EPD
Enterprise Products Partners
6 super-investors hold EPD worth a combined $291M. The largest position: Bruce Berkowitz at 13.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 41 — ranked #116 of 724 scored stocks.
Why super-investors own EPD
Bruce Berkowitz is the defining fact here: his $206M position represents 13.6% of his portfolio and accounts for roughly 71% of the cohort's entire $291M in EPD exposure, making this essentially a Berkowitz-driven holding rather than a broad consensus name. The remaining five owners — Tweedy Browne, First Eagle, Thomas Gayner, Mairs & Power, and Joel Greenblatt — each hold negligible allocations of 0.2% or less. Activity in 2026Q1 was flat across the board, with no new positions, additions, trims, or exits. The cohort owner count has held at a steady six for at least two years, suggesting neither growing enthusiasm nor meaningful defection — this is a stable, Berkowitz-concentrated position with limited broad conviction behind it.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bruce Berkowitz | 13.6% | 21q | $206M | 5,455,800 |
| 2 | First Eagle Investment Management | 0.1% | 26q | $73M | 1,941,481 |
| 3 | Thomas Gayner | 0.1% | — 1q | $8M | 202,000 |
| 4 | Tweedy Browne | 0.2% | 22q | $2M | 51,549 |
| 5 | Joel Greenblatt | <0.1% | 35q | $1M | 26,767 |
| 6 | Mairs & Power Funds | <0.1% | 21q | $325K | 8,600 |
- 1Bruce Berkowitzport13.6%val$206M5,455,800 sh·21q held
- 2First Eagle Investment Managementport0.1%val$73M1,941,481 sh·26q held
- 3Thomas Gaynerport0.1%val$8M202,000 sh·—1q held
- 4Tweedy Browneport0.2%val$2M51,549 sh·22q held
- 5Joel Greenblattport<0.1%val$1M26,767 sh·35q held
- 6Mairs & Power Fundsport<0.1%val$325K8,600 sh·21q held
Owners of EPD also hold
Long US equity 13F-HR filings only. CUSIP 293792107. Not investment advice.