FAF
First American Financial
3 super-investors hold FAF worth a combined $323M. The largest position: John Rogers at 2.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #255 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own FAF
John Rogers is the dominant holder, with FAF representing 2.6% of his portfolio and a $231M position — by far the highest conviction bet in this three-owner cohort. Joel Greenblatt holds a smaller $92M stake at just 0.1% of his portfolio, while Glenn Greenberg initiated a token $301K position in 2026Q1, the only new activity this quarter. The cohort count history tells a stark story: zero owners for seven consecutive quarters before a single holder appeared, suggesting this remains a niche, Rogers-driven thesis rather than a broad super-investor consensus. No one added or trimmed existing positions. With Greenberg's entry negligible in size, overall interest is best described as stable but narrow.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 2.6% | 40q | $231M | 3,839,002 |
| 2 | Joel Greenblatt | 0.1% | 39q | $92M | 1,520,425 |
| 3 | Glenn Greenberg | <0.1% | 10q | $301K | 5,000 |
Owners of FAF also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | NEW | <0.1% | +100% | $301K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 31847R102. Not investment advice.