GEV
GE Vernova Inc
5 super-investors hold GEV worth a combined $1.12B. The largest position: Chase Coleman at 3.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 23 — ranked #604 of 724 scored stocks.
Why super-investors own GEV
Chase Coleman dominates the cohort's GEV exposure, holding $849M worth — roughly 77% of the cohort's combined $1.1B stake — at 3.7% of his portfolio, making it his highest-conviction position among the five owners. The remaining holders — Greenblatt ($151M), Dodge & Cox ($113M), Bloomstran ($2M), and Mairs & Power ($738K) — carry negligible allocations relative to Coleman's outsized bet. Activity in 2026Q1 was flat across the board, with no additions, trims, new entries, or exits. Owner count has oscillated between two and four over the prior seven quarters before settling at five, suggesting interest is neither building meaningfully nor collapsing — the cohort is largely holding, not accumulating.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 3.7% | 5q | $849M | 972,994 |
| 2 | Joel Greenblatt | 0.1% | 9q | $151M | 172,991 |
| 3 | Dodge & Cox Funds | 0.1% | 8q | $113M | 129,182 |
| 4 | Christopher Bloomstran | 0.2% | 8q | $2M | 1,994 |
| 5 | Mairs & Power Funds | <0.1% | 8q | $738K | 846 |
Owners of GEV also hold
Long US equity 13F-HR filings only. CUSIP 36828A101. Not investment advice.