EWY
Ishares Msci South Korea Etf
3 super-investors hold EWY worth a combined $436M. The largest position: David Tepper at 5.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 42 — ranked #104 of 724 scored stocks.
Why super-investors own EWY
David Tepper is the dominant force behind super-investor interest in EWY, holding $295M worth — roughly 5.0% of his portfolio — making it a meaningful macro bet for him. Tepper added to his position in 2026Q1, reinforcing conviction in the South Korea ETF after initiating in a prior quarter. Yacktman Asset Management holds $121M at 1.6% of portfolio, and Joel Greenblatt carries a nominal $20M slice. The cohort count has been flat at one for two quarters before Yacktman and Greenblatt's positions registered, but there is no broad-based momentum here — no new entrants this quarter and no trims. Interest is concentrated rather than widening, with Tepper's continued additions the primary signal worth tracking.
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 (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | David Tepper | 5.0% | 7q | $295M | 2,400,000 |
| 2 | Yacktman Asset Management | 1.6% | 3q | $121M | 980,605 |
| 3 | Joel Greenblatt | <0.1% | 37q | $20M | 160,129 |
Owners of EWY also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | ADD | 5.0% | +28% | $295M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 464286772. Not investment advice.