ET
Energy Transfer LP
3 super-investors hold ET worth a combined $148M. The largest position: Samantha McLemore at 4.4% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 29 — ranked #427 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own ET
Samantha McLemore dominates the cohort's $148M combined position, with ET representing 4.4% of her portfolio and accounting for roughly $118M of that total — making her the clear conviction driver here. David Tepper holds a smaller 0.5% allocation at $30M but trimmed the position this quarter, a mild negative signal from the cohort's second-largest holder. Glenn Greenberg initiated a token $289,500 stake, adding one name without meaningfully shifting the group's overall posture. The owner count has slipped from a peak of four holders over the prior four quarters down to three, suggesting fading rather than building interest across the cohort, with McLemore's outsized weighting the primary reason aggregate exposure remains significant.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Samantha McLemore | 4.4% | 18q | $118M | 6,088,203 |
| 2 | David Tepper | 0.5% | 36q | $30M | 1,576,125 |
| 3 | Glenn Greenberg | <0.1% | — 1q | $290K | 15,000 |
Owners of ET also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 0.5% | -28% | $30M | May 15, 2026 |
| Glenn Greenberg | NEW | <0.1% | +100% | $290K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 29273V100. Not investment advice.