FRPT
Freshpet Inc
2 super-investors hold FRPT worth a combined $56M. The largest position: Joel Greenblatt at 0.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 22 — ranked #616 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own FRPT
Interest in FRPT within this cohort is effectively minimal and fading. Only two managers hold the stock — Joel Greenblatt at roughly $54M and Lee Ainslie at $2M — yet both register at 0.0% portfolio concentration, suggesting these are negligible positions relative to their broader books. Neither added nor trimmed in 2026Q1, and the cohort owner count tells a clear story: from zero holders four quarters ago, the stock briefly attracted one owner, held there for two quarters, and has now dropped back to zero on the historical tally, with the two current holders carrying effectively immaterial exposure. There is no meaningful super-investor conviction evident here.
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 (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 32q | $54M | 910,418 |
| 2 | Lee Ainslie | <0.1% | 3q | $2M | 34,509 |
Owners of FRPT also hold
Long US equity 13F-HR filings only. CUSIP 358039105. Not investment advice.