GLW
Corning Inc
7 super-investors hold GLW worth a combined $841M. The largest position: Stephen Mandel at 4.0% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 35 — ranked #214 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own GLW
The dominant development this quarter is Stephen Mandel's new position, which at $506M and 4.0% of his portfolio immediately accounts for 60% of the cohort's entire $841M combined holding in GLW. That single entry makes Mandel the clear conviction leader. David Tepper, the other meaningful holder at 2.6% ($154M), trimmed his position this quarter, a mild counterpoint to Mandel's arrival. The remaining four owners — Ainslie, Greenblatt, Olstein, and Mairs & Power — carry modest allocations of 0.6% or below. Cohort ownership has fluctuated between one and two holders over the prior six quarters, so at seven owners the current count represents a meaningful expansion, driven almost entirely by Mandel's outsized opening stake.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 4.0% | — 1q | $506M | 3,718,147 |
| 2 | David Tepper | 2.6% | 6q | $154M | 1,129,500 |
| 3 | Joel Greenblatt | 0.1% | 37q | $113M | 832,413 |
| 4 | Lee Ainslie | 0.6% | 14q | $51M | 374,507 |
| 5 | Mairs & Power Funds | 0.1% | 40q | $12M | 88,250 |
| 6 | Dodge & Cox Funds | <0.1% | 40q | $5M | 36,325 |
| 7 | Robert Olstein | 0.1% | 40q | $680K | 5,000 |
- 1Stephen Mandelport4.0%val$506M3,718,147 sh·—1q held
- 2David Tepperport2.6%val$154M1,129,500 sh·6q held
- 3Joel Greenblattport0.1%val$113M832,413 sh·37q held
- 4Lee Ainslieport0.6%val$51M374,507 sh·14q held
- 5Mairs & Power Fundsport0.1%val$12M88,250 sh·40q held
- 6Dodge & Cox Fundsport<0.1%val$5M36,325 sh·40q held
- 7Robert Olsteinport0.1%val$680K5,000 sh·40q held
Owners of GLW also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | TRIM | 2.6% | -28% | $154M | May 15, 2026 |
| Stephen Mandel | NEW | 4.0% | +100% | $506M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 219350105. Not investment advice.