GTX
Garrett Motion Inc
3 super-investors hold GTX worth a combined $290M. The largest position: Howard Marks at 4.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 25 — ranked #561 of 724 scored stocks.
Why super-investors own GTX
Howard Marks dominates this story: his $265M position represents 4.5% of his portfolio and accounts for roughly 91% of the cohort's combined $290M exposure to GTX, making this essentially a one-manager conviction call. Joel Greenblatt holds a nominal slice ($22M, rounding to 0.0% of portfolio) and Prem Watsa trimmed his already negligible 0.2% position this quarter — the only cohort activity in 2026Q1. The owner count trend tells a clear story: the cohort held two investors for four straight quarters, then collapsed to one before Greenblatt's presence registers again at the margin. Interest is neither rising nor spreading; it is concentrated, static, and resting almost entirely on Marks's unchanged conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Howard Marks | 4.5% | 21q | $265M | 14,594,816 |
| 2 | Joel Greenblatt | <0.1% | 24q | $22M | 1,186,042 |
| 3 | Prem Watsa | 0.2% | 27q | $3M | 184,460 |
Owners of GTX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Prem Watsa | TRIM | 0.2% | -29% | $3M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 366505105. Not investment advice.