EXPE
Expedia Group Inc
3 super-investors hold EXPE worth a combined $54M. The largest position: Samantha McLemore at 1.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #468 of 724 scored stocks.
Why super-investors own EXPE
Interest in EXPE within this cohort is thin and holding steady at three owners, with no buying, trimming, or new entries recorded in 2026Q1. Samantha McLemore carries the most conviction, with a $39M position representing 1.4% of her portfolio — the only meaningful allocation among the three. Joel Greenblatt holds $13M and Lee Ainslie a nominal $2M, both rounding to zero concentration. The eight-quarter owner-count history tells a story of gradual attrition from two down to one before a modest recent uptick to three, suggesting no broad re-engagement with the name across the cohort. Collective exposure of $54M is modest, and the complete absence of activity this quarter points to a stable but low-priority holding for most involved.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 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 | 1.4% | 16q | $39M | 167,784 |
| 2 | Joel Greenblatt | <0.1% | 40q | $13M | 54,716 |
| 3 | Lee Ainslie | <0.1% | 30q | $2M | 9,513 |
Owners of EXPE also hold
Long US equity 13F-HR filings only. CUSIP 30212P303. Not investment advice.