HLF

Herbalife Ltd

2 super-investor ownerscombined $139Mlargest position 2.7%

2 super-investors hold HLF worth a combined $139M. The largest position: Seth Klarman at 2.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #456 of 724 scored stocks.

Share𝕏 in

Why super-investors own HLF

Seth Klarman dominates cohort ownership of HLF, holding $136M of the $139M combined position — representing 2.7% of his Baupost portfolio and making him effectively the sole conviction owner of consequence. Joel Greenblatt holds a negligible rounding-error stake at 0.0% of his portfolio ($3M). The ownership count has been locked at one meaningful holder for eight consecutive quarters, with zero activity — no adds, trims, new entrants, or exits — recorded in 2026Q1. Interest across the broader cohort shows no signs of widening; this remains a Klarman-specific, static position. The sustained inactivity and absence of new interest from other super-investors suggests the thesis is either in a holding pattern or the position is simply being maintained without fresh conviction signals.

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