FIS
Fidelity National Info Serv
4 super-investors hold FIS worth a combined $2.51B. The largest position: Mason Hawkins at 1.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #246 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own FIS
Dodge & Cox dominates the cohort's exposure to FIS, holding $2.3B of the combined $2.5B position — making it a 1.3% allocation for the fund and by far the largest absolute stake. Mason Hawkins carries the highest portfolio concentration at 1.9% ($39M) and was the only manager to add during 2026Q1, suggesting at least selective conviction at current levels. Robert Olstein and Joel Greenblatt round out a four-manager cohort that has been thin and largely stable. Notably, the owner count in the tracked cohort sat at just one as recently as last quarter before recovering to four, indicating interest is neither broad nor accelerating — more a quiet hold than a gathering thesis.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.3% | 17q | $2.30B | 49,073,157 |
| 2 | Joel Greenblatt | 0.1% | 40q | $164M | 3,488,971 |
| 3 | Mason Hawkins | 1.9% | 13q | $39M | 827,501 |
| 4 | Robert Olstein | 1.8% | 17q | $8M | 174,000 |
Owners of FIS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | ADD | 1.9% | +33% | $39M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 31620M106. Not investment advice.