ESRT
Empire State Realty Trust-a
2 super-investors hold ESRT worth a combined $36M. The largest position: Mason Hawkins at 1.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #233 of 724 scored stocks.
Why super-investors own ESRT
Mason Hawkins is the primary driver of cohort interest in ESRT, holding a $34M position that represents 1.7% of his portfolio — meaningful conviction for a REIT of this size. Hawkins added to his stake in 2026Q1, reinforcing a position he has held consistently across all eight quarters tracked. Joel Greenblatt holds a token $2M position at effectively zero portfolio weight. The cohort count has been flat at one meaningful owner for two full years, with Greenblatt's presence doing little to change that picture. Overall interest is neither rising nor fading at the cohort level — this remains a Hawkins-specific thesis, and his decision to add this quarter suggests his conviction remains intact.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 1.7% | 25q | $34M | 6,473,317 |
| 2 | Joel Greenblatt | <0.1% | 40q | $2M | 467,665 |
Owners of ESRT also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | ADD | 1.7% | +75% | $34M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 292104106. Not investment advice.