HRB
H&r Block Inc
3 super-investors hold HRB worth a combined $153M. The largest position: Li Lu at 1.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 30 — ranked #369 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own HRB
The dominant development this quarter is Li Lu's new position in HRB, which at 1.6% of his portfolio represents the only meaningful conviction holding in the cohort. Joel Greenblatt holds a larger nominal stake ($101M) but at just 0.1% of his portfolio it reads as a quantitative rather than high-conviction holding; Lee Ainslie's sub-$1M position is negligible. Prior to this quarter, no tracked super-investor held the stock for at least eight consecutive quarters, making Li Lu's initiation the sole signal of rising interest. With three owners, a combined $153M, and one fresh entry, cohort interest is technically growing from a near-zero base but remains thin.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q1 → 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% | 39q | $101M | 3,183,175 |
| 2 | Li Lu | 1.6% | — 1q | $52M | 1,626,906 |
| 3 | Lee Ainslie | <0.1% | 11q | $633K | 19,943 |
Owners of HRB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Li Lu | NEW | 1.6% | +100% | $52M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 093671105. Not investment advice.