HOMB
Home Bancshares Inc
3 super-investors hold HOMB worth a combined $41M. The largest position: Robert Olstein at 0.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #314 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own HOMB
Interest in HOMB is thin and newly forming: only three members of the cohort hold the stock, and meaningful conviction is essentially absent — the highest portfolio weighting belongs to Robert Olstein at just 0.2%. The dominant position by dollar value sits with Joel Greenblatt at roughly $39M, though it represents a rounding error in his portfolio. The lone activity in 2026Q1 was Bruce Berkowitz initiating a small $326K position, lifting the cohort owner count from one to three after eight consecutive quarters of near-zero coverage. There is no evidence of building momentum — no existing holders added — making this a watch-list item at best rather than a high-conviction cluster trade.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 34q | $39M | 1,464,057 |
| 2 | Robert Olstein | 0.2% | 32q | $956K | 35,500 |
| 3 | Bruce Berkowitz | <0.1% | 2q | $326K | 12,100 |
Owners of HOMB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bruce Berkowitz | NEW | <0.1% | +100% | $326K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 436893200. Not investment advice.