GTN
Gray Media Inc
2 super-investors hold GTN worth a combined $24M. The largest position: Bill Miller at 6.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 39 — ranked #137 of 724 scored stocks.
Why super-investors own GTN
Bill Miller dominates the cohort's exposure here, holding GTN at 6.1% of his portfolio — a $23M position he added to in 2026Q1 — making this essentially a single-manager conviction call rather than a broad consensus trade. Joel Greenblatt holds a token $887K stake that registers at effectively 0% of his portfolio. Cohort ownership has been flat at one or two names for eight consecutive quarters, with no new entrants this period, suggesting this remains a niche, idiosyncratic bet rather than a stock gaining traction across value-oriented managers. Interest is neither rising nor fading at the cohort level; Miller's incremental add is the only meaningful signal in the data.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Miller | 6.1% | 12q | $23M | 5,370,100 |
| 2 | Joel Greenblatt | <0.1% | 37q | $887K | 204,337 |
Owners of GTN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | ADD | 6.1% | +35% | $23M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 389375106. Not investment advice.