HRI
Herc Holdings Inc
4 super-investors hold HRI worth a combined $20M. The largest position: First Eagle Investment Management at 0.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #460 of 724 scored stocks.
Why super-investors own HRI
Cohort interest in HRI is minimal and entirely static: four super-investors hold a combined $20M across positions so small they register at 0.0% of any individual portfolio. First Eagle Investment Management and Joel Greenblatt account for nearly all of that value at roughly $10M and $9M respectively, with Thomas Russo and Bill Nygren holding token stakes under $650K. No one in the cohort added, trimmed, started, or exited a position this quarter, and the owner count has held at a consistent baseline for at least eight consecutive quarters. The data offer no signal of rising conviction or growing interest — this is a dormant, low-priority holding across the board.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | <0.1% | 17q | $10M | 99,033 |
| 2 | Joel Greenblatt | <0.1% | 33q | $9M | 94,067 |
| 3 | Thomas Russo | <0.1% | 5q | $642K | 6,450 |
| 4 | Bill Nygren | <0.1% | 40q | $447K | 4,495 |
Owners of HRI also hold
Long US equity 13F-HR filings only. CUSIP 42704L104. Not investment advice.