GIL

Gildan Activewear Inc

2 super-investor ownerscombined $58Mlargest position 16.7%

2 super-investors hold GIL worth a combined $58M. The largest position: Bryan Lawrence at 16.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 59 — ranked #21 of 724 scored stocks.

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Why super-investors own GIL

Ownership within this cohort is narrow but long-standing: two managers hold GIL, together representing $58M in combined exposure, with no additions, trims, or exits recorded in 2026Q1. Bryan Lawrence carries the most conviction, with Gildan occupying 16.7% of his portfolio — a $38M position that makes it a defining holding. Joel Greenblatt holds the remaining $20M, though it registers at a rounding-error weight in his more diversified book. The cohort count has held at one or two for eight consecutive quarters, suggesting neither broadening enthusiasm nor deteriorating conviction. Interest is stable rather than rising, with the story confined to a small circle of holders who have shown no urgency to move in either direction.

AI-synthesized from 13F filings. Not investment advice.