FLUT
Flutter Entmt Plc
6 super-investors hold FLUT worth a combined $406M. The largest position: Tom Bancroft at 7.0% of their portfolio. This quarter the cohort logged 0 buys and 5 sells on the name. Cohort Conviction Score: 19 — ranked #663 of 724 scored stocks. Conviction easing: 3 fewer super-investors hold it than in 2025Q4.
Why super-investors own FLUT
FLUT interest among tracked super-investors is deteriorating sharply. The cohort count has collapsed from a peak of nine owners to just six this quarter, with Chase Coleman and Stanley Druckenmiller exiting entirely in 2026Q1 — two of the more momentum-sensitive names in the group. The three remaining holders with meaningful positions all trimmed: AKO Capital ($50M), William Von Mueffling ($140M), and Tom Bancroft, who carries the highest concentration at 7.0% of his portfolio. Bill Nygren and Dodge & Cox hold small residual stakes. Combined cohort exposure stands at $406M, but the direction of travel is unambiguous — no new positions, no adds, five reductions or exits in a single quarter, and an owner count that has more than halved over two quarters.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | William Von Mueffling | 0.9% | 8q | $140M | 1,375,776 |
| 2 | Bill Nygren | 0.2% | 5q | $115M | 1,131,464 |
| 3 | Dodge & Cox Funds | <0.1% | 9q | $64M | 628,878 |
| 4 | AKO Capital | 1.0% | 5q | $50M | 487,027 |
| 5 | Joel Greenblatt | <0.1% | 9q | $28M | 271,211 |
| 6 | Tom Bancroft | 7.0% | 6q | $9M | 41,422 |
Owners of FLUT also hold
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | TRIM | 1.0% | -84% | $50M | May 15, 2026 |
| Chase Coleman | EXIT | 2.9% | -100% | $0 | May 15, 2026 |
| Stanley Druckenmiller | EXIT | 0.6% | -100% | $0 | May 15, 2026 |
| William Von Mueffling | TRIM | 0.9% | -39% | $140M | May 7, 2026 |
| Tom Bancroft | TRIM | 7.0% | -49% | $9M | Feb 11, 2026 |
Long US equity 13F-HR filings only. CUSIP G3643J108. Not investment advice.