ENTG
Entegris Inc
8 super-investors hold ENTG worth a combined $903M. The largest position: Stephen Mandel at 2.9% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 32 — ranked #290 of 724 scored stocks.
Why super-investors own ENTG
Stephen Mandel holds the highest-conviction stance on ENTG within the cohort, with a $365M position representing 2.9% of his portfolio — by far the largest single allocation. William Von Mueffling and Mairs & Power Funds add meaningful weight at 1.7% and 1.6% of their respective portfolios. The most notable 2026Q1 moves cut in opposite directions: Henry Ellenbogen initiated a new $114M position, while Stanley Druckenmiller exited entirely. No existing holders added or trimmed. The cohort count has hovered in the 2–3 range for two years, suggesting a stable but narrow base of conviction rather than broadening institutional interest; at 8 owners and $903M combined, ENTG remains a specialist holding rather than a consensus position.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 2.9% | 2q | $365M | 3,115,054 |
| 2 | William Von Mueffling | 1.7% | 27q | $254M | 2,166,428 |
| 3 | Mairs & Power Funds | 1.6% | 18q | $157M | 1,343,104 |
| 4 | Henry Ellenbogen | 1.2% | 11q | $114M | 971,701 |
| 5 | Joel Greenblatt | <0.1% | 34q | $7M | 61,728 |
| 6 | Torray Funds | 0.3% | 17q | $2M | 17,941 |
| 7 | Lee Ainslie | <0.1% | 6q | $2M | 12,859 |
| 8 | First Eagle Investment Management | <0.1% | 15q | $1M | 10,043 |
- 1Stephen Mandelport2.9%val$365M3,115,054 sh·2q held
- 2William Von Muefflingport1.7%val$254M2,166,428 sh·27q held
- 3Mairs & Power Fundsport1.6%val$157M1,343,104 sh·18q held
- 4Henry Ellenbogenport1.2%val$114M971,701 sh·11q held
- 5Joel Greenblattport<0.1%val$7M61,728 sh·34q held
- 6Torray Fundsport0.3%val$2M17,941 sh·17q held
- 7Lee Ainslieport<0.1%val$2M12,859 sh·6q held
- 8First Eagle Investment Managementport<0.1%val$1M10,043 sh·15q held
Owners of ENTG also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | NEW | 1.2% | +100% | $114M | May 15, 2026 |
| Stanley Druckenmiller | EXIT | 1.7% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 29362U104. Not investment advice.