FNF
Fidelity National Financial
4 super-investors hold FNF worth a combined $598M. The largest position: Glenn Greenberg at 4.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #334 of 724 scored stocks.
Why super-investors own FNF
Four cohort members hold FNF with a combined $598M, but the story is effectively two positions: First Eagle Investment Management holds $412M (0.5% of its large portfolio) and Glenn Greenberg holds $162M at a meaningful 4.0% concentration, making him the clearest expression of conviction here. Third Avenue Management and Joel Greenblatt round out the group with token-sized stakes. Activity in 2026Q1 was flat — no additions, trims, or exits across the cohort. The owner count tells a longer story: the group contracted from 3 to 2 holders several quarters ago and has been static at 2–4 ever since, suggesting neither growing nor fading enthusiasm. Interest is stable but narrow.
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 | First Eagle Investment Management | 0.5% | 14q | $412M | 8,880,108 |
| 2 | Glenn Greenberg | 4.0% | 20q | $162M | 3,502,213 |
| 3 | Joel Greenblatt | <0.1% | 39q | $14M | 307,433 |
| 4 | Third Avenue Management | 1.5% | 40q | $9M | 193,455 |
Owners of FNF also hold
Long US equity 13F-HR filings only. CUSIP 31620R303. Not investment advice.