EMBJ
Embraer Sa-spon Adr
4 super-investors hold EMBJ worth a combined $209M. The largest position: John Armitage at 2.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 22 — ranked #617 of 724 scored stocks.
Why super-investors own EMBJ
Ownership of EMBJ within the cohort is narrow and highly concentrated in a single manager: John Armitage holds $177M worth, representing 2.0% of his portfolio and roughly 85% of the cohort's combined $209M position. Howard Marks and Joel Greenblatt round out the four holders at minimal allocations. Activity was completely flat in 2026Q1 — no additions, trims, or exits — continuing a pattern of quiet conviction rather than active positioning. The cohort owner count has fluctuated between zero and one for most of the past eight quarters before edging to its current four, suggesting interest has recently stabilized rather than built momentum. The thesis here is effectively Armitage's thesis; the other three positions are too small to signal independent conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Armitage | 2.0% | 5q | $177M | 2,975,231 |
| 2 | Howard Marks | 0.4% | — 1q | $27M | 447,606 |
| 3 | Joel Greenblatt | <0.1% | 36q | $5M | 89,326 |
| 4 | Polen Capital Management | <0.1% | 4q | $542K | 9,138 |
Owners of EMBJ also hold
Long US equity 13F-HR filings only. CUSIP 29082A107. Not investment advice.