EBAY

Ebay Inc

4 super-investor ownerscombined $381Mlargest position 4.7%

1 TRIM

4 of the 83 super-investors we track hold EBAY, worth a combined $381M per their latest 13F filings. The largest position: Lindsell Train at 4.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 28 of 100 (how strongly the cohort backs it) — ranked #430 of 742 stocks. The stock is up 5.3x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 2 fewer super-investors hold it than in 2026Q1.

Held through it: Lindsell Train (49q straight), Seth Klarman (12q straight), Pat Dorsey (8q straight) and 15 more. All multibaggers the cohort held →

Share𝕏 in

Why super-investors own EBAY

EBAY is held by 4 super-investors in our cohort, with a combined position value of $381M. The highest-conviction owner is Lindsell Train at 4.7% of their portfolio. Cohort ownership has shrunk from 5 to 3 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 3

Peak: 12

Owners (4) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Yacktman Asset Management	1.7%	18q	$141M	1,262,742
2	Lindsell Train	4.7%	40q	$125M	1,116,001
3	Joel Greenblatt	0.1%	38q	$114M	1,021,738
4	Robert Olstein	0.3%	40q	$1M	16,000