HLT

Hilton Worldwide Holdings IN

4 super-investor ownerscombined $99Mlargest position 0.2%

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4 super-investors hold HLT worth a combined $99M. The largest position: Stephen Mandel at 0.2% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 29 — ranked #418 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own HLT

Ownership of HLT within this cohort is thin and largely incidental — four managers hold a combined $99M, but the highest portfolio concentration is just 0.2%, held by Stephen Mandel, who was the sole buyer in 2026Q1. Joel Greenblatt carries the largest dollar position at $38M, followed by Bill Nygren at $29M, though both register at effectively 0.0% of their respective portfolios. AltaRock Partners trimmed its $5M stake this quarter. The owner count has oscillated between two and three for most of the past eight quarters before ticking to four, offering little evidence of building conviction. Mandel's add is the lone constructive signal, but at these concentration levels, HLT looks like a peripheral holding across the cohort rather than a high-conviction thesis.

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