FWONK
Liberty Media Corp-formula-c
4 super-investors hold FWONK worth a combined $436M. The largest position: Dennis Hong at 6.4% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Cohort Conviction Score: 15 — ranked #700 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own FWONK
Cohort interest in FWONK expanded sharply in mid-2025 — jumping from one holder to four — and has since plateaued at four owners with a combined $436M position. Chase Coleman holds the largest dollar stake at $228M (1.0% of his portfolio), while Dennis Hong carries the highest conviction at 6.4% of his portfolio ($17M). The quarter's directional signal is mildly negative: both Hong and Von Mueffling trimmed, with no one adding or initiating. Joel Greenblatt ($103M) and Coleman were unchanged. The cohort count ticked to three on the trailing data, suggesting the burst of interest that arrived in mid-2025 is consolidating rather than building further.
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 (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 1.0% | 9q | $228M | 2,682,000 |
| 2 | Joel Greenblatt | 0.1% | 11q | $103M | 1,206,591 |
| 3 | William Von Mueffling | 0.6% | 3q | $88M | 1,035,685 |
| 4 | Dennis Hong | 6.4% | 3q | $17M | 202,928 |
Owners of FWONK also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Dennis Hong | TRIM | 6.4% | -45% | $17M | May 14, 2026 |
| William Von Mueffling | TRIM | 0.6% | -39% | $88M | May 7, 2026 |
Long US equity 13F-HR filings only. CUSIP 531229755. Not investment advice.