GEHC
GE Healthcare Technology
7 super-investors hold GEHC worth a combined $3.52B. The largest position: Harry Burn at 2.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #463 of 724 scored stocks.
Why super-investors own GEHC
Dodge & Cox and Bill Nygren anchor the cohort's $3.5B combined stake in GEHC, accounting for the bulk of it at $2.2B and $1.1B respectively, with Dodge & Cox carrying the largest absolute position at 1.2% of their portfolio. Harry Burn holds the highest conviction at 2.8% of his portfolio. No manager added, trimmed, started, or exited a position in 2026Q1, suggesting a period of quiet holding across the seven owners. The longer trend, however, points to fading broad interest — cohort ownership has declined from a peak of four holders to a stable floor of two over the past eight quarters, with the recent count of seven likely reflecting smaller legacy positions from Greenblatt, Bloomstran, and Peltz.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.2% | 13q | $2.23B | 31,312,064 |
| 2 | Bill Nygren | 1.5% | 8q | $1.11B | 15,594,988 |
| 3 | Joel Greenblatt | 0.1% | 14q | $92M | 1,293,268 |
| 4 | Harry Burn | 2.8% | 13q | $85M | 1,192,741 |
| 5 | Christopher Bloomstran | <0.1% | 13q | $326K | 4,581 |
| 6 | Nelson Peltz | <0.1% | 13q | $288K | 4,044 |
| 7 | First Eagle Investment Management | 0.0% | 2q | $4K | 55 |
- 1Dodge & Cox Fundsport1.2%val$2.23B31,312,064 sh·13q held
- 2Bill Nygrenport1.5%val$1.11B15,594,988 sh·8q held
- 3Joel Greenblattport0.1%val$92M1,293,268 sh·14q held
- 4Harry Burnport2.8%val$85M1,192,741 sh·13q held
- 5Christopher Bloomstranport<0.1%val$326K4,581 sh·13q held
- 6Nelson Peltzport<0.1%val$288K4,044 sh·13q held
- 7First Eagle Investment Managementport0.0%val$4K55 sh·2q held
Owners of GEHC also hold
Long US equity 13F-HR filings only. CUSIP 36266G107. Not investment advice.