GPN
Global Payments Inc
4 super-investors hold GPN worth a combined $1.95B. The largest position: Richard Pzena at 2.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 26 — ranked #504 of 724 scored stocks.
Why super-investors own GPN
GPN commands roughly $1.9B in combined super-investor holdings across four managers, yet the ownership count has sat at a single digit — stabilizing at four — with no new entrants in at least eight quarters, signaling a steady but narrow conviction base rather than a broadening thesis. Bill Nygren and Richard Pzena anchor the position with $798M and $782M respectively, though Pzena carries the highest portfolio concentration at 2.5%. Activity in 2026Q1 was minimal: Wallace Weitz trimmed his comparatively modest $23M stake, and no manager added or initiated. The absence of new buyers and a quiet trim from Weitz suggests interest is neither growing nor collapsing — this cohort is holding, not building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.1% | 18q | $798M | 11,855,322 |
| 2 | Richard Pzena | 2.5% | 11q | $782M | 11,615,577 |
| 3 | Joel Greenblatt | 0.2% | 40q | $344M | 5,116,814 |
| 4 | Wallace Weitz | 1.6% | 10q | $23M | 335,000 |
Owners of GPN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | TRIM | 1.6% | -34% | $23M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 37940X102. Not investment advice.