ECL

Ecolab Inc

6 super-investor ownerscombined $1.72Blargest position 4.4%

6 super-investors hold ECL worth a combined $1.72B. The largest position: Bill & Melinda Gates Foundation Trust at 4.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 34 — ranked #242 of 724 scored stocks.

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Why super-investors own ECL

The Gates Foundation Trust is the story here, holding $1.4B in ECL — roughly 83% of the cohort's combined $1.7B — at a 4.4% portfolio concentration that makes it the dominant conviction holder by a wide margin. Mairs & Power and Thomas Gayner are the other meaningful holders, at 2.1% and 0.6% respectively, while Greenblatt and First Eagle hold negligible weights. Activity in 2026Q1 was entirely flat — no additions, trims, or exits across the six owners. The longer-term ownership trend is worth noting: the cohort count crept up from one to six but the historical eight-quarter series shows the base was two for most of that window, suggesting modest rather than building enthusiasm. Interest appears stable but not expanding.

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

Cohort owners over time

2016Q2 → 2026Q1

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

Now: 1

Peak: 4

Owners (6) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Bill & Melinda Gates Foundation Trust	4.4%	40q	$1.39B	5,218,044
2	Mairs & Power Funds	2.1%	40q	$203M	761,818
3	Thomas Gayner	0.6%	40q	$73M	274,300
4	Joel Greenblatt	<0.1%	37q	$44M	166,676
5	Jensen Investment Management	0.3%	40q	$16M	58,860
6	First Eagle Investment Management	0.0%	2q	$2K	8

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Owners of ECL also hold

BRK/B

Berkshire Hathaway Inc-cl B

5 shared owners