ELV
Elevance Health Inc
10 super-investors hold ELV worth a combined $4.02B. The largest position: Glenn Greenberg at 8.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 41 — ranked #112 of 724 scored stocks.
Why super-investors own ELV
Ten members of the cohort hold ELV, but ownership has been remarkably stable and concentrated rather than broadly expanding — the owner count among the tracked super-investors has held at roughly 2–3 for eight consecutive quarters, suggesting this is a conviction-driven rather than momentum-driven position. Glenn Greenberg and Seth Klarman anchor the thesis at 8.1% and 7.3% of their respective portfolios, while Bill Nygren and First Eagle hold large absolute dollar positions ($1.4B and $1.2B). Activity in 2026Q1 was minimal: Vulcan Value Partners trimmed slightly, and no manager added or initiated. With zero new entrants and one trim, interest appears steady but not building.
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 (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.9% | 6q | $1.40B | 4,796,526 |
| 2 | First Eagle Investment Management | 1.6% | 40q | $1.21B | 4,132,291 |
| 3 | Joel Greenblatt | 0.3% | 38q | $457M | 1,562,219 |
| 4 | Seth Klarman | 7.3% | 5q | $373M | 1,275,154 |
| 5 | Glenn Greenberg | 8.1% | 27q | $329M | 1,122,308 |
| 6 | Yacktman Asset Management | 1.3% | 40q | $98M | 334,315 |
| 7 | Vulcan Value Partners | 2.3% | 37q | $87M | 296,771 |
| 8 | Richard Pzena | 0.2% | 23q | $64M | 220,176 |
| 9 | Tweedy Browne | 0.1% | 3q | $1M | 4,796 |
| 10 | Dodge & Cox Funds | 0.0% | 40q | $381K | 1,300 |
- 1Bill Nygrenport1.9%val$1.40B4,796,526 sh·6q held
- 2First Eagle Investment Managementport1.6%val$1.21B4,132,291 sh·40q held
- 3Joel Greenblattport0.3%val$457M1,562,219 sh·38q held
- 4Seth Klarmanport7.3%val$373M1,275,154 sh·5q held
- 5Glenn Greenbergport8.1%val$329M1,122,308 sh·27q held
- 6Yacktman Asset Managementport1.3%val$98M334,315 sh·40q held
- 7Vulcan Value Partnersport2.3%val$87M296,771 sh·37q held
- 8Richard Pzenaport0.2%val$64M220,176 sh·23q held
- 9Tweedy Browneport0.1%val$1M4,796 sh·3q held
- 10Dodge & Cox Fundsport0.0%val$381K1,300 sh·40q held
Owners of ELV also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | TRIM | 2.3% | -23% | $87M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 036752103. Not investment advice.