ENOV

Enovis Corp

2 super-investor ownerscombined $19Mlargest position 0.1%

1 EXIT

2 super-investors hold ENOV worth a combined $19M. The largest position: Mason Hawkins at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 12 — ranked #717 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own ENOV

Pat Dorsey exited ENOV entirely in 2026Q1, reducing the super-investor cohort to just two holders with a combined $19M position. Interest has been quietly fading — owner count peaked at two for three consecutive quarters before Dorsey's departure brought it back to the low end of its eight-quarter range. What remains is a lightly held, low-conviction position: Joel Greenblatt holds the bulk at $18M but it represents essentially 0.0% of his portfolio, while Mason Hawkins carries $1M at 0.1% concentration. No one in the cohort added or initiated a position this quarter. At these concentration levels and with the recent exit, super-investor interest in Enovis looks more residual than purposeful.

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