ECPG
Encore Capital Group Inc
2 super-investors hold ECPG worth a combined $15M. The largest position: Third Avenue Management at 1.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #493 of 724 scored stocks.
Why super-investors own ECPG
Interest in ECPG within this cohort is minimal and static: just two managers hold the stock, together representing roughly $15M in combined exposure, and neither added nor trimmed in 2026Q1. The cohort count has held flat at one or two owners for eight consecutive quarters, signaling no meaningful momentum in either direction. Third Avenue Management carries the only notable conviction, with ECPG at 1.6% of its portfolio and approximately $10M at stake — consistent with Third Avenue's historical focus on asset-heavy financials trading at discounts to intrinsic value. Joel Greenblatt's position is negligible at under 0.1% of his portfolio. With no new entrants and no activity this quarter, cohort interest appears dormant rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 1.6% | 14q | $10M | 142,512 |
| 2 | Joel Greenblatt | <0.1% | 37q | $5M | 73,820 |
Owners of ECPG also hold
Long US equity 13F-HR filings only. CUSIP 292554102. Not investment advice.