HRL
Hormel Foods Corp
5 super-investors hold HRL worth a combined $227M. The largest position: Mairs & Power Funds at 0.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #400 of 724 scored stocks.
Why super-investors own HRL
Ownership of HRL within this cohort is narrow and largely static: five managers hold a combined $227M, but the historical owner count has been stuck at two for eight consecutive quarters — suggesting the three additional holders are recent additions not yet reflected in the trend line, or the data series predates some entries. No manager has particularly high conviction; the largest allocation is Mairs & Power Funds at just 0.8% of their portfolio ($77M), with Joel Greenblatt ($98M) and the Gates Foundation ($47M) holding smaller percentage weights. This quarter saw zero activity — no adds, trims, starts, or exits — reinforcing the picture of a position the cohort is neither building nor abandoning. Interest is neither rising nor fading; it is simply inert.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 37q | $98M | 4,335,830 |
| 2 | Mairs & Power Funds | 0.8% | 40q | $77M | 3,417,959 |
| 3 | Bill & Melinda Gates Foundation Trust | 0.1% | 14q | $47M | 2,085,290 |
| 4 | Lee Ainslie | <0.1% | 12q | $4M | 171,063 |
| 5 | Thomas Russo | <0.1% | 40q | $430K | 19,000 |
Owners of HRL also hold
Long US equity 13F-HR filings only. CUSIP 440452100. Not investment advice.