GSK
Gsk Plc-spon Adr
6 super-investors hold GSK worth a combined $3.26B. The largest position: Hillman Capital Management at 3.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #482 of 724 scored stocks.
Why super-investors own GSK
Dodge & Cox dominates the cohort's $3.3B combined position, accounting for nearly all of it at 1.8% of their portfolio — the remaining five holders (Hillman Capital, Kahn Brothers, Tweedy Browne, Sarah Ketterer, and Richard Pzena) each carry negligible dollar weights. The 2026Q1 quarter saw zero activity across all six owners: no additions, no trims, no entries, no exits. The cohort count data shows a flat ownership trend, suggesting interest is neither building nor deteriorating. The dominant read here is passive conviction — Dodge & Cox's scale makes this effectively a one-firm thesis, with a handful of value-oriented satellites holding small legacy positions that haven't moved in at least two quarters.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.8% | 15q | $3.24B | 58,662,974 |
| 2 | Kahn Brothers Group | 1.6% | 4q | $9M | 160,982 |
| 3 | Hillman Capital Management | 3.7% | 15q | $5M | 97,432 |
| 4 | Tweedy Browne | 0.4% | 14q | $5M | 81,785 |
| 5 | Richard Pzena | <0.1% | 4q | $1M | 18,823 |
| 6 | Sarah Ketterer | <0.1% | 16q | $613K | 11,110 |
- 1Dodge & Cox Fundsport1.8%val$3.24B58,662,974 sh·15q held
- 2Kahn Brothers Groupport1.6%val$9M160,982 sh·4q held
- 3Hillman Capital Managementport3.7%val$5M97,432 sh·15q held
- 4Tweedy Browneport0.4%val$5M81,785 sh·14q held
- 5Richard Pzenaport<0.1%val$1M18,823 sh·4q held
- 6Sarah Kettererport<0.1%val$613K11,110 sh·16q held
Owners of GSK also hold
Long US equity 13F-HR filings only. CUSIP 37733W204. Not investment advice.