FOUR
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3 of the 83 super-investors we track hold FOUR, worth a combined $277M per their latest 13F filings. The largest position: Henry Ellenbogen at 2.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 20 of 100 (how strongly the cohort backs it) — ranked #646 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own FOUR
FOUR is held by 3 super-investors in our cohort, with a combined position value of $277M. The highest-conviction owner is Henry Ellenbogen at 2.1% of their portfolio. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q2 → 2026Q2How 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 | 2.1% | 25q | $215M | 4,423,633 |
| 2 | Joel Greenblatt | <0.1% | 24q | $61M | 1,246,944 |
| 3 | Bill Miller | 0.3% | 2q | $1M | 29,965 |
Owners of FOUR also hold
Congress is trading FOUR
Congress tracker →- Susie Leesold$1,001 - $15,000 · 2022-11-30
- Susie Leebought$1,001 - $15,000 · 2021-09-24
- Susie Leebought$1,001 - $15,000 · 2021-08-20
- Susie Leebought$1,001 - $15,000 · 2021-05-26
- Susie Leebought$1,001 - $15,000 · 2020-11-04
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 2.1% | -28% | $215M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 82452J109. Not investment advice.