EDU
New Oriental Educatio-sp Adr
2 super-investors hold EDU worth a combined $62M. The largest position: Mason Hawkins at 1.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 25 — ranked #566 of 724 scored stocks.
Why super-investors own EDU
Mason Hawkins is the only true conviction holder here, with EDU representing 1.5% of his portfolio (~$30M), and he added to that position in 2026Q1. Joel Greenblatt also holds ~$32M but at a negligible portfolio weight, suggesting a more mechanical or diversified-strategy allocation. The cohort history is notably sparse — ownership was zero for six consecutive quarters before Hawkins initiated, and the count has remained at just one or two ever since, with no new entrants this quarter. Interest is neither rising nor fading meaningfully; Hawkins's add is the sole signal of conviction, while the broader super-investor cohort has shown little appetite for this Chinese education ADR.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 15q | $32M | 569,710 |
| 2 | Mason Hawkins | 1.5% | 2q | $30M | 522,280 |
Owners of EDU also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | ADD | 1.5% | +38% | $30M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 647581206. Not investment advice.