FLS
Flowserve Corp
3 super-investors hold FLS worth a combined $84M. The largest position: Henry Ellenbogen at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #303 of 724 scored stocks.
Why super-investors own FLS
The dominant story in 2026Q1 is Henry Ellenbogen's new position in FLS, which at $70M represents 0.7% of his portfolio — by far the highest conviction in a cohort of only three holders. Combined ownership sits at $84M, with First Eagle Investment Management ($8M) and Joel Greenblatt ($6M) holding negligible stakes. The ownership history is notably erratic — the cohort count has oscillated between zero and one for most of the past eight quarters — suggesting FLS has never built durable super-investor sponsorship. Ellenbogen's entry lifts the count to a recent high of three, but with two of those positions essentially rounding errors, the genuine signal here is narrow: one manager with modest conviction and a historically restless cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 0.7% | — 1q | $70M | 951,798 |
| 2 | First Eagle Investment Management | <0.1% | 39q | $8M | 111,759 |
| 3 | Joel Greenblatt | <0.1% | 40q | $6M | 85,263 |
Owners of FLS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | NEW | 0.7% | +100% | $70M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 34354P105. Not investment advice.