HGV
Hilton Grand Vacations Inc
2 super-investors hold HGV worth a combined $206M. The largest position: Clifford Sosin at 11.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 57 — ranked #25 of 724 scored stocks.
Why super-investors own HGV
Clifford Sosin is effectively the sole conviction holder here, with HGV representing 11.7% of his portfolio and $205M of the cohort's $206M combined exposure. Joel Greenblatt holds a nominal $1M position that rounds to 0.0% of his portfolio. Cohort ownership has been unchanged at one meaningful holder for eight consecutive quarters, with no new positions, additions, trims, or exits recorded in 2026Q1 — the roster has been static since the data begins. The picture is one of a highly concentrated, single-investor thesis with no sign of broadening interest from the wider super-investor cohort, nor any indication Sosin is reducing his commitment.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Clifford Sosin | 11.7% | 19q | $205M | 5,239,891 |
| 2 | Joel Greenblatt | <0.1% | 36q | $1M | 30,883 |
Owners of HGV also hold
Long US equity 13F-HR filings only. CUSIP 43283X105. Not investment advice.