FLG
Flagstar Bank NA
3 super-investors hold FLG worth a combined $106M. The largest position: Kahn Brothers Group at 9.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 28 — ranked #461 of 724 scored stocks.
Why super-investors own FLG
Kahn Brothers Group is the dominant force here, with FLG representing 9.5% of its portfolio — a $54M high-conviction bet that dwarfs the cohort's other exposure. Joel Greenblatt holds $48M but at a negligible portfolio weight, suggesting a more mechanical or diversified-strategy origin. The cohort expanded from one to two owners two quarters ago and has held at three since, with Third Avenue Management the only mover this quarter, modestly adding to its 0.7% position. No exits or new entrants appeared in 2026Q1. Overall interest is stable rather than building — the ownership count has plateaued, and the dominant thesis remains concentrated almost entirely within Kahn Brothers.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Kahn Brothers Group | 9.5% | 6q | $54M | 4,083,618 |
| 2 | Joel Greenblatt | <0.1% | 7q | $48M | 3,623,963 |
| 3 | Third Avenue Management | 0.7% | 2q | $4M | 331,241 |
Owners of FLG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | ADD | 0.7% | +52% | $4M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 649445400. Not investment advice.