H

Hyatt Hotels Corp - CL A

2 super-investor ownerscombined $102Mlargest position 0.1%

1 EXIT

2 super-investors hold H worth a combined $102M. The largest position: Joel Greenblatt at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 18 — ranked #677 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own H

Cohort interest in H is minimal and shrinking. Only two managers hold the stock as of 2026Q1, with Joel Greenblatt accounting for virtually the entire $102M combined position at 0.1% of his portfolio; Mason Hawkins holds a nominal $1M stake at the same concentration. The quarter's sole activity was Thomas Russo exiting entirely, reducing the owner count back to where it stood four quarters ago after a brief peak of two holders. No manager added or initiated a position. At maximum 0.1% concentration across both holders, H carries negligible conviction weight in this cohort, and the directional trend — owner count now at a two-year low — signals fading rather than building interest.

AI-synthesized from 13F filings. Not investment advice.