EOG

Eog Resources Inc

3 super-investor ownerscombined $800Mlargest position 2.4%

1 EXIT

3 super-investors hold EOG worth a combined $800M. The largest position: Yacktman Asset Management at 2.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 24 — ranked #587 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own EOG

Cohort interest in EOG Resources is thin and fading. Three managers hold the stock as of 2026Q1, with combined exposure of roughly $800M, but the quarter's only notable move was Bruce Berkowitz exiting entirely. The two remaining meaningful holders are Yacktman Asset Management, where EOG sits at 2.4% of the portfolio ($177M), and Bill Nygren, whose $597M position reflects scale rather than high conviction at just 0.8% of his book. Joel Greenblatt holds a negligible slice. The owner-count history — never exceeding one for most of the tracked window before ticking up briefly — suggests EOG has never built genuine momentum within this cohort, and Berkowitz's exit does nothing to reverse that trajectory.

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